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How, What & Why of Engagement Letters for This Tax Season

HOW, WHAT & WHY OF ENGAGEMENT LETTERS FOR THIS TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 20, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Engagement letters are a critical element of your accounting firm, and for the most part, are a requirement of your professional body's membership. Far too many firms have outdated, or worse, unsigned engagement letters.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, enable digital signatures, and collect payment details in one platform.

Learning Objectives:


  • Identify why engagement letters are critical in your practice

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

  • Demonstrate how to automate reminders and enable digital signatures

  • Recognize 5 tips for a smooth tax season through back-office automation

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

Practice 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.

About Our Presenter

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Practice Ignition is everything you need to streamline and grow your accounting practice. Automate your team's workflow with professional proposals and engagement letters, onboard clients faster and win more business, track performance with extensive analytics, accept payments and get paid on time. Works with Xero and WFM.