Sample Engagement Letter
The Sample Engagement Letter is a customizable tool which allows you to demonstrate that you agree to the Trusted Business Advisor engagement and that your client agrees to the Trusted Business Advisor proposal...
Published on October 29, 2012
Trusted Business Advisory Process Accept
Accept is the fourth step in the Trusted Business Advisor process. In this step you and your client agree to the Trusted Business Advisor engagement
Published on March 06, 2013
Turning Leads into Clients
This section provides guidance and tools on presenting your firm in the best possible light to steer new clients your way. Learn how to convert leads to clients, write winning proposals, and critique your firm's proposal process.
Published on March 06, 2013
Optimizing Workflows to Improve Firm Production
This IT article discusses practical ideas on how to use workflow tools to improve firm production and client relationships. The article provides seven opportunities for firms to evaluate where workflow tools can streamline specific firm procedures.
Published on October 28, 2013
Client Communication Letter Template
As the Clarified Auditing Standards are implemented, clients will see new language in engagement letters and audit reports, along with changes in audit procedures. You can use the template provided in the toolkit to introduce the general changes to your clients
Published on April 03, 2013
Tax Power Hour Gearing Up for Tax Season
The November Tax Power Hour focuses on gearing up for tax season. This presentation discusses organizers, engagement letters, staffing, scheduling, new PTIN rules for staff, different tax return processing system and procedures and paper filing options under the new mandatory e-file requirements
Published on November 26, 2012
SSARS No. 19 Toolkit PCPS Members
SSARS No. 19 impacts compilations and reviews of financial statements for periods ending on or after December 15, 2010. Early implementation of the requirements and guidance allowing the disclosure of the reasons for independence impairment in a compilation report (paragraph 2.21 of SSARS No. 19) is permitted.
Published on February 20, 2013
Peer Review & Quality Control Document Guidance
Here you will find an Overview of Peer Review Process and Requirements for PCPS Member Firms and the Quality Control Standards. The Program is a systemic evaluation whose value in serving the public interest and firms lies in its educational and remedial nature.
Published on November 07, 2013
Clarified Auditing Standards Toolkit PCPS Members
The Clarified Auditing Standards Toolkit has been developed to assist you and your firm in the implementation process to the new SAS Nos. 122-125 standards.
Published on July 30, 2013
PCPS 2013 COSO Toolkit
The PCPS 2013 COSO Toolkit provides you learning resources, staff training tools and communication templates to inform clients about the recent update to the COSO framework. You'll also find some suggestions for service opportunities to help your clients strengthen internal controls.
Published on October 07, 2013