| Who it is for | Partners and practitioners who want more clients | Partners and every staff member who touches client data | Partners and staff who write mails, read notices or work in Excel | Articles, juniors and partners who work in Excel every day | Partners and senior staff who take on clients and chase fees | Every new staff member and articled assistant, in their first weeks | Partners and staff who repeat the same office work every month | Offices setting up or tidying Google Workspace or Microsoft 365 | Owners and partners who want to know which work makes money | Owners and seniors who manage staff and articled assistants | Newly qualified CAs and tax practitioners starting their own practice | Owners and seniors who want the office to run without them | CAs and tax practitioners who have a website, or are getting one | Audit firms coming under ICAI peer review, including PSU bank branch auditors and firms with 3+ partners | Proprietors and small firms thinking of merging, joining a network or staying solo | Practising CAs who want a monthly advisory line for MSME clients | Audit firms aiming for bank branch, C&AG and other audit panels | Partners of existing 2 to 5 partner CA firms | Senior staff, accountants and partners who already use Excel every day | Senior staff, accountants and partners who already use Excel every day |
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| Length | 25 chapters, about 20 days at your own pace | 13 lessons of 12 to 18 minutes; done in a week | 22 lessons of 10 to 15 minutes; done in three weeks | 14 lessons of 12 to 15 minutes, on real office files | 16 lessons of 12 to 15 minutes | 13 lessons of about 10 minutes; done in the first week or two | 13 short lessons; set up one automation a week | 13 short lessons, in a Google track and a Microsoft track | 13 short lessons, done in a few weeks | 13 short lessons for owners and seniors | 13 short lessons for your first 6 months | 14 short lessons for owners and seniors | 15 short lessons, best done with your website open | 13 short lessons, done well before your due date | 13 short lessons for owners and partners | 13 short lessons for owners and seniors | 13 short lessons, best started a year before the panel season | 13 short lessons for all the partners together | 13 short lessons, with a practice file and a number to check for every hands-on lesson | 14 short lessons, with practice files and numbers to check for every build |
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| Format | Read or listen; each chapter ends with action points in your Guided Sales Book | Short lessons, each ending with a "Do this today" box | Short lessons with prompts you can copy, each ending with a "Do this today" box | Short lessons, with practice sheets for 10 of the 14 lessons | Short lessons with letters, reminder messages and call scripts in Word | Short lessons, each ending with a "Do this today" box; with the Office Subscription Plan your own office rules show inside them | Step-by-step lessons with free tools first, paid options after | Short how-to lessons; free versions first, business plans after | Short lessons with worksheets, built on your own firm's numbers | Short lessons with templates and scripts for real office situations | Short lessons with checklists, a budget template and links to the current ICAI procedure | Short lessons with SOP, checklist and register templates | Short lessons with checklists, within the ICAI rules for websites | Short lessons with checklists and templates, every rule cited to ICAI | Short lessons with checklists, cited to ICAI merger and networking guidelines | Short lessons with a package sheet, pricing worksheet, scope letter and MIS pack | Short lessons with checklists, every rule cited to ICAI, RBI or C&AG sources | Short lessons with templates; deed points framed as questions for your lawyer | Numbered steps for Windows Excel (Microsoft 365), Start and Finished practice files, copy-paste code | Numbered steps for free Power BI Desktop on Windows, practice files, copy-paste measures |
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| You finish with | Your own sales manual of 101 action points, and a certificate | A password manager, a DSC register, a tested backup, a joiner and leaver checklist, a one-page data safety policy and a DPDP evidence workbook | One AI tool set up safely, a data-masking habit, a checking rule for every AI answer and a signed one-page firm AI policy | Clean portal and bank data, lookups, pivots, Power Query and 4 office templates (fee register, client master, work tracker, DSC register) | Engagement letters, a fee-revision letter, a polite reminder ladder and a one-page client and fee policy | A joiner who knows the office habits; with the Office Subscription Plan, also one who has read and confirmed your own office rules | Forms, reminders, email rules and a task tracker that run themselves, plus an office automation plan | Office accounts, shared folders, a shared mailbox, an office calendar and a 30-day rollout plan | Your cost per hour, profit by service and client, a yearly revenue plan and a one-page dashboard | Job descriptions, a delegation habit, one-to-ones, fair appraisals and a second line of seniors | A budget and runway, an office and software set-up list, a first-client checklist and a 6-month launch plan | A work register, SOPs and review checklists for your main services, an error log and a 30-day paperless plan | A website Google can find, service pages that rank, Search Console and GA4 set up, and a monthly SEO routine | You know whether and when the mandate applies, with an assurance register, a quality control manual outline and review-ready files | A clear choice of option, a fit checklist, a due diligence list, deed points and a 100-day plan | Packages, a retainer price, a scope letter, an onboarding checklist, an MIS pack and a monthly meeting routine | Firm records in order, a year-ahead calendar and filing checklists for the panels you want | Partner job descriptions, a decision rights matrix, a monthly partners' meeting and a one-page partners' charter | Refreshable queries for your monthly data, three safe office macros and a handover sheet with an owner for each | Five office dashboards, a monthly partner review page and one client MIS with a monthly refresh routine |
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| Certificate | Pass a 20-question test | Read all 13 lessons | Read all 22 lessons | Read all 14 lessons | Read all 16 lessons | Read all 13 lessons | Read all 13 lessons | Read all 13 lessons | Read all 13 lessons | Read all 13 lessons | Read all 13 lessons | Read all 14 lessons | Read all 15 lessons | Read all 13 lessons | Read all 13 lessons | Read all 13 lessons | Read all 13 lessons | Read all 13 lessons | Read all 13 lessons | Read all 14 lessons |
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| Price | Rs. 999 + GST, lifetime | Rs. 599 + GST, lifetime | Rs. 999 + GST, lifetime | Rs. 799 + GST, lifetime | Rs. 999 + GST, lifetime | Rs. 599 + GST, lifetime | Rs. 799 + GST, lifetime | Rs. 599 + GST, lifetime | Rs. 999 + GST, lifetime | Rs. 799 + GST, lifetime | Rs. 799 + GST, lifetime | Rs. 799 + GST, lifetime | Rs. 799 + GST, lifetime | Rs. 999 + GST, lifetime | Rs. 799 + GST, lifetime | Rs. 999 + GST, lifetime | Rs. 999 + GST, lifetime | Rs. 799 + GST, lifetime | Rs. 999 + GST, lifetime | Rs. 999 + GST, lifetime |
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| Free to try | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson | Read the first lesson |
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