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Reach your goals, boost your success

4-step practice success plan

Whether you’re aiming to boost practice productivity, meet MTD for ITSA, or drive profitability, the 4-step practice success is here to help you achieve your goals. Sign up to Sage for Accountants free to get started. 

Not sure how to prepare for MTD for ITSA?  Visit the accountants and bookkeepers MTD hub to learn more. 

How does it work?

Split into 4 masterclasses and accessible as soon as you sign up free to Sage for Accountants, your 4-step success plan course includes: 

Run by Sage advisors: Covering key topics from creating effective pricing strategies and engaging new clients, to preparing your clients and practice for MTD for ITSA 

Resources to help you succeed: Including client communication and engagement packs, an MTD for ITSA checklist, client onboarding checklists and much more 

Advice from accountants like you: Hear how accountants have improved practice performance, profitability, and productivity 

Accreditations: Earn badges for each masterclass completed 

How each masterclass helps boost your success

Start building a plan around your goals


Our first masterclass gives you everything you need to start building a success plan around your goals:

  • Prepare your practice for MTD for ITSA
  • Review the talent and potential in your team
  • Build your smart objectives
  • Hear how BookSmart Accounting boosted productivity 

Prepare your practice to go digital and get MTD-ready

masterclass 2

Masterclass two is all about getting prepared. Take control of your communications across your practice and your clients to succeed. 

  • Calculate how much time you can save with digital working and automation 
  • Learn the best ways to communicate change to clients 
  • Appoint practice champions for your plan launch 
  • Review your current software and assess tools needed 
  • Implement an effective pricing strategy 

Engage your clients at every step from pricing to MTD

masterclass 3

Our third masterclass is all about your clients. Get everything you need to keep clients engaged and effectively communicate key information. 

  • Learn how to talk to clients about the impact of MTD 
  • Tackle the fear of repricing for client work 
  • Unlock a pack you can use to structure client communications 
  • Create a communication plan 

Deliver your plan and achieve your goals

masterclass 4

The final masterclass is designed to help you succeed with your 4-step plan by giving you the final details that will help you boost profitability, productivity, and performance.  

  • Get advice on how to increase employee and client confidence 
  • View a breakdown of how MTD affects different kinds of clients 
  • Create a smooth process for new practice clients 
  • How to use technology to improve onboarding 
  • Build strong collaborative relationships from day one 

It only takes three steps to get started…

To start customising your platform, sign up free for Sage for Accountants.

Step 1: Sign up for the Sage for Accountants platform for free. 

Step 2: Get started with free functionality and support straight out of the box including the 4-step practice success plan masterclasses.

Step 3: Customise your platform by adding tools like Accounting and Payroll. Each tool has its own plans and pricing. Add tools for client work and for your practice. 

Have Partner Edition? Learn about your upgrade to Sage for Accountants 

4-step practice success plan FAQs

Each masterclass is around 1.5 hours, broken up into 4 short modules. Our masterclasses are designed so that you can pick up your planning in your own time, when it suits you. 

Here are some of the materials available through the masterclasses: 

  • MTD: Practice survival guide 
  • Practice segmentation spreadsheet 
  • ROI calculator 
  • MTD ITSA checklist 
  • MTD e-learn 
  • MTD FAQs 
  • Client communication pack 
  • Client onboarding checklist 
  • 4-step practice success plan infographic 
  • 4-step practice success plan checklist 
  • Sage University training for your clients 
  • MTD e-learn for your clients 
  • Blogs for accountants and bookkeepers 
For each masterclass you complete, you’ll receive a virtual badge so that you can share your success with your colleagues or your network. Complete each masterclass to earn all the badges. 

Related tools to help your practice succeed 

Sage Membership - helping your practice thrive

It takes more than software to run a successful practice. Learn how Sage for Accountants provides the support and resources your practice needs to succeed.

MTD for ITSA - are you ready?

Learn when you and your clients need to submit quarterly tax returns in compliance with MTD for ITSA and how to  reduce its impact.

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