Client Advisory Services Risk Management for CPAs 2026 - FREE For ISCPA Members

Overview

Client advisory services offer CPAs an opportunity to strengthen client relationships and provide broader business guidance. As firms expand these services, clear communication about roles, responsibilities, expectations, and boundaries becomes increasingly important. This presentation will explore common risk management considerations that arise when providing advisory and related services. Participants will learn how thoughtful planning, documentation, and client communication can help reduce misunderstandings and support effective client service. The session is designed to help CPAs provide valuable advisory services while managing professional liability exposure and maintaining appropriate professional boundaries.

Highlights

•  Managing Client Expectations in CAS Engagements •  Defining Engagement Scope and Responsibilities •  Communication and Documentation Best Practices

Prerequisites

None

Designed For

CPAs and other financial professionals responsible for CAS outcomes in their Firms.

Objectives

•  Identify practices for defining engagement scope and managing client expectations in CAS engagements. •  Recognize communication and documentation strategies that support consistent advisory service delivery. •  Apply operational safeguards that improve engagement management and reduce service-related risk.

Preparation

None

Notice

This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).