Client Management for CPAs: Scope Control and Relationship Retention

5 CPE Credit Hours

After completing this course, participants will be able to:

Define engagements to minimize scope creep and protect profitability.

Keep engagements on track with predictable communication and milestones.

Discuss fees confidently and position services as outcomes, not hours.

Build repeatable habits that increase renewals and referrals.

QAS Self-Study

Prerequisites: None

Advance preparation: None

Field of Study: Communications and Marketing– Non-technical

5 CPE credits

Published Date: 04/02/2026

Expiration/Review Date:04/02/2027

Participants must successfully complete the qualified assessment with a minimum of 70% accuracy within one year of course enrollment to obtain a certificate of completion and earn 5 CPE credits.