Description

Strong engagement letters protect your firm. They spell out what work you will (and won’t) do, who is responsible for what, and how problems will be handled. Weak or vague letters may expose firms to potential liability.

In this course, you’ll learn how to draft, update, and enforce engagement letters that actually work in the real world. We pull from industry guidance, malpractice insurer data, and peer-review findings to show you the clauses that matter, how to prevent “scope creep” (work expanding beyond what was agreed), and how to not compromise your independence.

Instructor: Jason Cornell, Esq.

Target Audience

CPAs in public practice, finance professionals, firm leaders, and managers responsible for client engagement agreements and risk management

Course Objectives

Understand the necessity for quality engagement letters that help protect your practice

Recognize effective content in engagement letters

Subjects

Essential clauses made simple

Keeping independence intact

Change orders that prevent fights

Stopping scope creep early

What insurers and peer reviewers are seeing now