Engagement Planning Tools and Checklists

    Engagement Planning Tools and Checklists 

    This section provides you with the necessary engagement planning tools and checklists required to enable you to perform your engagements by presenting your work in the most understandable format as well as with the highest level of professionalism.

     

     

     

    Open Hide documents in this section

    Page  1
    Showing results 1 - 13 of 13
    Order by:


    PFP Client Service Questionnaire

    Template Following up with your clients after you deliver the financial plan is important for improving the quality of your services. Download the PFP Client Service Questionnaire for a good way for you to get started.
    Published on March 24, 2011

    Document Request Form

    Checklist In planning for a PFP engagement, you should request certain documents from your client to form the basis for your recommendations. This checklist helps you quickly identify for your client the documents you will need to complete the plan.
    Published on March 24, 2011

    Checklist for Evaluating Prospective PFP Clients

    Checklist Finding new clients is critical to growing a PFP practice. However, finding the right clients is even more important to your success. This tool will help you to evaluate your existing clients for PFP services.
    Published on March 24, 2011

    Checklist Tax Return Review for Personal Financial Planning Needs

    Checklist A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return.
    Published on March 24, 2011

    PFP Questionnaire

    Template Data gathering is an important step in the financial planning process. Download a Questionnaire to get you started.
    Published on March 24, 2011

    PFP Engagement Workbook

    Template The PFP Work Program was designed to guide CPAs and their staff in performing personal financial planning engagements. Although it resembles an audit program in format, the PFP Work Program does not provide precise, comprehensive steps to be performed.
    Published on March 24, 2011

    PFP Engagement Workpaper Organizer

    Template Use this template to track and organize workpapers related to each personal financial planning engagement.
    Published on March 24, 2011

    PFP Engagement Implementation Plan Worksheet

    Template Use this template to record recommendations made to the client as part of the personal financial planning engagement.
    Published on March 24, 2011

    Personal Financial Planning Comprehensive Client Questionnaire

    Template Use this comprehensive questionnaire to record client's financial situation, goals, and objectives to use in the development of the personal financial plan.
    Published on March 24, 2011

    PFP Engagement Client Service Questionnaire

    Template Use this questionnaire to have the client evaluation the personal financial planning services provided.
    Published on March 24, 2011

    Checklist Tax Return Review for Personal Financial Planning Needs

    Checklist A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return.
    Published on March 24, 2011

    Personal Financial Planning Engagement Work Program

    Tools The PFP Work Program was designed to guide CPAs and their staff in performing personal financial planning engagements. Although it resembles an audit program in format, the PFP Work Program does not provide precise, comprehensive steps to be performed. Since PFP services can vary significantly based on the circumstances and
    Published on January 28, 2011

    Engagement Planning Tools and Checklists

    Overview Access the necessary engagement planning tools and checklists required to enable you to perform your engagements by presenting your work in the most understandable format as well as with the highest level of professionalism.
    Published on July 06, 2010

    Page  1
    Showing results 1 – 13 of 13
    Show Results per page

    Related AICPA Products



    e-MAP: Management of an Accounting Practice Handbook

    Created by top CPA practitioners, e-MAP is a vast collection of practice management guidance and tools brought together in one place.



    Interactive Tax Checklists

    Gain efficiency this tax season with AICPA's Interactive Tax Checklists, an online tax planning tool. Based on the popular Tax Practice Guides & Checklists from the AICPA Tax Section, you get the gold standard content you trust in an interactive digital environment.

    Copyright © 2006-2014 American Institute of CPAs.