Engagement Action Plan
Framework:
The Engagement Action Plan is a customizable tool which you can use to outline your process details in successfully assisting your client in Trusted Business Advisor engagements
Published on April 16, 2013
Engagement Management Worksheet
Practice Aid:
The Engagement Management Worksheet is a customizable tool which will assist you in documenting the steps necessary for a successful outcome to Trusted Business Advisor engagements
Published on April 02, 2012
Engagement Review Tool
Assessment:
The Engagement Review Tool can be used in the engagement assessment meeting as you obtain client feedback regarding their Trusted Business Advisor engagement
Published on May 13, 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...
Published on October 29, 2012
Employee Engagement Survey
Survey:
Gather feedback from team members to get a baseline from which to evaluate potential turnover risks and ideas to improve employee satisfaction. This survey should be given to all employees and conducted at least once a year.
Published on January 06, 2012
Next Generation Firm Employee Engagement Survey
Tools:
The Next Generation Firm? Employee Engagement Survey is designed to gauge your employees responses in six dimensions of employee engagement: Trust, Management, Development, Connection, Rewards and Life-work balance
Published on March 15, 2013
Trusted Business Advisor Process Assess
Guidance:
Assess is the sixth and final step in the Trusted Business Advisor process. In this step you'll conduct a Trusted Business Advisor engagement assessment meeting to get feedback on your processes
Published on March 06, 2013
Trusted Business Advisor Process Implement
Guidance:
Implement is the fifth step in the Trusted Business Advisor process. In this step you'll execute the Trusted Business Advisor engagement and obtain feedback
Published on March 06, 2013
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
Peer Review Process Checklist for Engagement Reviews
Checklist:
This peer review checklist provides a good base and broad overview to guide in the peer review process for engagement reviews commencing on or after January 1, 2009
Published on April 09, 2013
Trusted Business Advisor Process Offer
Guidance:
Offer the third step in the Trusted Business Advisor process. In this step you'll create and deliver a proposal for the Trusted Business Advisor engagement
Published on April 10, 2013
Inadvertent Independence Violations Practice Tool
Tools:
Use this practical tool to properly assess the impact an inadvertent independence violation may have on the attest engagement team's integrity, objectivity, or professional skepticism, and determine if a departure is justified. This tool provides suggested steps to be taken and related courses of action in dealing...
Published on April 03, 2013
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