Initial Training

The initial training course lasts for 6 weeks and takes place at our Support Centre in Norwich

There are four TaxAssist Accountants training courses spread throughout the year

There will be due diligence, business plans and possibly raising finance to undertake before joining TaxAssist Accountants, so do contact us as soon as possible if you are interested in working towards any of our courses.  This will give you plenty of time to prepare and us the time to assist you.

The next four course dates are:

  • 07 February 2019
  • 13 June 2019
  • 05 September 2019
  • 31 October 2019

The courses last for six weeks and take place in Norwich, with a week’s home study in week four. All new franchisees are required to take an online aptitude test at home before joining the training course, and for those whom we feel it would be beneficial, we require them to attend a two day introduction to bookkeeping course ahead of the six week training course. If the franchisee passes the aptitude test they do not need to complete the pre-course training although they can still attend these two introductory days if they wish.

Tax, accountancy & software

The tax, accountancy and software training is delivered by our team of qualified accountants and trainers in conjunction with specialist training partners. Through this partnership we are able to ensure that materials are up to date, directly relevant for our network and of the highest quality.


Our marketing trainers provide a Business Acceleration Programme which encompasses five consecutive days of the six week initial training course, and continues for six months after the end of the training course. We work with you during the course to decide on the right business development activity for your territory, then monitor your success. If for instance, we notice that you are attending a good number of appointments but not signing up at the rate we expect, we will help you to increase your conversion rate. This level of ‘hand-holding’ is the kind of support you may need in your first six months, and will help you to build your business at an aspirational rate.

TaxAssist Bourton On The Water

The initial training was both as rewarding technically as it was entertaining, it was professionally presented and enjoyable, with the trainers & staff having a personable management style.

Roger Mills - Franchisee

Further training

Following the training course outlined above, there is further training in year one. The follow up training is a mixture of Technical, Practice Management and Business Development including Ltd Company Accounts, planning tools, staff recruitment and business plan development days. These areas are covered in additional training and mentoring at months 2, 3 and 6.

By the end of the initial training provided by TaxAssist Accountants you will know how to

  • Market yourself, recruit and retain your clients
  • Competently complete year end and monthly/quarterly accounts and tax computations
  • Complete Self-Assessment tax returns and various other tax forms
  • Operate bookkeeping + VAT software and be able to advise your clients
  • Run an efficient office/shopfront and business with the support of IT, marketing and eventually staff
  • In short – how to run and grow a successful business

Ongoing training

On an ongoing basis, we also provide modestly priced courses at our support centre in Norwich and regionally, to keep the network up to date with technical and marketing developments. Our marketing courses include pricing and fee raising as well as social media training to keep our network abreast of business relevant advancements.

Twice a year we provide Technical Update Days to cover Budget, tax and accountancy updates. These are held at four locations around the country at no extra cost.

Read about our marketing support...

Contact Nikki today for further information

[email protected] Click to email

0800 0188 297

0800 0188 297

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