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Time to Let Them Go? How to Re-Evaluate Clients and Get Engagement Letters That Stick

July 9 @ 2:00 pm - 3:00 pm

Click here to access the course page and register for the Zoom session.

This is a live CPD event

How to register for the Zoom session:

• Navigate to Course content on the right-hand side of the course page

• Click on the ‘Zoom registration’ lesson

• Click on the ‘Click here’ button to register and receive your Zoom link.

Not all clients should be retained, and not all services should continue without a proper paper trail. This session gives accountants, tax practitioners and business advisors the skills and tools to re-evaluate existing clients, assess risk, and update or issue engagement letters that protect both parties. Because “we’ve always done it for them” isn’t a defence when SARS, CIPC, or a client complaint comes knocking.

Details

Date:
July 9
Time:
2:00 pm - 3:00 pm
Event Category:

Organizer

Lerato Hlapolosa
Email
lhlapolosa@myciba.org