How to Run an Annual Accounts Review Meeting
1h 2m CPD time
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Are the client’s accounts done for the year? Get tips for running a successful meeting with them, with a focus on financial statements.
In this session, we cover:
Introduction
Challenges and solutions
Challenges
Solutions
Importance of Annual Accounts Review Meeting
When, Where and How
Meeting process
Things to be clear on
Example and Questions
Date recorded: 23 July 2024