Technical and Practice Guidance

We have created a number of guidance documents to assist members on technical matters and also guidance to assist with the administration of their practice.

• 10 Essential Elements Your Bookkeeping Website Needs
• Bookkeeping for Cryptocurrency
• Building Trusts as an Accounting Technician
• Cash Flow Conversations
• Customer Relationship Management for Accounting Technicians
• Disclosing Commissions and Referral Fees
• End of Financial Year PLanning and Prioritisation
• End of Year Review
• Ethical Letter
• Fee Structures
• Handover Checklist
• Health and Wellbeing for Business Owners and Advisors
• Help Your Clients Set a Budget
• How to Deal with Tech Fatigue
• How to Offer Value to Clients in Tough Times
• Is it Time to Raise Your Fees
• Marketing in Tough Times
• Plan a Break to Prevent or Recover from Burnout
• Professional Workflow Practices for BAS Deadlines
• Schedule Time to Work on Your Business
• The Benefits of a Digital Declutter
• TPB Advice on the Use and Disclosure of a Clients TFN in Emails
• TPB Continuing Professional Education New Requirements
• Your Six Core Needs PAYG