Questions we commonly hear from accountants and bookkeepers include: How often should I engage my clients? What should I include in my engagement letter? Who governs and guides what needs to go in my engagement letter?
During this panel discussion Ethan Cooney from Practice Ignition and Rebecca Mihalic, Director of BusinessDEPOT will be joined by the Tax Practitioners Board and Chartered Accountants Australia & New Zealand, to answer your burning questions around the importance of staying compliant with engagements. The session will cover changes to Tax Practitioners Board and Chartered Accountants Australia & New Zealand guidance over the last 12 months and ensure you’re up to date on best practices.
During the session, we’ll discuss:
- How often you should engage your clients
- What your engagements should include
- Who governs these inclusions
You’ll come away with practical advice on knowing your obligations, the risks of not having an agreement for every client, and your options for efficiently preparing and sending engagements.
This is a session not to be missed!