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BALANCING CLIENT SERVICE AND SCOPE OF WORK. How to balance between providing proper support to your clients while remaining in scope.

4.4 (35)

Sia Kal


Tuesday, December 01, 2020 | 02:00 PM EDT

  • CPA

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

As an accounting professional, you are not alone if you are wondering, “I have always done accounting for my clients". Client scope challenges are not a trend, they have been here forever. It’s a known fact that not having clarity of scope can impact profits and workload.

Many firms who have wrestled with issues of client scope have accidentally over invested in work. It can be easy to find yourself in a situation where you realize you and the client didn’t have a solid agreement on what that work would mean from a scope or billing perspective, but maybe you feared losing the client, so you did the work.

In this webinar we discuss :

  • Effective means to submit a change of scope notification to your client
  • How to set boundaries with your current scope as you provide additional client care. 

Accountants often struggle to either catch or notify their clients on time when their work is out of scope. An accounting firm can run an efficient and profitable operation through proper scope management.  It is the partners’ responsibility to provide proper scope management tools for their managers and their teams so that they are able to stay on top of their scope without too much admin work. 

This course introduces tools and tactics that can help provide such support.

Learning Objectives

  • Understanding common causes of scope creep and seep
  • Introducing tools in your process that eliminate missed opportunities to detect possible out of scope work
  • Effective communication strategies to notify your clients when work is out of scope

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bank Managers
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Innovation Manager/Director
  • IT Managers
  • Risk Managers
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA


    [no_of_record] => 35
    [average] => 4.4286




Great webinar. Overlaps with my PMP certification, which was great from the perspective of meeting CPE requirements for both! Presenter knew the material and presented tangible examples of how the concepts could be applied.