EXPLORE THE PRACTICE
Working Together
Know what happens next, what questions to ask and what needs separate confirmation.
Understand the starting point
Discuss the broad service needed, existing workflow and questions before sharing financial records.
Agree on the work
Define services, deliverables, responsibilities, timing and fees in an engagement agreement.
Create a useful rhythm
Establish appropriate secure information exchange, review points and a clear communication process.
Make room for communication.
Ask an operating practice about its contact process, accessibility arrangements and the way it explains information. Preferences should be discussed before confirming an engagement or visit.
Consultation Preview →A fictional CPA practice. No accounting, tax, investment or financial advice is offered. No return is prepared or filed. Do not enter tax returns, Social Security numbers, account numbers or financial documents. A real engagement requires an appropriately qualified professional and agreed scope.
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