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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 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 March 06, 2013

    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

    Optimizing Workflows to Improve Firm Production

    Article This IT article discusses practical ideas on how to use workflow tools to improve firm production and client relationships. The article provides seven opportunities for firms to evaluate where workflow tools can streamline specific firm procedures.
    Published on October 28, 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

    SSARS No. 19 Toolkit PCPS Members

    Overview SSARS No. 19 impacts compilations and reviews of financial statements for periods ending on or after December 15, 2010. Early implementation of the requirements and guidance allowing the disclosure of the reasons for independence impairment in a compilation report (paragraph 2.21 of SSARS No. 19) is permitted.
    Published on February 20, 2013

    Technical Quality and Services Delivery

    Overview Quality & Services Delivery abstract:  Keep up with tax changes, accounting & auditing standards and use plain English tools and guidance to understand new requirements and in communicating with professional staff and clients.  Understand peer review processes and quality control document requirements while also staying abreast of news in the
    Published on March 25, 2014

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