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The Essential Nonattest Engagement Letter Toolkit

The Essential Nonattest Engagement Letter Toolkit is a valuable resource that will help CPAs draft engagement letters when performing nonattest services for clients, such as bookkeeping, payroll processing, tax return preparation, and more. While not authoritative, the toolkit provides practical, real-life examples and sample language that CPAs can tailor to specific client circumstances.

 

$59.00


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Overview

CPAs commonly perform a wide variety of services for clients, both attest and nonattest in nature. Attorneys who specialize in defending accounting malpractice claims agree that an engagement letter signed by the client before services are rendered is an effective defense tool, especially if the scope of the engagement is disputed. However, there currently are no authoritative standards related to minimum elements to include in engagement letters for nonattest services, other than SSARS No. 21, Section 70, Preparation of Financial Statements.


To address this gap, Surgent developed "The Essential Nonattest Engagement Letter Toolkit" as a resource to help CPAs draft engagement letters when performing some of the most common nonattest services for clients, such as bookkeeping, payroll processing, tax return preparation and more. While not authoritative, the toolkit includes practical, real-life examples and sample language that CPAs can tailor to specific client circumstances.

The following items are included in the toolkit:

  • Preparing tax-basis financial statements, proposing period end adjustments, and preparing federal and state tax returns (Independence safeguarded)

  • Preparing tax-basis financial statements, proposing period end adjustments, and preparing federal and state tax returns (Independence not safeguarded)

  • Bookkeeping: Proposing period end adjustments and reconciling bank accounts (Independence safeguarded)

  • Bookkeeping: Recording cash receipts and cash disbursements and reconciling bank accounts (Independence safeguarded)

  • Bookkeeping: Bill payment services (Independence not safeguarded)

  • Tax and business planning (Independence safeguarded)

  • Payroll check preparation service (Independence not safeguarded)

  • In addition, a sample letter for disengaging with a nonattest client is provided.

Product Format/Delivery:

The toolkit is delivered electronically in a Microsoft Word file. After your order has been placed, you will receive the toolkit as an email attachment within one business day.

Refund Policy:

Please note that refunds are not available for this product.

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