Practice Management: Client acceptance procedure - Webinar on demand


CPD hours: 0 Hour

Price: Complimentary

Video Type: Single

Presenter: Seanego Phillemon Thupishi 
Director

Accounting

Accounting
...

Practice Management: Client acceptance procedure - Webinar on demand

CPD Hours: 0

Price: Complimentary


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Title / Topic

Practice Management: Client acceptance procedure - Webinar on demand


Learning objectives  

After attending this webinar you will: 

  • Know the correct client acceptance procedures.  

  • Understand how to document this procedure.  

  • Understand how this procedure assists in planning the rest of the engagement.  


Course content  

  • Deciding on what type of client to accept. 

  • Documenting the client acceptance procedure. 

  • Using a client acceptance checklist. 

  • Incorporating client data into the engagement plan. 

  • Re-evaluating current clients.  

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