Overview
If you are a CPD subscriber on one of the SA Accounting Academy CPD subscription packages then you qualify to attend the Practice Management (PM) webinar series for free.
The PM series of webinars is hosted by SA Accounting Academy covering critical aspects of running and managing a firm. The series is sponsored by the Southern African Institute for Business Accountants (SAIBA).
The first topic in the PM series is entitled “Client acceptance procedures”.
This module will help you reduce risks by following the correct procedures when deciding to accept a new client or when reviewing an existing client relationship.
Learning objectives
After attending this webinar you will:
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Know the correct client acceptance procedures.
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Understand how to document this procedure.
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Understand how this procedure assists in planning the rest of the engagement.
Course content 
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Deciding on what type of client to accept.
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Documenting the client acceptance procedure.
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Using a client acceptance checklist.
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Incorporating client data into the engagement plan.
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Re-evaluating current clients.
Presenter
Seanego Phillemon Thupishi
Seanego is a registered Business Accountant in Practice BAP(SA), an Independent Review Practitioner (SA) with SAIBA and also a General Tax Practitioner (SA) with SAIT. He holds a Bachelor of Accounting degree from the University of Limpopo, and a Post Graduate Certificate in Education with UNISA.
Seanego is a director at Seanego Accountants and Business Advisers which has branches in Mokopane, Lephalale, and Secunda.
Date
15 April 2020
Price
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Free for existing CPD subscribers. Included in your online profile 24/7.
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Click here to register for a free subscription package.
CPD hours
0 hour for structured CPD accepted by all relevant Professional Bodies including: SAICA, SAIPA, SAIBA, ACCA, CIMA, ICBA, etc.
Who should attend
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Practice managers;
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Owners of small and medium practices; and
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Supervisory support staff.