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
Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.
CAS1029
Registration is open through 10/28.
12:00pm to 1:00pm (Check-In 11:45am)
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November 11, 2024
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