Managing Risk When Providing CFO/Client Accounting Services & Using e-Signatures

​Tackling the Uncertainty Created by Covid-19

COVID-19 has had a significant effect on how clients conduct business and manage their financial affairs. This has increased client demand for CPAs to provide CFO and client accounting consultative services. Meanwhile, social distancing rules have resulted in greater use of electronic signatures. In this webinar, brought to you by Aon, our risk managers will offer insight into these specific services/practice management issues and provide practical solutions to manage risk.

You will learn about the following topics:

  • The myriad of client accounting services, particularly CFO consulting, that CPAs are increasingly asked to provide to clients in the post COVID-19 environment. 

  • Professional liability risk issues associated with the provision of client accounting services and steps CPAs can take to mitigate any adverse impact on their firm. 

  • Laws covering the use of electronic signatures in written agreements. 

  • The attendant risk issues associated with using electronic signatures in a CPAs practice and how to avoid the same. 


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