Webinars  /  Grow revenue  &  Client engagement  /  Compliant Engagements: Getting sign-off for...
40 mins 17 Aug 2023


Have you been asked to supply your clients with an "accountant's letter" to help them secure finance?

Guidance from CA ANZ, CPA Australia, and IPA recommends that you provide your clients with an amended engagement letter and fee schedule when you choose to provide this service.

If you would like to learn what your amended engagement should contain, and how you can easily get sign-off from your clients, particularly regarding accountant's letters, then this session is for you!

About the session

This must-attend session will cover how to:

  • What your engagement letter should include when providing an accountant's letter
  • How to communicate the scope of work and set client expectations
  • How to cover yourself and reduce risk of a PI claim using your engagement letter
  • Assess your skills, abilities, and information to ensure accurate completion of the letter

Conditions for CPD points

CAANZ members may claim webinar attendance as CPD hours if personally satisfied it is professionally relevant and meets the CPD requirements set out in the CR 7 Continuing Professional Development requirements for CAANZ.

CPA Australia members may manually record webinar attendance in their CPD Diary if the activity increased knowledge or skills in relation to the member's job role or career aspiration.

IPA Members can enter their attendance to the webinar as structured CPD activity.

The Tax Institute members can record the webinar attendance as structured CPD if it is relevant to their role.