Ep. 3: Hosting services ― What you need to know now
Ethically Speaking · AICPA & CIMA
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Show Notes
Do you know whether you're providing hosting services to your clients? Will your independence be impaired when the ethics guidance takes effect on July 1? Get answers to these questions and more in this informative episode. Hosting services explained (0:53) Why the new guidance is necessary and what issues it's addressing (2:08) Benefits to members and the public of the new guidance (3:50) Examples of services that are and aren't hosting and will or won't impair independence (6:15) Crossover between records requests and hosting services (11:29) Implementation guidance offered by the ethics division (13:00) About portals and hosting (15:05) Reasonable period of time defined (17:50) Recurring bookkeeping services and hosting (21:06)