Engagement Letter Do’s and Don’ts

CAMICOEngagementLetter

Signed engagement letters help CPA firms improve communication with clients and protect the firm from litigation as “the first line of defense.” Use the following tips to help you write more effective engagement letters.

Engagement letters should…

  • State the purpose of the engagement.
  • Define the scope and limits of the engagement.
  • Specify known negative conditions or adverse situations.

Online Education Opportunities Offering Free CPE

We're happy to announce that we are offering four new webcasts and will continue to record new risk management content over the next several months. In addition, we are offering a wide selection of self-study courses leased from Checkpoint Learning. And as a reminder, all of our CPE is available to all members of an insured firm at no cost.

Pages

Latest Articles

  • 18 May

    Plan Ahead: Practice Continuation for Small Firms

    By Suzanne M. Holl, CPA

    No one likes to think about it, but as we age, some of us will become critically ill or injured, and some of us will experience a long-term disability. Family emergencies and obligations can also call CPAs away from their businesses for long pe... read more

  • 17 May

    Crypto: Thinking Future Risk and Defensive Documentation

    "Hope for the best, plan for the worst" — a very sound risk management approach. When it comes to your client being exposed to cryptoasset risk "plan for the worst" is necessary. No one at CAMICO, or anywhere else, knows whether cryptoassets will suffer a crash in value. What we at CAMI... read more

  • 17 May

    The Dos and Don'ts of Disengaging

    Whether due to the "great resignation," the "great reassessment," or the "baby boomer departure," the CPA profession is experiencing a diminishing workforce while facing "standards overload," handling a variety of relief programs, coping with innumerable IRS issues, and dealing with the co... read more