Client Advisory Services Risk Management for CPAs 2026

Overview

Client advisory services offer CPAs an opportunity to strengthen client relationships and provide broader business guidance. As firms expand these services, clear communication about roles, responsibilities, expectations and boundaries becomes increasingly important. This presentation will explore common risk management considerations that arise when providing advisory and related services. Participants will learn how thoughtful planning, documentation and client communication can help reduce misunderstandings and support effective client service. The session is designed to help CPAs provide valuable advisory services while managing professional liability exposure and maintaining appropriate professional boundaries.