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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.

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: 25 Safe Prompts for Daily Office Work 25 safe, copy-ready ChatGPT prompts for daily work in a tax and accounts office: client mails, reading long documents, Excel registers, checklists and meeting notes. 20 Oct 2026 · 11 min read Office skills Excel for Chartered Accountants: 15 Formulas You Need The 15 Excel formulas a tax and accounts office really uses, each with a copy-ready example on everyday office files: fee register, client master, task tracker and document checklist. 20 Oct 2026 · 10 min read Practice growth How to Ask a Client for Payment Politely: 7 CA Scripts Seven copy-ready scripts for fee reminders, from the due-date note to the partner's final message, with a simple reminder ladder 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 a simple AI policy and 30-day rollout for your firm. 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 · 9 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: 10 Jobs to Automate Now Ten repeated jobs in a tax and accounts office that free tools can handle: document collection, reminders, WhatsApp quick replies, inbox sorting, file naming, trackers and first drafts. Plus how to choose and run them 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 a client profitability sheet and what to do next. 20 Oct 2026 · 9 min read Practice growth Engagement Letter Format for Chartered Accountants A clear engagement letter structure for any professional office: scope, exclusions, client duties, timelines, fees and limits, with a sample letter and a note on SA 210 for audits. 20 Oct 2026 · 9 min read Firm management Data Security for CA Firms: DPDP-Ready 12-Point Checklist A plain 12-point checklist to protect client files, passwords and DSCs in a small office, mapped to what the DPDP Rules 2025 ask for. 20 Oct 2026 · 10 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, the sheets behind them, and a monthly routine your team can run in a day. 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, with a day-by-day plan. 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, step-by-step starters, 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), a section-by-section outline, and the SOPs, reviews and file rules that make it real. 20 Oct 2026 · 10 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 · 9 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 clauses to settle together before the lawyer drafts, the ICAI rules that limit what a CA firm's deed can say, and the filings when partners change. 20 Oct 2026 · 10 min read

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