Client and Engagement Management - Managing the Black Holes That Erode Profitability will provide guidance on how to maximize return on time spent with critical areas, such as budgeting, scheduling, client assistance, and delegation. Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement.
DESIGNED FOR
Accountants with responsibility for clients and engagements
BENEFITS
After attending this presentation, you will be able to...
- Identify critical responsibilities for client and engagement management
- Recall guidelines for better engagement budgeting and scheduling
- Identify supervision and delegation techniques
- Recognize best practices for wrapping up engagements on time and within budget
HIGHLIGHTS
The major topics covered in this course include:
- Importance of quality control on audits
- Why engagement budgets are not used, and how to overcome the barriers to success
- Determining useful budget amounts to use as a tool
- Better engagement scheduling tips for improved efficiency
- Making sure the client is ready on the first day of the audit
- Delegating for professional development and leveraging audit hours
- Handling difficult delegation scenarios
- Better engagement wrap-up tips and techniques
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None