CPA's Guide to Effective Engagement Letters

14th Edition. By Ric Rosario, CPA, CFE, CGMA; Ron Klein, JD; and Suzanne M. Holl, CPA

CPA's Guide to Effective Engagement Letters (14th Edition) provides the information needed to compose effective engagement letters. The book is a practical, hands-on tool that can sit on the CPA's desk for easy access.

The CPA’s Guide 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).

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 wide variety of engagement types are covered in this book, and every letter can be easily customized and printed.


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The CPA’s Guide to Effective Engagement Letters, 14th Edition — available from Wolters Kluwer
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Engagement letters covered:
  • Audit, Review,and Compilation
  • Preparation Services
  • Tax Preparation (Individual, Partnership, Corporate,Trust/Estate, and Other)
  • Personal/Business Management
  • Prospective Financial Statements
  • Business Valuation
  • Computer Consulting
  • Assurance Services
  • Litigation Support
  • General Accounting
  • Internal Control
  • Record Retention and Destruction
  • Disengaging

New engagement letters have been added:
  • Agreed-Upon Procedures — SSAE-19 Compliant
  • Preparation of Trust Accounting and Tax
  • Tax Opinion Engagement
  • Client Letter — COVID-19 Pandemic Implications to Firm Services