Year-end records checklist
Checklist for accountants
For accountants who want more small business clients before busy season.
Niche
Lead magnet templates for accountants
Accountants win clients by looking careful and easy to work with. The best lead magnets for the trade are short, plain and useful at a specific moment, such as year end. These examples show the main formats in a calm, professional style. For more on choosing one, read our guide to lead magnets for accountants.
Bookkeeping terms cheat sheet
Cheat sheet for accountants
For accountants who want to reach small business owners still learning the basics.
Client email templates
Email scripts for accountants
For anyone who sells to accounting firms and wants practice owners on their list.
Monthly bookkeeping guide
Guide for accountants
For accountants who want small business owners to trust them before the first call.
Monthly expense log template
Template pack for accountants
For accountants who want self-employed clients coming back to them every month.
Swipe file of notes to send your accountant
Swipe file for accountants
For accountants who want clients to give them clear, complete information the first time.
Buyer's guide to choosing an accountant
Buyer's guide for accountants
For accountants who want to be chosen for their service and their clarity rather than for the lowest fee.
Sole trader or limited company decision guide
Decision guide for accountants
For accountants who want to talk to new and growing businesses before they have picked a structure.
Self Assessment mistakes list
Mistakes list for accountants
For accountants who want sole traders and landlords to avoid the errors that bring penalties and stress.
Making Tax Digital roadmap
Roadmap for accountants
For accountants who want sole traders and landlords to ask for help before the new rules reach them.
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