Engagement Letter Do’s and Don’ts

CAMICOEngagementLetter

Engagement letters help improve communication with clients, document engagements, and protect you from litigation. By clearly defining an engagement’s scope and services, you can better avoid misunderstandings.

What you should do:

  • State the purpose of the engagement
  • Define the scope of the engagement (specifically what you will and won’t do)

Pages

Latest Articles

  • 13 Jun

    Report potential claims and claims as early as possible

    CPAs are often so busy that they don't recognize or acknowledge a potential claim as it is developing. This can be particularly devastating when the damages claimed are significant and are not covered because of late reporting. It's important to pay attention to potential issues and to rep... read more

  • 15 May

    Now is a Good Time to Re-Evaluate Clients

    Many CPAs are still catching their breath after what may arguably be one of the more difficult tax seasons. It goes without saying that the Tax Cuts and Jobs Act (TCJA) which passed into law on December 22, 2017, (Pub. L. 115–97) was a "game changer" for the profession. Tax professionals... read more