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CPA's Guide to Effective Engagement Letters (15th Edition)

CPA's Guide to Effective Engagement Letters (15th Edition)

Author: Ric Rosario; Ron Klein; Suzanne M. Holl
Publisher: CCH U.S.
ISBN: 9780808057116
Published In: November 2022
Format: Paperback , 912 pages
Jurisdiction: U.S. ? Disclaimer:
Countri(es) stated herein are used as reference only

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Contents
Author

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The integrity of your practice depends on the contents of your engagement letters. Whether it's a new engagement, repeat engagement, or, especially, a changed engagement, you need to know what to say and how to say it correctly. Using the sample letters and advice in this user-friendly guide, you'll improve client/CPA communication, document your engagements more effectively, and protect yourself from litigation. A well-constructed engagement letter also provides an opportunity to explore other potential business with your client. A wide variety of engagement types are covered, and every letter can be easily customized and printed.

CPA's Guide to Effective Engagement Letters (15th Edition) has been updated throughout, including new language for consideration in engagements related to financial statements, tax, and valuation work to address the engagement-specific implications of the COVID-19 pandemic. This new edition also includes revised record retention language and Client Portal Agreement to clarify the role of the CPA firm as it relates to providing “Hosting Services” as defined by the ethics interpretation in the AICPA’s Code of Professional Conduct (ET §1.295.143).

New letters have been added, including for: (a) Agreed-Upon Procedures — SSAE-19 Compliant; (b) Preparation of Trust Accounting and Tax; (c) Tax Opinion Engagement; and (d) Client Letter — COVID-19 Pandemic Implications to Firm Services.
1. Audit Engagement Letters
2. Review Engagement Letters
3. Compilation Engagement Letters
4. Preparation Engagement Letters
5. Individual Tax Engagement Letters
6. Partnership Tax Preparation Engagement Letters
7. Corporate Tax Preparation Engagement Letters
8. Estate/Trust Tax Preparation Engagement Letters
9. IRS/State Tax Representation Engagement Letters
10. Other Tax Engagement Letters
11. Bookkeeping and Write-Up Engagement Letters
12. Personal/Business Management Engagement Letters
13. Prospective Financial Statements Engagement Letters
14. Business Valuation Engagement Letters
15. Management Consulting Services Engagement Letters
16. Computer Consulting Services Engagement Letters
17. Litigation Support Engagement Letters
18. Assurance Services Engagement Letters
19. Other Engagement Letters
20. Other Letters
21. Internal Controls
22. Record Retention
23. 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.