Information on the best ways to develop a long term business relationship with your clients. Includes sample engagement letters, methods of dealing with complaints, dispute resolution and the support ICAEW can offer you.
Good communication is more than the way you speak - it's about making sure clients feel heard, says Kristine McManus. The article offers advice on client management for financial advisers, highlighting communication essentials such as setting expectations, clarifying value propositions and avoiding haphazard communication.
Find out how to make a complaint, how we handle complaints, duty to report misconduct and the support available if you are the subject of a complaint.
We expect ICAEW Chartered Accountants to maintain the highest standards of practice and conduct. All ICAEW members, firms, affiliates and 'relevant persons' have a duty to report any event which may indicate that they and/or another member, firm affiliate or 'relevant person' may be liable to disciplinary action by the ICAEW Conduct Department, regardless of the type of organisation you or they work for.
Background information and practical guidance on business dispute resolution.
Disengaging from clients, including preparing disengagement letters.
In light of international sanctions against Russia, members should turn to open sources of information as part of their client due diligence. ICAEW’s video offers useful pointers.
The new year is often a time when clients decide to change their accountants, but what should you do if a client decides to leave your practice?
Find out about the tools that can help you in your career as an independent adviser or consultant.
An article exploring business growth which comes from two areas – selling additional services to existing clients and acquiring new clients for the practice.
Whatever your technical or ethical query, ICAEW members, affiliates, ICAEW students and staff in eligible firms with member firm access can phone +44 (0)1908 248 250 for objective, confidential advice from the experts.
ICAEW’s Technical Advisory Services helpsheets reflect the practical guidance provided to our members every day on the helplines and highlight important issues for members. Access practical technical and ethical guidance, as well as frequently asked questions, to support you day to day, whether you are a member in practice or in business.