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Engagement Letters: You're Under Consulting Risk Since the 1st Client Signed

ENGAGEMENT LETTERS: YOU'RE UNDER CONSULTING RISK SINCE THE 1ST CLIENT SIGNED

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 27, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Over the past decade, accounting professionals consulting clients as a revenue stream has grown by 75% - a staggering number. Even though consulting is not necessarily a "traditional" service delivered by CPA firms, bookkeeping practices, and the like, consider the number of times a client has asked you directly for advice. Such ad-hoc advice can frequently evolve into a more considerable consulting opportunity for your business and a great way to enhance the practitioner's value proposition - increasing risk along the way.

Join Will Lopez, Head of Gusto's Accountant Community, and Josh Lance, CPA, Head of Accounting at Practice Ignition, as they discuss how to manage consulting risk within your engagement letters.

Learning Objectives:


  • Evaluate your firm's expertise in your chosen consulting methods

  • Determine which AICPA professional standards apply and govern your consulting services

  • Demonstrate how to align your firm and client with agreed-upon consulting and scope management

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Joshua Lance

Ignition
Head of Accounting at Practice Ignition
[email protected]
(630) 537-0218

Ignitionlogo

Linkedin

Will Lopez

Gusto
Head of Accountant Community
[email protected]

Gustologo

As the head of Gusto’s accountant community, Will advocates for, and helps identify more opportunities for accountants, bookkeepers, and other advisors to better support small businesses. He is inspired to build a community that can be a voice for small business owners and their transformational advisors to can create more value together. Through a deeper partnership with Gusto, a new era will begin where accountants at every level will be valued for all the hard work they provide to the clients who trust them most with all things people.

About Our Sponsor

Gustologo
Gusto serves 200,000+ small businesses and 7,000+ accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.