Accounting Etiquette & Protocol

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Etiquette and protocol in accounting.

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Mariana Corella

Costa Rica

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Accounting Etiquette & Protocol


Froggy Jumps Accounting Etiquette & ProtocolOnline version Etiquette and protocol in accounting. by Mariana Corella 1 Which practice best demonstrates confidentiality in accounting? a Share client data with teammates. b Limit client information to authorized personnel. c Discuss clients' numbers in public. 2 What dress code is appropriate for professional accounting meetings? a Business formal or smart casual, depending on the client. b Casual wear is always fine. c Athletic wear only. 3 How should fees be discussed in client meetings? a Skip discussing fees. b Offer discounts unilaterally. c Explain the scope and basis, with transparency. 4 Which behavior demonstrates ethical communication in accounting? a Hide unfavorable findings. b Use precise, clear language and avoid misrepresentation. c Bluff to win clients. 5 What is the proper way to share sensitive financial data by email? a Copy everyone on the email. b Send unencrypted. c Encrypt attachments and use secure channels. 6 How should an accountant respond to a client request for non-standard financial advice? a Explain policy and offer approved alternatives. b Ignore the request. c Agree to non-standard advice. 7 Which practice supports a reliable audit trail? a Document steps with dates and initials. b Alter entries after review. c Delete old entries. 8 What should be done if there is a potential conflict of interest with a client? a Hide the conflict. b Disclose and recuse yourself if needed. c Proceed regardless. 9 When should you disclose a potential engagement risk to a supervisor? a Only after full analysis. b As soon as identified. c Never disclose. 10 How should gifts from clients be handled? a Accept gifts freely. b Keep gifts secret from the team. c Avoid gifts that could influence judgment; follow policy.

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Accounting Etiquette & Protocol

Froggy Jumps

About this activity

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Download the paper version to play

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Accounting Etiquette & ProtocolOnline version

by Mariana Corella

Which practice best demonstrates confidentiality in accounting?

What dress code is appropriate for professional accounting meetings?

How should fees be discussed in client meetings?

Which behavior demonstrates ethical communication in accounting?

What is the proper way to share sensitive financial data by email?

How should an accountant respond to a client request for non-standard financial advice?

Which practice supports a reliable audit trail?

What should be done if there is a potential conflict of interest with a client?

When should you disclose a potential engagement risk to a supervisor?

How should gifts from clients be handled?