Sessions

Managing relationships with CPAs

Communication

 

Presented by: Denis Chainé

 

During this transformative session, Denis Chainé, CPA, CA, will lead attendees through the complex journey of interacting with their client’s Chartered Professional Accountant(s) harmoniously to reduce stress and increase efficiency. Discussion topics will include services performed by your client’s CPA, general expectations and misconceptions, common documentation requirements for various levels of year-end engagement (compilation, review, audit), as well as periodic financial review and oversight.

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©2019 by the Institute of Professional Bookkeepers of Canada. 

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