Client Communication Letter Template
Sample Letter:
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
Presentation:
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
Clarified Auditing Standards Toolkit PCPS Members
Toolkit:
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 March 12, 2013
Sample Engagement Letter
Sample 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
Guidance:
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
Overview:
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
SSARS No. 19 Toolkit PCPS Members
Overview:
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
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 March 08, 2013
SAS Nos. 104-111 Risk Assessment Standards Toolkit
Toolkit:
The SAS Nos. 104-111 Risk Assessment Standards toolkit gives you an overview of the standards and provide you with tools to assist you in educating and communicating the impact of the risk assessment standards with your clients.
Published on February 20, 2013
SAS Nos. 104-111 Risk Assessment Standards Toolkit
Toolkit:
The SAS Nos. 104-111 Risk Assessment Standards toolkit gives you an overview of the standards and provide you with tools to assist you in educating and communicating the impact of the risk assessment standards with your clients.
Published on May 13, 2013