Introduction

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.

Category: Practice Management

Channel 1: Compliance

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Information

Available from: 9 July 2025, 14:00

Format: Webinar

CPD Units: 2

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What will set you apart

By attending this webinar you will gain the following competencies

• When and how to conduct a client re-evaluation—and why it’s essential
• How to assess service scope, risk, fit, and profitability annually
• What to include in an engagement letter for tax, accounting, payroll, and advisory work
• The difference between new engagements, renewals, and amendments
• How to disengage from a client ethically and professionally (if needed)

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Certificate

The following event is awarded 2 CPD units in Practice Management.

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Presenter

Eszter Rapanos

Is a Technical Manager at CIBA, bringing extensive audit and quality control experience from her work with international agencies and accounting firms.

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Get Access to Related Accounting Weekly Articles

Accounting Weekly

Please note reading Accounting Weekly articles count towards non-verifiable CPD.

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