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Client management

Information on the best ways to develop a long term business relationship with your clients.

Supporting your clients


A strong client relationship is vital to the success of any accounting practice. In this section we have resources about how to develop client relationships, best practices for making referrals and options for providing services to both businesses and individuals.

Fieldwork and analysis


After the engagement letter has been signed, the next stage of any assurance engagement is to discuss the practicalities of the fieldwork to be undertaken. This analysis will generate the substantive evidence that is necessary for a reliable, high quality assurance engagement.

Find out about ‘Tomorrow’s Practice’ with SW London

London Accountant 24-01-2018

With technological change, increasing competition and evolving client needs, South West London area society is hosting an event on 21 February in Kingston Upon Thames that will give practice members a valuable insight on what will make a practice successful tomorrow.

Implementing international standards on auditing

ICAEW has created a series of practical guides to support auditors in implementing the IAASB’s international standards on auditing. The guides focus on key challenges in implementing ISAs and how to overcome them.

Lifetime Wealth Planning Guide


Personal financial planning has been identified as a key growth area for chartered accountants by ICAEW Tomorrow’s Practice project.

Using a client account under Lasting Power of Attorney

COFAs beware, is your practice providing banking facilities while acting under a Lasting Power of Attorney/Court of Protection appointment?

The COFA and cybercrime prevention

The legal sector continues to be at the forefront of cyber-attacks from fraudsters attempting to access and extract both client and office funds from a legal practice. Here Jason Mitchell looks at how cybercrime affects the role of the compliance officer for finance and administration (COFA).

Top tips for working under the new risk-based regime

Robert Mowbray explains how the new Accounts Rules will affect both accountants and law firms. Here he gives practical guidance on how to achieve compliance with them.

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