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Client communications

Best practices for accounting firms to communicate with clients.

Webinars and recordings

08-06-2020

Webinars and other recordings for Charity Finance Professionals Community members.

Delivering client advice during a crisis - tips from an advisory practice expert

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 recordings

Webinars and other recordings for Charity Finance Professionals Community members.

Things I wish I had known before starting my independent career

11-10-2019

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.

Getting ready for General Data Protection Regulation

Ensuring compliance with General Data Protection Regulation is the perfect opportunity to clean up your business’s practices around handling data.

On the record

Audit and Beyond 23-06-2014

From written communications with clients, to recording substantive tests and conducting audit completion reviews, the importance of adequate documentation simply cannot be over emphasised, as Michael Scott highlights.

Professional enquiry

Practicewire 01-04-2014

Whenever a client changes their accountant for whatever reason, the Code of Ethics requires communication between the new and the old accountant to safeguard against the threats to compliance with the fundamental principles of integrity and professional behaviour.

Better ways to get paid

Best practices for accounting firms to communicate with clients about fees, billing processes and collecting payments.