Practice Management: Client acceptance procedure
Overview
The Practice Management series of webinars is hosted by SA Accounting Academy covering critical aspects of running and managing a firm.
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 this webinar recording 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.