The Member provided free accounting and business management services to a family member and a close family friend (the “clients”). The Member did not approach the engagement with sufficient formality and did not ensure that the clients agreed to all the transactions which occurred.
The Investigation Committee determined the Respondent contravened the CPABC Code of Professional Conduct as follows:
201.1 - Maintenance of the good reputation of the profession
202.1 - Integrity and due care
The Committee recommended that the Member accept a reprimand.