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Choosing an online payment option
Giving customers an easy way to pay online can reduce debtor days and increase the amount of cash you have on hand...
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The dos and don’ts of switching to work for a client
In the wake of job cuts, you may receive job offers from former clients. Check non-competition clauses before saying ‘yes’...
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Engagement letter tool (Australia)
Engagement letter tool containing sample clauses to assist members in practice to prepare engagement documents for use with their clients in Australia. Updated in April 2026, to incorporate up to date...
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How accountants can survive the public trust crisis
Levels of trust have crashed, but accountants can play a big role in healing public faith in business and the finance sector...
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How to save companies from insolvency: 6 steps to a turnaround
When a business’s finances go pear-shaped, insolvency and restructuring experts can make a difference to its survival...
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N8 - Fees
This Guidance Note is issued to assist members in public practice when setting fees for professional services provided by them...
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Put the ‘good’ into good deeds – how to get pro bono work right
Approach unpaid work with the same diligence and professionalism that you apply to your paid work...
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Engagement letter tool (New Zealand)
Engagement letter tool containing sample clauses to assist members in practice to prepare engagement documents for use with their clients in New Zealand. Read the important information at the start of...
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Natural disaster resources for Australia
A range of resources and useful links to help you through natural disasters in Australia...
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Accountant’s Letter Toolkit
To assist members manage requests from lenders for client’s financial data for lender’s credit assessments, CA ANZ, CPA Australia and the IPA have jointly issued a toolkit to provide information and...
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Handling client money
What is client money? Client money is any money coming into the control of a member in public practice, or any of the member’s personnel which are the property of a client. It includes money...
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Family business: Getting the structure right
Establishing the correct structure for a family business will prevent problems down the track...
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Marketing your practice resource centre
Marketing support to help practitioners to promote their accounting practice...
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Tough love: insolvency and restructuring
The impact of COVID-19 measures and the toughening economic climate are making it more challenging for businesses to continue trading. Accountants need to be prepared to refer clients to insolvency...
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Signs of financial abuse of older people
Accountants can become aware of the financial abuse of older people during the course of their work. Here are some signs to watch for...