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


Back
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.  

Related Webinars

Accounting
...

Attorney Trust Accounts Update 2019 - Studio Recording


2 Hours
R287.50

Accounting
...

How to register and maintain a business - Webinar on demand


2 Hours
R237.50

Accounting
...

Enterprise Budgets, forecasts and cashflow for enterprise success


2 Hours
R237.50

Need Help ?

Explore Smarty