Client and Engagement Management - Managing the Black Holes that Erode Profitability
Course

Client and Engagement Management - Managing the Black Holes that Erode Profitability 2.5 CPE

Course Duration: 2.5 Hours
Course Rating:
Course Enrollments: 50 Enrolled
Mode of Delivery: On-Demand
Course Level: Intermediate
Study Area: Auditing
Purchase this course: $ 60.00 Purchase CPE Subscription

Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement. This module will provide guidance on how to maximize return on time spent with critical areas, such as budgeting, scheduling, client assistance, and delegation.

Major Topics:

  • Importance of quality control on audits
  • Why engagement budgets are not used, and how to overcome the barriers to success
  • Determining useful budget amounts to use as a tool
  • Better engagement scheduling tips for improved efficiency
  • Making sure the client is ready on the first day of the audit
  • Delegating for professional development and leveraging audit hours
  • Handling difficult delegation scenarios
  • Better engagement wrap-up tips and techniques

 

Prerequisites

Prerequisite: Experience on basic audit engagements.
Designed For: Accountants with responsibility for clients and engagements.

Learning Objective

  • Discover and discuss critical responsibilities for client and engagement management.
  • Explore and explain guidelines for better engagement budgeting and scheduling.
  • Discover and discuss supervision and delegation techniques.
  • Identify and describe best practices for wrapping up engagements on time and within budget.

Last updated/reviewed: September 27, 2026

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Jennifer Louis
CPA, President of Emergent Solutions Group LLC
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INTRODUCTION AND OVERVIEW

CONTINUOUS PLAY

SUPPORTING MATERIAL

REVIEW AND TEST