Section A
Planning & eligibility
Qualifications, practising certificates, leaving your firm, buying a fee block and choosing whether to go independent.
Do You Need to Be Qualified to Be an Accountant in the UK?
Is "accountant" a protected title in the UK? What you legally need to practise, and when a practising certificate or AML supervision applies.
Read guideHow to Start a Bookkeeping Business in the UK
A practical guide to starting a UK bookkeeping business: qualifications, AML supervision, licences, pricing, software and finding your first clients.
Read guideHow to Become a Self-Employed Tax Adviser in the UK
How to become a self-employed tax adviser in the UK: CTA vs ATT, HMRC tax adviser registration, Agent Services Account, PI insurance and niche selection.
Read guidePractising Certificates Explained: ACCA, ICAEW, AAT, ATT, CIOT, ICB, IFA
How UK accountant practising certificates work across ACCA, ICAEW, AAT, ATT, CIOT, ICB and IFA: eligibility, applying, timescales, renewal and audit.
Read guideACCA vs ICAEW vs AAT: Which Practice Licence Is Right for You?
Compare ACCA, ICAEW and AAT practice licences for UK accountants: eligibility, scope of work, cost, and how to switch bodies if you change your mind.
Read guideLeaving Your Firm to Start a Practice: Restrictive Covenants and Clients
How non-compete and non-solicit clauses work when you leave a firm to set up on your own, and how to handle clients ethically.
Read guideBuying an Accountancy Practice or Fee Block: A UK Buyer's Guide
Valuation multiples, due diligence and deal structures for buying a UK accountancy practice or fee block, plus how to onboard clients smoothly.
Read guideAccountancy Franchise vs Going Independent
Compares the cost, control and brand trade-offs of joining an accountancy franchise versus starting an independent UK practice.
Read guide
Back to the complete guide to starting an accounting practice
Start your free Remindoo trial
Set up deadlines, onboarding and workflows for your new practice with a 60-day free trial.
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
