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Client communications

Best practices for accounting firms to communicate with clients.

Things I wish I had known before starting my independent career


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.

GDPR – Communicating safely with clients

Helpsheet issued by ICAEW’s Technical Advisory Service to help ICAEW members to understand the requirements of the GDPR in relation to communicating safely with clients.

ICAEW Business Advice Service launches app

London Accountant 23-05-2017

Recognising its greatest strength is in its members and community, ICAEW Business Advice Service (BAS) has launched a mobile app to help its advocates share business content on Twitter, LinkedIn and Facebook.

How to keep clients after an accounting practice sale

Looks at the seller's perspective on lowering transitional risks, how the seller should communicate with their clients, and the need for the buyer to minimize change for clients in the first years after closing.

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.