SRA Accounts Rules - The Six ‘Deadly’ Accounts Rules Breaches - Modular Webinar
Available to view from 21 May 2024
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SRA Accounts Rules - The Six ‘Deadly’ Accounts Rules Breaches - Modular Webinar
Introduction
Most potentially significant or reportable breaches of the SRA Accounts Rules fall into six categories.
These categories also represent the key issues that firms have historically struggled to stay on top of once systems begin to fail.
Comprising 6 bite-sized 30-minute modules, this box set will examine each category in turn and offer guidance on how to avoid falling victim to a qualified Accountant’s Report.
Expert speaker Luke Dickinson will also share his experiences of breaches of the Accounts Rules that he sees regularly through his role as a Reporting Accountant.
Agenda
The modules covered are as follows:
Module 1 - Residual Balances
A toolkit for dealing with tricky balances
Module 2 - Providing Prohibited Banking Facilities
How to avoid falling foul of the rules
Module 3 - Reconciliations Processes
The requirements for a good client and office account reconciliation and how to spot breaches
Module 4 - Deficient Accounting Records
The do’s and don’ts when accounting for client money
Module 5 - Shortfalls from the Client Account
Shortfalls including taking costs from the client account that have not been incurred and how to spot and avoid incorrect withdrawals from the client account
Module 6 - Taking Client Funds on Account of the Firm’s Costs
When to take client money for your firm’s costs and when costs cannot be taken
This pre-recorded webinar will be streamed at 12:30pm on Tuesday 21st May 2024 and will remain available to view by delegates who have registered by then for 90 days.