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Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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Free cpe webinars
How, What & Why of Engagement Letters

HOW, WHAT & WHY OF ENGAGEMENT LETTERS

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

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 Far too many firms have outdated, or worse, unsigned engagement letters.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. 

Learning Objectives:


  • Recall why engagement letters are critical in your practice

  • Identify critical elements of every engagement letter, including payment terms

  • Recall how to automate reminders and enable digital signatures

  • Identify 5 tips for a smoother tax season through back-office automation

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Joshua Lance

Ignition
Head of Accounting at Practice Ignition
josh@lancecpa.com
(630) 537-0218

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Joshua 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 enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 and 2018 by CPA Practice Advisor. Josh was also recently named to the Illinois CPA Society Board of Directors.

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Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.