020 7213 9911

HAT Group, making accountants count

SRA Accounts Rules Update - Getting Your Report Right

Training - CPD Courses

Course Summary

Item Detail
Date 13 Nov 2019
Location HAT Office
Duration 9:30 - 12:30
Participants Experienced members of the team
Speaker Andrew Jarvis
Member price £110 + VAT
Non member price £145 + VAT

Content of Course

From 25 November, the existing SRA Accounts Rules will be replaced with a much briefer, principles based set  Rules. This is the culmination of the SRA's Reform Programme, designed to make compliance for solicitors simpler and more cost effective. 

This course is designed to provide more experienced member of the team with an understanding of:

  • The reason for, and impact of the forthcoming principles based revision of the SRA Accounts Rules, both on current and future assignments;
  • A revision of changes made to accountant’s reports and what a ‘material breach’ actually means;
  • A review of how firms have dealt with the last major set of changes to the Rules dating from 2015;
  • How to tailor work to ensure an efficient and effective approach; and
  • Common breaches and issues identified on file reviews.

This course focuses on the practical issues that firms face using our experience conducting cold file reviews and dealing with questions on the technical helpline.

NB: This course originally ran earlier in 2019 and designed to provide an overview of the new Rules. We will run a brand new course, providing a more detailed consideration of the new Rules in practice in the first quarter 2020. 


If you would like to make a booking or have any questions about a course, please use the form below or email us, else call us on 020 7213 9911