Best Practices for Adjusting Journal Entries and Client Communication.
This session was recorded on November 9, 2023 and remains relevant guidance for all CPA firm staff.
Adjusting journal entries are one of the key deliverables to our clients. Posting transactions to control accounts, or non-existent general ledger accounts, can be very frustrating for our clients. In this session we will go over the do’s and don’ts and a few best practices for adjusting journal entries and the delivery of these to your clients.
In this session we will cover:
Clearline Consulting provides practitioners and their staff with the tools, training and advice they need to succeed and build thriving accounting firms. From tax compliance to estate planning, file monitoring to assisting with practice review, staff training to customized consulting solutions, our team exists to serve the needs of small to mid-sized public practice firms across Canada. Our collaborative, integrated approach means your firm has access to and support from knowledgeable practitioners who are in front of the ever-changing standards environment. Our core services include supporting firms with the implementation of the quality management standards, external file monitoring, services for accounting, assurance and taxation maters, provisions of templates and resources, practice management and risk mitigation consultations.
Partner and co-founder of Clearline Consulting
Bridget has 20 years of experience in the accounting profession. Bridget is an assurance partner of Clearline CPA and co-founder of Clearline Consulting. Through these two diverse, however complimentary roles, her days are devoted to small and mid-size public practice firms and our clients. Bridget has many perspectives within the accounting profession. As an assurance partner, a past and present board member and a consultant working with CPABC, CPA Canada and 300+ small to mid-size firms throughout Canada. Bridget has authored and facilitated CPA courses for the profession for over 20 years and provides firm training and support in all areas of standards and regulatory compliance, practice management, quality management and file reviews.
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