Management for Your Accounting Practice - course description
The course is presented by Ralph Picardi, Esq. of Picardi, LLC. The objective of the course is to give participants an appreciation of the practice environment and what services give rise to professional liability claims. The course provides practical guidance on managing the key sources of exposure in an accounting practice, from the selection of a client base to the collection of engagement fees Specific attention is paid to empowering firms to take control of the risks inherent in their practices.
After completing this course you will be able to recall, identify and/or determine:
· The areas of your practice generating the greatest risk of loss
· the risk of new engagements and disengagements
· effective means of safely collecting fees, without the risk of generating a client dissatisfaction dispute
· the important components of a file retention policy, and how to establish a policy to fit your firm's needs
· the most commonly encountered challenges to protecting the confidentiality of client information
Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_NtaiBUooQtKoxxZKaF0kiw
After registering, you will receive a confirmation email containing information about joining the webinar.
CPE Credits: 1.5 hours
Subject Area (Fields of Study): Specialized Knowledge
Course Level: Basic
Delivery Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
The course is provided in conjunction with Jorgensen & Company, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
For more information regarding refund, complaint and program cancellation policies, please contact our office at 201-447-4400
Please note – the course grants a 7.5% premium discount for three years for CPAGold™ policyholders.