How to Run an Annual Accounts Review Meeting

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