Engagement letters are a critical element of your accounting firm. Far too many firms have outdated, or worse, unsigned engagement letters. This webinar covers what makes a good engagement letter and why you should have one for each client, for each engagement. You’ll also see how you can implement a robust engagement letter management system to keep track of your engagement letters, automate reminders to clients, and enable digital signatures.
- Understand why engagement letters are critical in your practice
- Recognize the critical elements of every engagement letter, including payment terms
- Identify how to automate reminders and enable digital signatures
- Discover 5 tips for a smoother tax season through back-office automation
- None required.
Who Should Attend
CPA firm leaders who desire to implement the best processes and tools to run a virtual firm.
- Head of Accounting
Josh Lance is the Head of Accounting at Practice Ignition and the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home. Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra-high net worth family office. Josh is also an adjunct faculty at Northwestern University in Evanston, IL teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering. He en... Read more
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Date & Time
Friday, February 24, 2023
2:00 PM EST (see additional timezones)
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