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  1. Navigating difficult client handovers

    Here is a quick guide on best practice to ensure your client handovers are as ethical and professional as possible...

  2. How to handle a potential client with a criminal record

    You want to take on a new client but there’s just one problem – they have a criminal record. Is it still okay to take them on board?...

  3. How to help protect vulnerable clients (and yourself)

    Protect older and vulnerable clients (and yourself) while upholding your professional ethics and integrity...

  4. How to solicit new clients without crossing ethical lines

    Seeking new clients is critical to business success. Make sure your actions don’t land you in ethically muddy waters...

  5. What to do when your clients divorce

    Clients who divorce can present some significant challenges for accounting professionals...

  6. Better get a lawyer

    There are times when accountants should seek legal advice for the sake of their clients – and themselves...

  7. Practical Ethics Advice Series

    Discover our series of articles related to commonly asked member questions...

  8. How to prevent scams from damaging your business reputation

    Having good procedures – guided by professional scepticism – that establish expectations can help protect your business and clients against scams...

  9. What can I share? How to manage third party requests for information

    Members have an obligation to respond professionally and promptly to requests for information...

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