Practice Management: Client acceptance procedure - Webinar on demand
CPD Hours: 0
Price: Complimentary
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.
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.