My small clients rely on me to enter their transactons into an accounting program (sometimes including the coding) and then prepare necessary journal entries. Can I still provide these services?
Members can certainly continue to provide those types of services for their non-listed entity clients. The prohibition in Rule 204.3(23) applies only when the coding and journal entries are prepared without the approval of the client. This should not be problematic for practitioners since the required approval is easily obtained by thoroughly discussing the results of your work with your clients. We believe most practitioners are already doing that.
Related Questions
- Where do clients who come from outside the St. Louis area stay when they enter the intensive program, a special program, or an aftercare program?
- Can students from outside SMU or students from SMU who didn graduate in accounting enter the MS in Accounting program?
- How can I best prepare to enter the undergraduate music history program at UofL?
