This badge was issued to Tamara Lamont on 20 Dec 2021.
- Type Learning
- Level Foundational
- Cost Paid
Fundamental Client Accounting Advisory Services Certificate
Professionals who earn the Fundamental Client Accounting Advisory Services Certificate can create an accounting service offering including advisory level guidance for clients. Badge earners can perform a workflow analysis and document process and conduct a client assessment engagement. These professionals create KPIs to monitor progress toward the firm and clients' goals, and identify SSARS No. 21's impact on client engagements while effectively communicating with clients.
- Type Learning
- Level Foundational
- Cost Paid