This session will focus on the risk management side of engagement letters and provide participants with samples and examples designed to lower your exposure to litigation (US tax examples).
Engagement Letter Usage is a vital component of CPA firm management and will be the focus of this one-hour webinar. Engagement letters provide firms with essential protective wording for your practice. In addition, they allow you the opportunity to market additional services and ultimately create a stronger relationship with your clients. This session will focus on the risk management side of engagement letters and provide participants with samples and examples designed to lower your exposure to litigation.
McGowanPRO is and independent agency that operates solely in our client’s interest. Our number one goal is to provide you with a choice of comprehensive coverage options at reasonable premiums. We are not driven by contingent commissions, or other self-serving interests. We are proud members of the Professional Liability Underwriting Society (PLUS), the Better Business Bureau, and hold the highest ranking from Dun & Bradstreet for companies our size.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
