| BEST PRACTICE |
LINK TO ARTICLE RESOURCE IN CPA LEADERSHIP REPORT |
DATE OF ARTICLE |
| Management/People/Culture |
| A clear, defined scope of engagement can protect you in a third-party lawsuit. Some auditors include in the bound audited financial statements a separate page that makes third-party users subject to the terms of the engagement letter. |
Case Study--On Scope of Engagement |
July 2009 |
| Sticker shock is a healthy. Failure to induce sticker shock means you are probably under-pricing services. |
How Clients React Emotionally to Your Bills |
July 2009 |
| Unless specifically addressed in a contract or a statute, each party to a lawsuit pays its own attorneys' fees. It is, therefore, often advisable to include a fee-shifting provision in your engagement letters. |
Why Engagement Letters Should Provide for Recovery of Attorneys' Fees |
July 2009 |
| Client Services |
| Discover client concerns to help them—and generate engagements and revenue by using these questions (click on the link in the next column). |
How to Get Clients to Reveal Their Needs |
July 2009 |
| Marketing and Sales |
Marketing professionals should be aware of the expectation gap. Conduct a poll to determine:
- How have priorities changed in the economic downturn?
- How can you best help the firm to achieve its growth agenda in this new economy?
- How can you assist the firm's professionals to achieve practice growth?
|
How Marketing Professionals Can Remain Viable |
July 2009 |
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