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    Sample Engagement Letter

    Sample Letter The Sample Engagement Letter is a 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 June 19, 2014

    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 June 19, 2014

    Let Your Voice Be Heard!

    Article The feature focus article in the December issue of The Practicing CPA e-newsletter provides details regarding ARSC’s exposure draft and provides steps practitioners can take to provide comments.  This article discusses details about the revised compilation standard, the new preparation standard and the new association standard.
    Published on December 23, 2013

    Try Something New This Busy Season

    Article The large firm article, written by Polina S. Chapiro, CPA and Donald J. Snyder, CPA, in the January issue of The Practicing CPA e-newsletter discusses their firm’s busy season preparation process for tax and audit clients.  They also identify new process ideas which will be implemented this year.  In addition,
    Published on January 28, 2014

    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

    Stop! Do you have a QC system

    Article The December issue of the Small Firm Solutions e-newsletter encourages small firms to have a quality control system and document.  AICPA Vice President of Small Firm Interests, Carl Peterson, provides important elements of a quality control system. He also highlights the PCPS quality control document guidance.
    Published on December 15, 2014

    Moving to the Cloud Everybodys Doing it, Should You

    Article The feature focus article in the July issue of The Practicing CPA e-newsletter discusses how CPAs can protect the privacy and security of client information when moving to the cloud.  The article includes items that should be included in the vendor agreement and discusses the importance of cyber insurance coverage. 
    Published on July 23, 2014

    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

    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

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