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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 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

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

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Related AICPA Products

The Engagement Letter: Best Practices and Examples

This Practice Aid provides guidance on developing engagement letters in accordance with applicable AICPA Professional Standards, supplemented with best practice recommendations to ensure the engagement letter is as effective as possible in clearly documenting the terms of the engagement. Illustrative examples are provided throughout all chapters so practitioners can easily apply the requirements and recommendations for auditing, compilation, review, and certain attestation engagements.

Clarified Auditing Standards Toolkit

This Toolkit provides you with ready-to-use resources to educate your staff, communicate with your clients, and apply the new SAS Nos. 122-125 in your financial statement audits.

Engagement Letters for Litigation Services - Forensic and Valuation Services (Formerly BVFLS) Services Practice Aid 04-1

This useful practice aid provides detailed guidance in easy-to-follow language to CPAs who provide litigation services as consultants, experts, or other roles.