Surgent's Client and Engagement Management (Audit Skills Training - Level 4) (Self-Study)

Code: JSODA4M8

Date Valid for one year from purchase date
Format Self-Study (On-Demand)
CPE credits CPE 3.0
of study
Auditing - Technical (3.0)
Standard member fee $54.00
checkmarkStandard nonmember fee $54.00

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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.

Who should take this program?

Accountants with responsibility for management clients and engagements

Major subjects

  • Importance of quality control on audits
  • Why 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

Learning objective(s)

  • Discuss the role of the in-charge, senior or supervisor for client and engagement management
  • Explain guidelines for better engagement budgeting
  • Describe tips for better engagement scheduling
  • Discuss supervision and delegation techniques


Course code Code JSODA4M8
Sponsor Surgent
NASBA ID#: 103212
Level Intermediate
Format Self-Study (On-Demand)
Prerequisites Prereq. Experience on basic audit engagements