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CPA's Guide to Effective Engagement Letters (11th Edition)

CPA's Guide to Effective Engagement Letters (11th Edition)

Author: Ric Rosario CPA, CFE; Ron Klein JD; Suzanne M. Holl CPA
Publisher: CCH U.S.
ISBN: 9780808042044
Published In: September 2015
Format: Paperback , 912 pages
Jurisdiction: U.S. ? Disclaimer:
Countri(es) stated herein are used as reference only

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Description
Contents
Author

Details

CPA's Guide to Effective Engagement Letters (11th Edition) provides the information needed to compose effective engagement letters. The book is a practical, hands-on tool that can sit on the auditor's desk for easy access.

The CPA's Guide is composed primarily of annotated parts of an engagement letter and full engagement letters that CPAs can tailor for his or her own purposes. The free CD-ROM that accompanies CPA's Guide to Effective Engagement Letters contains all the individual sections, the full text of all the letters in the book, and case studies illustrating the dos and don'ts of engagement letter use.

The book comprises eight sections:

1. Financial Statements
2. Tax Preparation and Planning
3. General Accounting
4. Other Engagements
5. Other Letters
6. Internal Controls
7. Record Retention and Destruction Policy
8. Disengaging

The book is formatted so that the left-hand column contains suggested engagement letter wording pertaining to a specific subject and the right-hand column offers commentary and important advice. The suggested wording the book has been compiled and edited with resources from CAMICO Services, Inc., a subsidiary of CAMICO Mutual Insurance Company, and the commentary, including pitfalls to avoid, is based on the experience of actual CPAs.

Audit Engagement Letters
Review Engagement Letters
Compilation Engagement Letters
Individual Tax Engagement Letters
Partnership Tax Preparation Engagement Letters
Corporate Tax Preparation Engagement Letters
Estate/Trust Tax Preparation Engagement Letters
IRS/State Tax Representation Engagement Letters
9. Other Tax Engagement Letters
Bookkeeping and Write-Up Engagement Letters
Personal/Business Management Engagement Letters
Prospective Financial Statements Engagement Letters
Business Valuation Engagement Letters
Management Consulting Services Engagement Letters
Computer Consulting Services Engagement Letters
Litigation Support Engagement Letters
Assurance Services Engagement Letters
Other Engagement Letters
Other Letters
Internal Controls
Record Retention
Disengaging

Ric Rosario, CPA, CFE, is Vice President of Risk Management Services. With a background that includes public accounting, private industry experience, and service as a Certified Fraud Examiner, Mr. Rosario provides CPAs with practical insight on loss prevention techniques through CAMICO's advice hotline, firm visits and presentations, and the Speakers Bureau program. He is a frequent speaker and author on existing and emerging risk issues that face CPAs today. He has presented his solution-oriented approach, with helpful tools to minimize or avoid liability, at state and national conferences, as well as in articles published in leading accounting publications.

Mr. Rosario's public accounting background was with the regional firm of John F. Forbes & Co., in the audit division. He later joined a start-up real estate venture as controller and completed his tenure as chief financial officer. He is a part-time lecturer on accounting at Notre Dame de Namur University, Belmont, California. He earned his B.S. in accounting at Saint Mary's College, in Moraga, and attended a two-year MBA Program at Golden Gate University, in San Francisco.

Ron Klein, J.D., CFE, is the President of CAMICO Services, Inc., a subsidiary of CAMICO Mutual Insurance Company that provides resources on loss prevention and risk management issues to CPAs. Educated as an accountant and an attorney, Mr. Klein holds a B.S. in business administration from Washington University, in St. Louis, and a J.D. from Southwestern University, in Los Angeles. Before joining CAMICO, Mr. Klein was a controller, a practicing attorney, and a vice president of finance in the real estate syndication industry.

Mr. Klein is a member of the California Society of CPAs' Committee on Professional Liability and a frequent speaker. He has addressed more than 10,000 CPAs on topics regarding professional liability and other legal issues that affect accountants.

Suzanne M. Holl, CPA, is Director of Loss Prevention Services. With more than 16 years of accounting experience, Ms. Holl uses her Big 4 public accounting and private industry expertise to provide CAMICO's member-owners with information on a wide variety of loss prevention and accounting issues. Her background includes health-care administration in the fields of accounting, benefits administration, and human resources.

Ms. Holl is a licensed certified public accountant in California. She graduated with a B.S. in accounting from Golden Gate University, in San Francisco. Prior to joining CAMICO, Ms. Holl was Director of Employee Benefits and Health Services at a large children's hospital based in Fresno. Several of her articles have appeared in national publications.