An unclear engagement letter can cost your accounting firm valuable time, unpaid fees, and unnecessary client disputes. Are your engagement agreements doing enough to protect your practice?
Download the complimentary guide, Engagement Letters: Lessons Learned the Hard Way, from Ignition to discover practical strategies for establishing clearer client expectations, defining the scope of services, and ensuring your firm gets paid for the work it performs.
Featuring real-world experiences and insights from Eric Green, founder of Tax Rep Network, this guide shares eight important lessons learned from challenging client engagements, including situations involving unexpected tax issues, unsigned agreements, unpaid work, and potential conflicts of interest.
You'll also discover how the One Big Beautiful Bill Act (OBBBA) introduces new considerations for engagement letters, service pricing, and scope of work as accounting firms prepare for 2027.
What You'll Learn:
Prevent scope creep and protect profitability: Clearly define included services, exclusions, and additional fees to avoid performing work outside the original engagement without compensation.
Get engagement letters signed and payments secured: Learn why obtaining client acceptance and completing required payment steps before beginning work can help prevent costly mistakes.
Reduce risk and strengthen client relationships: Discover practical approaches to verifying client information, documenting responsibilities, identifying potential conflicts, and managing expectations.
Prepare for OBBBA-related changes: Understand how new tax provisions may affect client services, planning requirements, engagement scope, and pricing for 2027.
The guide also outlines an eight-step proposal-to-payment process that accounting firms can use to standardize client engagements, reduce administrative work, and improve billing practices.
Whether you're a CPA, tax preparer, firm owner, or accounting professional, these practical lessons can help you establish stronger client agreements and build a more efficient practice.
Download Your Free Guide Today!
Don't wait until an engagement dispute or unpaid invoice exposes weaknesses in your firm's processes.
Complete the form to download your complimentary guide and discover how to protect your time, strengthen client agreements, and improve your firm's financial performance.
