How to Run an Annual Accounts Review Meeting

Name: How to Run an Annual Accounts Review Meeting
Uploaded: 2024-07-23T00:51:49.000Z
Duration: 3729 s
Description: Get tips for running a successful meeting with your clients, with a focus on year end financial statements.

By Dan Osborne and Tim Garth

1h 2m CPD time

Basic

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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