F ind the right answer. Take the right path. CCH iKnow Business Fitness Practice Tools Content Guide In creating CCH iKnow, we’ve been mindful that no two accountancy firms are the same, so if you are a specialist accountancy firm, a sole practitioner or one dealing with a broad range of compliance and business advisory, it’s easy to build a subscription package that suits your business focus and budget. Flexible Bronze, Silver and Gold pricing packages and modules mean you will only pay for the level of content you need. ACC - register and activate online service • Procedure: ACC - register and activate online services n • Guide: Key features of ACC online services n • Letter: ACC updated authority for existing clients n • Guide: ACC registration n • Guide: Manage portfolio n • Guide: Create and delete portfolio n • Guide: Link levy account to portfolio n • Guide: Remove levy account from portfolio n • Guide: Portfolio link report n Income tax ACC - administration and advisory • Procedure: ACC - administration and advisory n • Guide: Comparing ACC CoverPlus extra with ACC CoverPlus n • Guide: ACC access types n ACC - market the administration and advisory service • Procedure: ACC - market the administration and advisory service n • Client letter: ACC pre-engagement n • Client letter: ACC engagement n • Guide: ACC engagement n iknow.cch.co.nz 1 Bronze Silver (+ Bronze) Gold (+ Bronze & Silver) Advising Clients Smart tools Streamline your practice • FAQs fact sheets (75) • White label newsletter + social media posts (monthly) • Business advisory guides (68) • Tax payments wall planner • FBT Calculator • LTC kit • Workpapers 2017 + NZ annual accounts guide • Livestock workpapers • Dividend workpapers • Annual Accounts checklist builder incl client questionnaire templates • All calculators including Mixed Use Assets • NCPFO - NZ Company Forms • NZTPO - Trust Minutes & resolutions & Checklists • Procedures • Quality control manual • Letters to clients, IRD, govt depts & profs • Forms • Checklists • Policies Content Summary Content Guide
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Find the right answer.Take the right path.
CCH iKnow Business Fitness Practice Tools Content Guide
In creating CCH iKnow, we’ve been mindful that no two accountancy firms are the same, so if you are a specialist accountancy firm, a sole practitioner or one dealing with a broad range of compliance and business advisory, it’s easy to build a subscription package that suits your business focus and budget. Flexible Bronze, Silver and Gold pricing packages and modules mean you will only pay for the level of content you need.
ACC - register and activate online service
• Procedure: ACC - register and activate online services
n
• Guide: Key features of ACC online services n
• Letter: ACC updated authority for existing clients n
• Guide: ACC registration n
• Guide: Manage portfolio n
• Guide: Create and delete portfolio n
• Guide: Link levy account to portfolio n
• Guide: Remove levy account from portfolio n
• Guide: Portfolio link report n
Income taxACC - administration and advisory
• Procedure: ACC - administration and advisory n
• Guide: Comparing ACC CoverPlus extra with ACC CoverPlus
n
• Guide: ACC access types n
ACC - market the administration and advisory service
• Procedure: ACC - market the administration and advisory service
n
• Client letter: ACC pre-engagement n
• Client letter: ACC engagement n
• Guide: ACC engagement n
iknow.cch.co.nz1
Bronze Silver (+ Bronze) Gold (+ Bronze & Silver)
Advising Clients Smart tools Streamline your practice
• FAQs fact sheets (75) • White label newsletter + social media posts (monthly)• Business advisory guides (68)• Tax payments wall planner• FBT Calculator• LTC kit
• Client letter: Business valuation engagement (non independent)
n
• Client letter: Business valuation engagement (independent)
n
• Client letter: Business valuation information required
n
• Client letter: Business valuation draft report n
• Client letter: Business valuation letter of representation
n
• Client letter: Business valuation report n
Virtual CFO
• Procedure: Virtual Chief Financial Officer (CFO) n
• Client letter: VCFO proposal n
AdministrationBanking
• Procedure: Banking n
Computer system
• Procedure: Computer system - backups n
• Procedure: Computer system - restoring from backups
n
• Procedure: Computer system - update practice software
n
• Procedure: Practice management software - installing updates
n
Correspondence
• Procedure: Correspondence - filing n
• Procedure: Filing correspondence example n
• Procedure: Correspondence - writing n
Couriers
• Procedure: Couriers n
• Form: Courier log n
14iknow.cch.co.nz
Dealing with death
• Procedure: Dealing with death n
• Letter: Dealing with death - letter to solicitor n
• Letter: Dealing with death - executor letter to IRD n
