The rules require me to complete CPE if I perform management advisory services (MAS) for clients or for my employer. What accounting services are considered MAS?
Accounting services that are considered MAS include but are not limited to the following: a. counseling management in analysis, planning, organizing, operating, risk management and controlling functions; b. conducting special studies, preparing recommendations, proposing plans and programs, and providing advice and technical assistance in their implementation; c. reviewing and suggesting improvement of policies, procedures, systems, methods, and organization relationships; and d. introducing new ideas, concepts, and methods to management.
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