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27 Sep

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.
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02 Aug

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.

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