• Letter: Dealing with death - KiwiSaver n
• Letter: Dealing with death: letter to IRD n
• Checklist: Dealing with death n
Debtor control
• Procedure: Debtor control n
• Guide: Eleven keys to prompt payment n
• Letter: Debtors - 1st letter to debtor n
• Script: Second telephone call to overdue debtor n
• Letter: Debtors - 2nd letter to debtor n
• Letter: Debtors - 3rd letter to debtor n
Debtor management - feeSmart
• Procedure: Debtor management - feeSmart n
• Letter: feeSmart sample debtors n
• Guide: feeSmart sample newsletter article n
• Guide: feeSmart - 10 things the firm should know n
• Form: feeSmart forms for approval n
• Form: feeSmart clients list n
Debtor receipting
• Procedure: Debtor receipting n
Debtor reconciliation
• Procedure: Debtor reconciliation n
• Form: Bank receipts reconciliation n
Fees
• Procedure: Fees n
• Form: Fees preparation sign off n
File naming and saving protocols
• Procedure: File naming and saving protocols n
• Guide: File naming and saving example n
Fixed assets control
• Procedure: Fixed assets control n
• Form: Fixed asset register n
Insurance register and review
• Procedure: Insurance register and review n
• Form: Risk insurance schedule n
Mail handling
• Procedure: Mail handling n
• Form: Mail ledger n
Business continued
CCH iKnow Business Fitness Practice Tools Content Guide
Office security and maintenance
• Procedure: Office security and maintenance n
• Form: Key and alarm monitoring n
• Form: Maintenance authorisation n
Ordering goods and services
• Procedure: Ordering goods and services n
• Form: Purchase order n
Payment of accounts
• Procedure: Payment of accounts n
• Procedure: Payment of accounts for the firm n
• Procedure: Payment of accounts - auto payments and direct debits
n
• Procedure: Payment of accounts - desk banking n
• Procedure: Client - payment of accounts n
Payroll and PAYE
• Procedure: Payroll and PAYE n
Petty cash
• Procedure: Petty cash n
Practice management - changing firm details
• Procedure: Practice management - changing firm details
n
• Letter: Changing firm details n
• Checklist: Changing firm details n
• Letter: Changing client manager n
Reception maintenance
• Procedure: Reception maintenance n
Stationery and office supplies
• Procedure: Stationery and office supplies n
• Form: Stationery requirements n
• Form: Office shopping requirements n
• Form: Principal suppliers n
Telephone answering
• Procedure: Telephone answering n
Timesheets
• Procedure: Timesheets n
Trust account administration
• Procedure: Trust account administration n
• Letter: Trust account bank notice n
• Form: Trust account - client authorisation for deposit
n
• Form: Trust account - client authorisation for withdrawal
n
• Client letter: Trust account - confirmation of withdrawal of funds
n
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ClientsAppointments
• Procedure: Appointments n
• Form: Appointment detail n
• Client letter: Appointments - confirmation of appointment
n
Client categorisation
• Procedure: Client categorisation n
• Form: Client categorisation n
• Client letter: Letter to a D client n
Client queries and complaints
• Procedure: Client queries and complaints n
• Script: Dealing with complaints n
• Client letter: Complaints - reply n
Client records folders
• Procedure: Client records folders n
• Form: Client records folders tabs n
• Client letter: Client records folders n
• Form: Client records folders instructions for use n
Returning records
• Procedure: Returning records n
• Form: Records return cover sheet n
Client screening
• Procedure: Client screening n
• Form: Client screening questions n
Contact
• Procedure: Contact n
• Script: Greeting a visitor n
• Form: Refreshments menu n
• Form: Visitor log n
Deletions
• Procedure: Deletions n
• Client letter: Ethical clearance - deleted client n
• Checklist: Deletion of client n
• Checklist: CCH iFirm contact archive n
Fee queries
• Procedure: Fee queries n
• Client letter: Fee queries letter invoice in order n
• Client letter: Fee queries letter credit note n
• Client letter: Fee queries letter service quality in order
n
• Client letter: Fee queries letter service quality deficiency
n
Business continued
CCH iKnow Business Fitness Practice Tools Content Guide
• Worksheet: Fee analysis spreadsheet n
• Client letter: Fee queries letter fee analysis n
Feedback from clients
• Procedure: Feedback from clients n
• Client letter: Feedback - covering text for letter or email
n
• Form: Feedback on completion of work n
• Form: Feedback - annual feedback n
• Form: Feedback - service standards n
Fixed price agreement preparation
• Calculator: Fixed price agreement n n
• Procedure: Fixed price agreement preparation n
• Client letter: Fixed price agreement n
• Form: Automatic payment n
IRD online service - client maintenance
