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.
ICAEW has updated its Engagement letters helpsheet. This resource provides guidance for practice firms on what to include in engagement letters for clients, together with sample wordings.
Technical helpsheet providing guidance for members in practice who choose not to issue engagement letters for non-regulated work.
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.
Webinars and other recordings for Charity Finance Professionals Community members.
For the last decade, Alison Dungworth has had a successful portfolio career and is currently a part-time FD for a graphic design business, a Consultant and a Specialist Finance Coach and Mentor. In this article Alison shares with us the things she wished she had known when starting off on her portfolio journey.
Client complaints and dispute resolution
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.
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.
In this issue: Sue Moore explores how to offer new services to existing clients; Ian Young looks at the tax implications of Brexit; Sarah Ghaffari outlines the resources available on the MTD hub alongside the latest developments; Julie Cameron explains how charities can help those suffering with depression; and reports from the Tax Faculty conference and Accountex 2017.
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.