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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...
    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

    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

    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 February 07, 2014

    Pruning Your Practice

    Article The feature focus article in the September issue of The Practicing CPA e-newsletter discusses the importance of client selection and evaluation.  Highlighting tools and elements from the PCPS Trusted Business Advisor Workshop, this article provides a process on how to evaluate clients and prospects and let go of current clients
    Published on September 30, 2014

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