Information on the best ways to develop a long term business relationship with your clients. Includes sample engagement letters, methods of dealing with complaints, dispute resolution and the support ICAEW can offer you.
ICAEW's technical advisory service backgrounds recent changes to its guidance resources relating to drafting engagement letters and disengagement statements between auditors and clients for whom they provide their services.
Topics covered include: helpsheet for writing engagement letters reviewed and updated; MTD for ITSA FAQs, tracker; Tax FAQs from Markel Tax; Opportunity to feedback on Core Accounting and Tax Service with Bloomsbury; All Too Familiar training film; identifying and managing conflicts of interest.
ICAEW’s Technical Advisory Services has updated its support for practitioners on client engagement letters relating to tax services. The Tax Faculty highlight the key changes.
Solicitor Karen Eckstein analyses common issues with engagement letters and scope of retainer, using a detailed practical example to illustrate her points.
As an ICAEW Business Advice Service (BAS) provider you have an important role to play in supporting small and medium sized businesses with their finances. Our free-to-join PBA Community is here to help you help them.
In this video, made exclusively for PBA Community members, ICAEW member Dan Crowther discusses how best to deliver advice to clients in this current climate of instability.
Best practices for accounting firms to communicate with clients.
Find out how to make a complaint, how we handle complaints, duty to report misconduct and the support available if you are the subject of a complaint.
We expect ICAEW Chartered Accountants to maintain the highest standards of practice and professional conduct.
Background information and practical guidance on business dispute resolution.
Disengaging from clients, including preparing disengagement letters.
In light of international sanctions against Russia, members should turn to open sources of information as part of their client due diligence. ICAEW’s video offers useful pointers.
4 February 2020: the new year is often a time when clients decide to change their accountants, but what should you do if a client decides to leave your practice?
Find out about the tools that can help you in your career as an independent adviser or consultant.
An article exploring business growth which comes from two areas – selling additional services to existing clients and acquiring new clients for the practice.
Whatever your technical or ethical query, ICAEW members, affiliates, ICAEW students and staff in eligible firms with member firm access can phone +44 (0)1908 248 250 for objective, confidential advice from the experts.
ICAEW’s Technical Advisory Services helpsheets reflect the practical guidance provided to our members every day on the helplines and highlight important issues for members. Access practical technical and ethical guidance, as well as frequently asked questions, to support you day to day, whether you are a member in practice or in business.