Professional Training1-to-1 Training for Landlords

Hands-on training to help landlords keep accurate, MTD-ready records and monthly controls - with optional 1-year telephone support. England & Wales. Current as at September 2026.

Run by professional landlords with decades of experience of property and accounting for their own businesses.

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Who It's For

Our training is designed for landlords of all sizes and structures

Any Portfolio Size

From single property owners to large SPVs managing extensive portfolios. Our training scales to your needs.

All Entity Types

Individuals, partnerships, and SPVs (companies). We understand the unique requirements of each structure.

Clean Records Focus

Perfect for owners or teams who want clean, review-ready records that stand up to scrutiny.

What You'll Learn

Comprehensive training modules covering all aspects of landlord recordkeeping

Accounting Fundamentals

Cash vs accruals; capital vs revenue; evidence trails and proper documentation.

  • Understanding cash and accruals accounting
  • Capital vs revenue expenditure classification
  • Creating robust evidence trails

Monthly Controls

Bank/lender reconciliations and comprehensive rent control listing systems.

  • Bank reconciliation procedures
  • Lender statement reconciliations
  • Rent control and tracking systems

Records-only approach to Section 24 with proper apportionments and detailed notes.

  • Section 24 record requirements
  • Interest apportionment methods
  • Comprehensive note-taking systems

Year-End Handover

Professional schedules, trial balance (companies), and comprehensive assumptions log.

  • Year-end schedule preparation
  • Trial balance for companies
  • Detailed assumptions logging

How It Works

Personalized, practical training tailored to your specific setup

One-to-One Video Sessions

Personal video sessions with practical walkthroughs. No generic training - everything is tailored to your specific needs and challenges.

Your Data, Your Setup

We work with your actual data and existing setup to build your monthly cadence. Real-world application from day one.

Tools-Agnostic Approach

Whether you use spreadsheets or software, we'll help you implement strong controls and procedures that work with your preferred tools.

OPTIONAL ADD-ON

1-Year Telephone Support

Information-only support for recordkeeping and controls to help you maintain your systems long-term.

Information-Only Scope

Support for recordkeeping processes and controls only. We don't provide tax, legal, or financial advice.

What We Cover

Processes, reconciliations, evidence management, logging systems - no advice or filing support.

Fair Use Policy

Queries scheduled during working hours under fair use guidelines to ensure quality support for all clients.

EXAMPLE ONLY - ILLUSTRATIVE, NOT A TOOL

Example Session Plan

A typical training journey - customized to your specific needs

1

Discovery & Mapping

  • Current system review
  • Gap analysis
  • Requirements mapping
  • Goal setting
2

Reconciliations & Issues

  • Bank reconciliation setup
  • Issue identification
  • Control implementation
  • Monthly procedures
3

Finance Cost & Evidence

  • Section 24 logging
  • Evidence indexing
  • Apportionment methods
  • Documentation standards
4

Handover & Readiness

  • Year-end schedules
  • Handover pack creation
  • Quality checks
  • Future planning
Please NoteThis is an illustrative example only and not a guaranteed structure. Your actual training plan will be customized based on your specific needs, current setup, and goals identified during the discovery phase.

Frequently Asked Questions

Get answers to common questions about our training program

Do you give tax advice or file returns?

No. We train you to keep records; your adviser provides advice/filings. Our role is purely educational - we help you establish robust recordkeeping systems and procedures, but all tax advice and filing responsibilities remain with your qualified accountant or tax adviser.

Do I need accounting software?

Not necessarily. Spreadsheets can work with strong controls and audit trails. We're tools-agnostic and will help you implement robust procedures whether you prefer Excel, Google Sheets, QuickBooks, Xero, or any other system. The key is having proper controls and documentation, not the specific tool you use.

What does the 1-year phone support cover?

Recordkeeping processes and controls only; fair use; no tax/legal advice or filings. This includes help with reconciliation procedures, evidence management, logging systems, and process clarifications. Support is scheduled during working hours and operates under fair use guidelines to ensure quality service for all clients.

Have More Questions?

Our team is here to help clarify any aspects of our training program.

Ask Your Question

How to Get Started

Simple steps to begin your training journey

1

Tell Us About You

Share details about your entities, property count, agents/lenders, and specific goals so we can tailor the training to your needs.

2

Share Sample Records

Securely provide sample records from your current system so we can understand your starting point and identify improvement areas.

3

Receive Your Plan

We'll propose a customized training plan and session schedule based on your specific requirements and current setup.

4

Start Training

Use the enquiry form below to get started. We'll be in touch to discuss your requirements and next steps.

Rather have it done for you? See our done-for-you landlord bookkeeping service.

Get Started Today

Complete our detailed enquiry form to begin your training journey

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Additional Information

Please tell us about your entities, property count, agents/lenders, software/spreadsheets, and specific goals.

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