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Post Info TOPIC: Continuity of practice agreement


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Continuity of practice agreement


I'm currently registered with IAB, and going through the process or getting the AML supervision in place so that I can begin to work as a sole trader offering bookkeeping and accounts services.

I need to find someone to create a continuity of practice agreement in place with - can anyone advise on how best to do this?

I haven't begun trading yet, but will only be taking on small businesses and individuals.

Thank you



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Posts: 3

I did it once Id started trading, having first found out who was operating in my local region and was from the same professional body (ICB in my case) and getting together with them from time to time to talk about the ins and outs of being a small bookkeeping practice and bitch about our awkward clients. That was useful to each of us in a professional and mini-social way and, from there, we sorted out how to cover for each other in extremis. Informal but thought-through. We agreed a flyer to explain our collaboration, with which to reassure clients old and new. Doing it this way meant we ourselves could be sure of each others qualifications, strengths and preferences. I hope that helps.

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