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 ...

The investment from BMSS came after successfully implementing Knuula over the past year to streamline its engagement letter process. It was after doing so that the firm's leadership came to believe ...

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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

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 ...

There is no 'one-size-fits-all' method of preventing legal malpractice claims. The single best tool an attorney has to manage risk and reduce the likelihood of claims is the engagement letter. There ...

The CFP Board has released two sample client engagement letters that are designed to help certificants comply with the board's new code of ethics. The letters were drafted with input from CFP ...

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 ...

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 ...