The PracticeBuilder Start-up Module for the very early stages of your business
The first module of the ICB PracticeBuilder programme is for members who are thinking of starting, or have already started, their own practice. The module consists of two one-day workshops, both of which are designed to raise your awareness of the key areas facing a start-up business and help you proactively work on those important initial considerations that will enable you to form a strong foundation to both start and grow your own business. Each workshop will be delivered in small groups so that you get the most from your day.
Drawing on our experience of supporting thousands of members and new Practice Licence holders, the content has been designed to provide you with all the areas for consideration during that critical initial period of your start-up plans.
Workshop 1: Setting up a bookkeeping business – planning for success
This workshop is ideal if you are trying to decide if running your own business is for you, you are already convinced and are in the early stages of starting your own practice, or just want that final boost to give you the confidence to get started.
Your day includes:
Welcome and Introductions
- Introductions
- ICB overview
- Your action plan and desired outcome
- Ethics and Professional Conduct Regulations
- Money laundering
- Mindset, goals and time management
Business start-up presentation
- The initial considerations to create a strong foundation for your business
- The start-up checklist
- ICB Practice Standards Manual
Business plan considerations
- Your personal business plan and what to consider
Strategic and tactical marketing
- Your offering
- Market research
- Who is your ideal client
- How will you take your offering to the market
- The top three marketing tactics for bookkeepers
- Preparing for your sales meetings
Question and Answers
The workshop is designed to allow ample time for each topic of discussion whilst also providing you with the opportunity to share your thoughts with the group as you consider how to apply the information to your own venture and personal circumstances.
Workshop 2: Setting up a bookkeeping business – putting the plan into action
This second workshop is designed to build on the initial considerations covered in the first workshop. You have now made your decision and this day will provide a more practical look at what you need to run a successful bookkeeping practice. It will show you how to put your qualification into practice.
During the workshop you will look at how other members run their practice on a day to day basis, including the documents they use and how they work with their clients.
The aim of this workshop is to give you the confidence to start approaching potential clients and then to work with your clients in a professional manner.
Your day includes:
Welcome & Introductions
Signing up a new client
- Your client welcome meeting, Pricing and Work plan
- Systemising the client and how they prepare for you
- Money Laundering in practice
- Pricing
- Letter of Engagement
Day-to-day operations
- The starting point
- Converting all the paper to an accurate financial record
- Two practical exercises
- Sage tips and guide
- Controls and check
Case Studies
- Member examples, Ethical decisions, Accurate record keeping, Spotting signs of financial difficulties
Microsoft Office - Overview
Question and Answers
The workshop content is subject to change at any time and is at the discretion of ICB
Pricing
£199.00 per workshop
Fee includes refreshments, lunch and all hand-outs
If you book for both workshops, the fee will also include a follow-up telephone call of 15 minutes to discuss your individual specific action plan.
Each member attending the workshop will receive free copies of ICB materials.
Duration
Each workshop is one day
To book your place on a workshop, please click here
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