PracticeGuru Learnings · Course
Running the Firm: Systems & Quality
Does the office slow down every time you are away? Build simple systems so work is allocated, checked and closed the same way every time, and fewer mistakes reach clients.
New courseFirst lesson freeCertificate
- 14 short lessons
- about 3.1 hours in all
- SOP template, review checklists, work register and paperless plan (Word)
- for owners and senior staff
7-day money-back guarantee: 100% refund if you ask within 7 days of paying.
What you will do
Each lesson ends with a "Do this today" box. By the last lesson you have a work register, SOPs and review checklists for your main services, an error log and a 30-day paperless plan.
- Free Why the office stops without youThe partner-away test, and the six systems this course builds. · 12 min
- 01 The work register: one list of every jobOne list of every job, its owner, status and due date. · 12 min 🔒 Paid
- 02 Allocating work, backups and handoverFair allocation, a backup for every client, and handover without gaps. · 13 min 🔒 Paid
- 03 Deadlines and the year calendarA firm calendar with internal deadlines well before due dates. · 12 min 🔒 Paid
- 04 SOPs that people actually useOne-page SOPs written from the way the work is really done. · 12 min 🔒 Paid
- 05 Review checklists for each serviceShort checklists for ITR, GST monthly, TDS, audit support and ROC. · 14 min 🔒 Paid
- 06 Working papers and closing a fileWhat every job folder must hold, and the checklist that closes a job. · 14 min 🔒 Paid
- 07 Maker-checker and partner reviewWho prepares, who checks, and what reaches the partner. · 13 min 🔒 Paid
- 08 Review notes that close and teachWriting, clearing and closing review notes, and spotting patterns. · 12 min 🔒 Paid
- 09 The error log: learning from mistakesRecord every error, find the cause, change the system. · 13 min 🔒 Paid
- 10 Quality standards for firms doing assurance workWhat SQC 1 asks of firms that do audits, and how a small firm meets it. · 15 min 🔒 Paid
- 11 Going paperless: a 30-day planMove from paper to digital, and keep and dispose of records safely. · 14 min 🔒 Paid
- 12 The weekly office meeting and four numbersA 30-minute weekly meeting and four numbers that show if it works. · 13 min 🔒 Paid
- 13 The ICAI compliance deskOne table and one owner for the firm's own ICAI dates: UDIN, CPE, firm forms, articles, books. · 14 min 🔒 Paid
Who made this
The PracticeGuru team, who run OneClick Branding for thousands of tax professionals. Practical systems for small CA offices, with ICAI standards quoted only where checked, and "check the current rules" everywhere else.