Mind the Gap: Managing Scope & Risk in Client Accounting Services - VIRTUAL (KYCPAFREE)


The scope of a Client Accounting Services engagement can vary widely, and services may range from those that are more transactional, like bookkeeping, to those that are more strategic, like CFO advisory.  Without a clear vision and blueprint for the engagement, the line between your role and what your client thinks your role is can blur.


• Identify how professional liability claims arise from the delivery of client accounting services
• Identify practices to incorporate during the drafting of engagement letters for client accounting services 
• Recognize methods to identify and address changes in scope in order to mitigate risk
• Evaluate how risk management tools and techniques can be implemented based on your firm’s unique characteristics

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Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


1 CPE Credits
Business management: 1 Credits


Member Price:
Non-member Price:

Registration is open through 10/28.

Tuesday, October 29th

12:00pm to 1:00pm
(Check-In 11:45am)

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