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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 and 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.
Sia has spent all his career developing business improvement methodologies for Accounting and Law firms. He has created compelling marketing content, professional courses and workshops accredited for CPE, and seminars attended by hundreds of firms worldwide.
FY International (FY) is an international network of independent accounting, legal, and consulting firms. We have a strong presence throughout the Americas and a growing presence in Europe.
FY was established as a global platform to generate local business. For us, global and local are two sides of the same coin. Our network helps local firms get the international reach they and their customers need in order to grow and bring prosperity for them and their economies.
We are uniquely equipped to deal with the geographical, cultural, and linguistic barriers of doing business internationally. Together we apply resources and solutions suited to the needs of international markets.
With over 26 years of experience, we can help professionals understand what their risks are and how to face them. In addition, with our Business Development Division’s dedication to generating economic growth, we constantly seek opportunities to produce sustainable value to our clients.
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).
MY-CPE LLC (Sponsor Id#: 143597) 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 website: www.NASBARegistry.org.