Engagement letters may be viewed as merely administrative items, which sometimes results in attorneys giving them little thought. However, a well-prepared engagement letter can a singularly strong ...

Why should CPAs use engagement letters? The reasons are many and varied. Professional standards require an engagement letter for attest services. Standards for other services require the CPA to ...

ALBANY After incorporating several alterations resulting from complaints by practitioners and the New York State Bar Association, the Administrative Board of the Courts has adopted a new rule ...

CPAs regularly receive requests for services and should understand the fundamental risk management protocols — client and engagement acceptance, engagement letters, adherence to professional standards ...

Working with a money professional requires much more than simply turning over your records to a financial advisor with a Midas touch. Rather, the relationship between a financial advisor and you, the ...

The engagement letter is here to stay and constitutes best practice for both lawyers and clients in estate planning. But it wasn't always so. Indeed, the use of engagement letters is a relatively new ...

Once an estate planner overcomes the hurdle of ethical considerations such as whether joint representation is permissible and whether it is advisable, the use of engagement letters can help set ...

Engagement letters are basically an upfront contract between accountants and their clients. They make the scope of the agreement more transparent, so that the client has an understanding of exactly ...

WEST PALM BEACH, Fla., Sept. 19, 2023 /PRNewswire/ -- PracticePro 365™ helps CPA and other professional services firms across the country improve their productivity, grow revenue, and visualize their ...