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PracticeGuru LearningsBlog for tax and accounts offices

PracticeGuru Learnings Blog

Practical guides for CA and tax offices

For CAs, CSs, tax consultants and the people who work with them: getting clients within the rules, AI and Excel for daily work, office systems, teams and audit-firm readiness. Plain English, real office examples.

Audit firms Peer Review for CA Firms: Applicability and Checklist Does ICAI's peer review mandate catch your firm, and from when? The four phases in plain words, the Phase IV date of 31 December 2026, how the process runs on the PRB portal, and a quick readiness self-check. 2 Nov 2026 · 11 min read Practice growth How to Get Clients for CA Practice: 15 Ethical Ways 15 ethical ways for a practising CA to win and keep clients through relationships, referrals, retention and good enquiry handling, each checked against the ICAI Code of Ethics. 25 Oct 2026 · 10 min read Courses Online Courses for Chartered Accountants: 20 Compared An honest side-by-side of all 20 PracticeGuru Learnings courses, grouped by goal, so you can pick the one or two your office needs first. 20 Oct 2026 · 9 min read Firm management 10 Things to Improve Your CA Office This Year Ten changes, in a sensible order, that make a tax and accounts office calmer, faster and less dependent on the partner. Most cost nothing but a few hours. 20 Oct 2026 · 9 min read Firm management How to Start CA Practice in India: A 6-Month Plan A practical 6-month plan for newly qualified CAs: the ICAI registration steps in the right order, structure, budget, office, first clients within the rules. 20 Oct 2026 · 10 min read AI & automation ChatGPT for CA: Safe Prompts for Daily Office Work How to use ChatGPT safely in a tax and accounts office: the data rules, a prompt formula, five sample prompts for daily work and a 3-check routine before anything goes out. 20 Oct 2026 · 10 min read Office skills Excel for Chartered Accountants: The Formulas You Need The Excel formulas a tax and accounts office really uses: three essentials with a worked example each, the rest listed by job, and the habits that keep every sheet safe. 20 Oct 2026 · 9 min read Practice growth How to Ask a Client for Payment Politely: A CA Office Guide A polite first fee reminder you can copy, the principle behind a reminder ladder that keeps clients, the words to use and avoid, and the lines you should never cross. 20 Oct 2026 · 10 min read AI & automation AI Tools for Tax Professionals in India: A Practical Guide Which AI tools a tax and accounts office really needs, what each one is good for, the data settings to switch on day one, and what a simple firm AI policy and a 30-day rollout should cover. 20 Oct 2026 · 10 min read Practice growth How to Grow Your CA Practice: Solo to a 10-Person Firm Growth is not just more clients. This guide walks through four stages, from solo to a ten-person firm, and what to fix at each one before you move on. 20 Oct 2026 · 9 min read Office skills Google Workspace vs Microsoft 365 for CA Firms (2026) A plain comparison of Google Workspace and Microsoft 365 business plans for a tax and accounts office: plan names, email, files, Excel, meetings, security and AI, and how to choose. 20 Oct 2026 · 10 min read Office skills Skills Required for CA in 2026, Beyond the Syllabus The exam proves you know the subject. These eight practical skills decide how fast you grow in a firm or in your own practice, and how to build each one. 20 Oct 2026 · 9 min read AI & automation AI Automation for CA Firms: Office Jobs to Automate First Three repeated office jobs that free tools can handle, and why they are worth it: document collection, inbox sorting and a DSC register that watches itself. Plus how to choose and run automations safely. 20 Oct 2026 · 10 min read Firm management CA Firm Profit Margin: Which Clients Really Make Money A plain method to find your firm's real profit margin, your cost per hour, and which services and clients make money, with what to do about the ones that do not. 20 Oct 2026 · 9 min read Practice growth Engagement Letter Format for Chartered Accountants Why every job needs an engagement letter, the ten section headings for any professional office, the mistakes that cause fee disputes, and a note on SA 210 for audits. 20 Oct 2026 · 10 min read Firm management Data Security for CA Firms: DPDP-Ready 12-Point Checklist The 12 points that protect client files, passwords and DSCs in a small office, the top risks, three quick wins, and what the DPDP Rules 2025 ask for. 20 Oct 2026 · 9 min read Office skills Power BI for Chartered Accountants: Office and Client MIS What Power BI can do for a tax and accounts office: five office dashboards for the partner, a monthly client owner page, the free and paid parts, and safe sharing. 20 Oct 2026 · 10 min read Office skills MIS Report Format in Excel for Clients (Free Template) A ready MIS layout for your business clients in Excel: eight pages, ten KPIs, how the workbook behind them should work, and the habits that keep the pack on time. 20 Oct 2026 · 9 min read Office skills Articled Assistant's First Week: 13 Rules of a CA Office The 13 unwritten rules of a CA office, written down: what new articles and staff should do in their first week, and how the week usually runs. 20 Oct 2026 · 9 min read Practice growth How to Get Clients for Your Tax Consultancy Business A practical plan for non-CA tax consultants to win and keep clients: a clear niche, a local Google presence, referrals, fast enquiry handling, renewals, and hiring help as you grow. 20 Oct 2026 · 9 min read Office skills Power Query and Macros for Accountants: Automate Excel How Power Query and macros turn repeated monthly Excel jobs into one Refresh or one button: which tool fits which job, before and after examples, and the safety rules for macros. 20 Oct 2026 · 10 min read Firm management Quality Control Manual for CA Firm: SOPs and Reviews A short, true quality manual beats a thick borrowed one. What SQC 1 asks for as at October 2026 (SQM 1 is deferred), the sections to include and why each matters, and the SOPs, reviews and file rules that make it real. 20 Oct 2026 · 9 min read Practice growth New Areas of CA Practice: 7 Service Lines for 2026 Seven service lines a practising CA can add in 2026, what each needs, the rules to check first, and how to make the new line known within the ICAI Code. 20 Oct 2026 · 10 min read Firm management Partnership Deed for CA Firm: 12 Clauses to Get Right Most partner disputes come from what the deed never covered. The 12 clause areas to settle together before the lawyer drafts and why each matters, the ICAI rules that limit what a CA firm's deed can say, and the filings when partners change. 20 Oct 2026 · 9 min read

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