• Procedure: IRD online service - client maintenance
n
• Form: IRD information authority n
Meetings - new clients
• Procedure: Meetings - new clients n
• Guide: Meetings - tips for a successful meeting n
• Guide: Why clients change accountants n
• Guide: Ideal client profile n
• Form: Meeting agenda - new clients n
• Form: Prospect tracking sheet n
• Client letter: Prospect follow up n
• Form: Authority to act as accountant n
• Form: New client and MYOB setup n
• Form: New client detail n
New clients
• Procedure: New clients n
• Flowchart: New client setup n
• Checklist: Welcome kit preparation n
New clients - administration
• Procedure: New clients - administration n
• Form: CCH iFirm contact setup n
• Letter: Ethical clearance letter on acceptance of engagement
n
• Client letter: Referral thank you n
• Checklist: New clients n
New Clients - welcome Pack
• Procedure: New clients - welcome pack n
• Client letter: Engagement - new clients n
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Business continued• Client letter: New client welcome n
• Client letter: Our relationship n
• Form: Deed of guarantee for company n
New clients - setup
• Procedure: New clients - setup n
Strategic proceduresATE application
• Procedure: ATE application n
• Letter: ATE cover letter n
Mentor application
• Procedure: Mentor application n
• Form: Registered mentor status cover letter n
Practice review preparation
• Procedure: Practice review preparation n
• Guide: Practice review preparation n
• Form: Practice review preparation action plan n
Strategic planning day
• Procedure: Strategic planning day n
• Form: Strategic planning day agenda n
• Form: Organisation chart n
• Guide: SWOT analysis guidelines n
• Form: SWOT analysis n
• Form: Client analysis summary n
• Form: Client services summary n
• Form: Pricing summary n
• Form: Team member summary n
• Form: Marketing summary n
• Form: Trading history and KPI summary n
• Guide: Team effectiveness exercise n
• Form: Strategic planning day action plan n
• Form: Strategic planning day debrief n
MarketingPress kits
• Procedure: Press kits n
• Checklist: Press kit preparation n
Seminars
• Procedure: Seminars n
• Client letter: Seminar invitation n
• Form: Seminar registration n
• Script: Seminar invitation n
• Client letter: Seminar reminder n
• Client letter: Seminar invitation reminder n
• Form: Seminar booking sheet n
• Client letter: Seminar confirmation of registration
n
• Form: Seminar registration reminder - onsite n
• Form: Seminar registration reminder - online n
• Form: Seminar feedback n
• Client letter: Seminar thank you n
Policies• Policy: Areas of operation n
• Policy: Client relationships n
• Policy: Courtesy n
• Policy: Email n
• Policy: Ethics standards n
• Guide: Ethical standards - situations facing members on a regular basis
n
• Policy: Health and safety n
• Guide: Health and safety responsibilities chart n
• Policy: Mission statement n
• Policy: Quality control manual n
• Policy: Service standards for dealing with clients n
• Policy: The Privacy Act 1993 n
Knowledge base• Rates and thresholds table n
CCH iKnow Business Fitness Practice Tools Content Guide
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• Company forms and checklists *see sperate brochure for full list
n
• Company law news alerts n
• Q&As on Company law n
Companies• Practical overview of trust law n
• Trust minutes, resolutions and checklists *see sperate brochure for full list
n
• Trusts and estates law news alerts n
Trusts
iknow.cch.co.nz
EmploymentEmployment process
• Procedure: Employment process n
• Guide: Employment process diagram n
Employment - recruitment
• Guide: Trial and probation n n n
• Procedure: Employment - recruitment n
• Form: Review practice tasks n
• Guide: Employing an executive assistant (EA) n
• Guide: Employing a client services assistant (CSA)
n
• Guide: Employing a business manager n
• Form: Position analysis n
• Form: Position description n
• Form: Position description examples n
• Form: Position description - accountant n
• Form: Position description - accounting technician
n
• Form: Position description - business advisor n
• Form: Position description - business manager n
• Form: Position description - client manager n
• Form: Position description - client services assistant (CSA)
n
• Form: Position description - client services manager (CSM) or office manager
n
• Form: Position description - executive assistant (EA)
n
• Form: Position description - IT manager n
• Form: Position description - office junior n
• Form: Position description - partner or director n
• Form: Position description - receptionist n
• Form: Position description - tax administration manager
n
• Form: Position description - firm policies n
• Form: Position description - accounts receivable
n
• Guide: Recruitment - use an agency or do it yourself
n
