Good afternoon lovely,
I’ve noticed that many of you have been exploring our working papers but hesitating to take the plunge. I get it—it’s hard to know exactly what you’re getting when you can’t see inside the product. That’s why I’ve recorded a quick video to walk you through what’s included and how these working papers can transform your confidence and efficiency.
Here’s a snippet of the level of detail we’ve included to help you boost your confidence, increase your compliance, ensure you’re profitable and implementing your values at every touch point with your clients:
Here’s what you’ll discover in the video:
✅ A full breakdown of how our working papers provide a confidence boost for tasks you may not feel fully trained in, like bookkeeping, VAT returns, or corporation tax.
✅ How the checklists and process notes ensure you don’t miss a single step and protect you against investigations (they’ve scored full marks with HMRC!).
✅ Why these working papers are perfect for scaling your practice, whether you’re growing your team or simply refining your internal processes.
✅ The customizable structure that tracks who prepared and reviewed each job, plus sections for planning, finalization, and review.
✅ How these tools help you stay profitable, keep thorough client notes, and save time at every touchpoint.
✨ Bonus News: We’re launching exciting updates in the New Year, including live sessions and video tutorials at every step to help you maximize the value of these tools.
If you’ve been thinking about investing in working papers, now’s the time! Between Christmas and New Year, we always see a surge in purchases, and I want to ensure you’re fully equipped to hit the ground running in 2025.
Click below to explore our working papers and see how they can make your practice smoother, more profitable, and less stressful:
If you have any questions after watching the video, hit reply—I’m here to help!
Thanks for being the best internet friends & a very merry Christmas,
Rachel