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Using Engagement Letters for Consulting Services

Engagement letters are a tool that allow you and the client to establish a scope of services, fees and all other expectations. Next to basic quality standards, well drafted engagement letters are the single most important risk management tool available to CPA firms.

Date: 12/13/2018
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Improve your Engagement Letters

Engagement letters are a tool that allow you and the client to establish a scope of services, fees and all other expectations. Properly updated and signed engagement letters reduce your exposure and save claims dollars.

Date: 11/11/2018
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Top Mistakes in Engagement Letters

Are you getting engagement letters for all your services to clients? Bill Thompson, CPA, RPLU of CPA Mutual shares why it’s important to always get engagement letters.

Date: 10/12/2018
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The Expectation Gap – What is it?

Bill Thompson, CPA, RPLU of CPA Mutual explains why CPA firms should mind the expectation gap.

Date: 9/11/2018
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CPA Mutual Acquires Professional Management Consultants Association of America

Gainesville FLORIDA, August 2018 – CPA Mutual (cpamutual.com) announces the acquisition of Michigan-based Professional Management Consultants Association of America (PMCA).

Date: 8/27/2018
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What are the biggest cyber security threats to CPA firms?

When it comes to cyber security, one of the biggest threats to a CPA firm is internal employees.

Date: 8/7/2018
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