Agenda for Partners/Managers Monthly Meetings

• Meeting date

• Meeting attendees

• Apologies

Approval Of Previous Meeting

• Name and Surname

Matters arising from previous minutes

• If there are any matters arising from previous minutes that need to be adressed please comment here

DEBTORS

• Please state any comments on emailed monthly DEBTORS

WIP

• Please state any comments on emailed monthly WIP

LIST OF NEW CLIENTS

• Please state any comments on emailed monthly NEW CLIENTS

BILLING REPORT

• Please state any comments on emailed monthly BILLING REPORT

WRITE OFFS & WRITE UPS - ISSUES

• Please state any comments on emailed monthly WU/WO

JOB SCHEDULING

• Please state any comments on JOB SCHEDULING

STAFF ISSUES

• Please state any comments on STAFF ISSUES

• Please state any comments on POSSIBLE PRESSURES ON STAFF

INDEPENDENCE THREATS

• Please state any comments on INDEPENDENCE THREATS

• Please state any comments on NOCLAR

CPD OF QUALIFIED STAFF

• Please state any comments on CPD OF QUALIFIED STAFF

ASSESSMENTS OF SAICA AND SAIPA STAFF

• Please state any comments on ASSESSMENTS

• Please state any comments on TRAINING NEEDS IDENTIFIED

SHARING OF KNOWLEDGE

• Please state any comments on SPECIFIC ISSUES ENCOUNTERED

ISSUES TO BE REPORTED TO PARTNERS

• Please state any comments on ISSUES FOR PARTNERS

• Signature