• Guide: Drafting and placing an advertisement n
• Guide: Recruitment - sort applications and shortlist
n
• Guide: Skills testing n
• Guide: DiSC profiling n
• Guide: Reference checks n
• Form: Reference check n
• Guide: Recruitment - make decision and notify applicants
n
• Letter: Rejection email n
• Letter: Rejection n
• Form: Employment agreement n
• Letter: Recruitment - employment agreement n
• Letter: Recruitment - offer of employment n
Employment - selection
• Procedure: Employment - selection n
• Script: Interview process n
• Guide: Interviewing n
• Guide: Recruitment questions examples n
Employment - induction
• Procedure: Employment - induction n
• Checklist: Pre-induction n
• Checklist: Induction itinerary n
• Guide: Team member handbook n
• Form: New team member n
Employment - confirmation of appointment
• Procedure: Employment - confirmation of appointment
n
• Form: Review - month 1 n
• Form: Review - month 2 n
• Form: Review - month 3 n
• Form: Salary review n
• Form: Employment - letter confirming position n
Employment - training programmes
• Procedure: Employment - training programmes n
• Form: Individual team member training record n
• Guide: Training tools and resources n
• Checklist: Internal training n
• Form: Training feedback n
• Form: Course request n
• Form: Training and seminars planner n
• Form: Course review n
Employment - performance management
• Procedure: Employment - performance management
n
• Guide: Career development review n
• Form: Career development review n
• Form: Team member performance evaluation n
• Form: Career development action n
• Form: Career development review salary letter n
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CCH iKnow Business Fitness Practice Tools Content Guide
iknow.cch.co.nz
Employment continued
CCH iKnow Business Fitness Practice Tools Content Guide
Employment - termination n
• Procedure: Employment - termination n
• Guide: Dismissal guidelines n
• Form: Employee leaving checklist n
• Form: Acceptance of resignation letter n
• Form: Giving a reference n
• Form: Exit interview questionnaire n
• Sample: Termination of employment letter n
Grievances
• Procedure: Grievances n
• Form: Grievance n
Health and safety - accident and incident reporting
• Procedure: Health and safety - accident and incident reporting
n
• Form: Accident and incident report n
• Form: Near miss or incident report n
• Checklist: Investigating an accident or incident n
Health and safety - emergencies
• Procedure: Health and safety - emergencies n
• Guide: Emergency evacuation map n
• Guide: Floor plan for exits fire extinguishers first aid kit and hose reels
n
• Form: Local service directory n
Health and safety - first aid
• Procedure: Health and safety - first aid n
• Checklist: First aid kit n
Health and safety - guidelines
• Procedure: Health and safety - guidelines n
Health and safety - visitors to the workplace
• Procedure: Health and safety - visitors to the workplace
n
• Form: Contractor induction n
KiwiSaver - administration
• Procedure: KiwiSaver - administration n
• Letter: KiwiSaver letter existing employee info pack
n
• Letter: KiwiSaver letter IRD advice existing employee joined
n
• Form: KiwiSaver information n
Leave entitlement
• Procedure: Leave entitlement n
• Form: Application for leave n
• Form: Annual leave planner n
• Form: Annual advanced accrued sick bereavement leave record
n
Personnel file
• Procedure: Personnel file n
• Form: Employee personal file tabs n
• Checklist: Employee personal file n
• Form: Expense reimbursement claim n
• Form: Standard career development n
• Form: Team member monthly report n
• Form: Client manager monthly report n
• Form: Team member annual feedback n
• Form: Holidays cash up request n
• Form: Transfer of public holidays request n
• Form: Team member change of details n
• Form: Previous employment history n
• Form: Current employment history n
• Form: Skills and qualifications record n
• Form: Training record n
• Form: Absence and lateness record n
• Form: Benefits n
Team - meetings
• Procedure: Team - meetings n
• Form: Team meeting minutes n
Training - annual schedule
• Procedure: Training - annual schedule n
• Form: List of training providers n
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• Depreciation rate finder n n n
• NZ Annual Accounts Guide. This guide is designed to be used in conjunction with the CCH Workpapers. It offers practical tax advice to assist in the preparation of annual accounts for clients.
n n n
Free source materials
iknow.cch.co.nz
CCH iKnow Business Fitness Practice Tools Content Guide
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For more information about CCH iKnow's practical tools and research content contact the Account Manager for your area:Aaran Cavallo: NZ BDM, Business Fitness Specialist 021 430 704 [email protected]