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Accounting
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Practice Management - Client Acceptance procedure 2019 Studio Recording

CPD Hours: 1

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Practice Management - Client Acceptance procedure 2019 Studio Recording


Practice Management - Client Acceptance procedure 2019

Presenter: Joane Willemse


Learning objectives 

By the end of this webinar you should:

  • Understand the engagement process and relevant engagement documentation;
  • Understand how to review re-engagements; and
  • Understand how to manage the disengagement process.

Content

The webinar will cover the following topics in detail: 

  • Client acceptance procedures.
  • How to review your client base.
  • How to measure and exceed client expectations.
  • Developing strategies to provide a full range of quality services.
  • Knowing your client.
  • Ceasing the client relationship. 

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