Best practices for accounting firms to communicate with clients.
Webinars and other recordings for Charity Finance Professionals Community members.
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.
Best practices for accounting firms to communicate with clients.
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How firms are supporting their LGBT employees and clients
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The Coventry based practice on the importance of community and collaboration
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.
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.
Best practices for accounting firms to communicate with clients about fees, billing processes and collecting payments.