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Technical

Got a few challenging clients? Logo aicpa

  Cheryl Meyer |   Free |   AICPA |   22 Aug 2016 |   CPA Insider

This article shares steps you can take to minimize conflict or tension that arises due to miscommunication or other issues.

Topics covered:
  • Management accounting: People: Communication, Foundational
  • Employee benefit plan auditing: People: Communication, Foundational
  • Governmental auditing: People: Communication, Foundational
  • Financial accounting & reporting: People: Communication, Foundational
  • Assurance: People: Communication, Foundational
  • Not-for-profit: People: Communication, Foundational
  • IT management & assurance: People: Communication, Foundational
  • Firm practice management: Technical: Practice growth : Client retention, Foundational
  • Firm practice management: People: Communication, Foundational
  • Tax: People: Communication, Foundational
  • Forensic & valuation services: People: Communication, Foundational
  • Fair value measurement: People: Communication, Foundational
  • Personal financial planning: People: Communication, Foundational

2 Comments/Reflections

Briege Johnstone

Briege Johnstone Feb 2018

This article highlights of not only contacting the client annually, or in case around renewal of policies.

The importance of building relationships / reading the situation - be it the type of company / individual will reap benefits when things do become difficult..

Sharon Green

Sharon Green Jan 2017

Useful pointers for how to deal with tricky situations.