Sample Engagement 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
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 Client Adviser Process Accept
Accept is the fourth step in the Trusted Client Adviser process. In this step you and your client agree to the Trusted Client Adviser engagement
Published on January 12, 2015
Try Something New This Busy Season
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
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
Let Your Voice Be Heard!
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
Improving Client Service for Tax Clients
This IT article provides ideas to improve firms' focus on client service for tax clients from a technology and management perspective. Improving firm processes will inevitably enhance client experiences.
Published on January 09, 2015
Stop! Do you have a QC system
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
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
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