Overview

2.0 Credits
ONLINE

Sound client and engagement management can influence an audit engagement's effectiveness and efficiency. This module will guide maximizing return on time spent with critical areas, such as budgeting, scheduling, client assistance, and delegation. Identify critical responsibilities for client and engagement management, recall guidelines for better engagement budgeting and scheduling, identify supervision and delegation techniques and recognize best practices for wrapping up engagements on time and within budget.

Objectives

• 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

Major Topics

• 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

Designed For

Accountants with responsibility for clients and engagements

Prerequisite

None

Advanced Preparation

 

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