Kim,What you have to understand, from a CPA's perspective, is that so many
clients or potential clients misunderstand the level of work being done. For
example, the word "audit" is used very loosely by many people and it means
something very specific in the CPA world (i.e., a financial examination of
records, etc., supporting financial statements to support that they are not
materially misstated). Our standards of practice and malpractice carriers
stress the importance of clarity in terms of what we are actually doing or not
doing.
I have similar language in my engagement letters and I always explain what that
means to clients in my initial meeting. What goes with that is an explanation
of the scope of information that I will be reviewing and if there is an
interest in broadening the scope, it needs to be agreed upon by the entire team.
I hope this helps with understanding why these CPA/FS engagement letters are
composed as you see them.
Gaylene
On Monday, February 4, 2019, 11:41:52 AM CST, Kim Gordon
kim@xxxxxxxxxxxxxxxxxx [CollabLaw] <CollabLaw@xxxxxxxxxxxxxxx> wrote:
Thanks, Doug. I am actually try to help some CPAs who are working in the
finical professional role draft a client fee engagement letter appropriate to
the process. Their current agreement seems intimidating and hard to understand
from a layman perspective with all the “we are not doing this service” language
in CPA jargon. It seems even more daunting than lawyer legalize :). Just
looking for a friendly way of meeting the same goal.
Thanks for the help offered so far by the list serve folks!Kim
Kim Gordon503. 539 .0388
kim@xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
7450 SW Beveland St, #100Portland, OR 97223
On Feb 1, 2019, at 06:50, 'Douglas J. Sanderson' dsand@xxxxxxxxxxxxxxxxxxxxx
[CollabLaw] <CollabLaw@xxxxxxxxxxxxxxx> wrote:
If you mean for the financial neutral to sign up into the collaborative
divorce, it’s part of the overall collaborative participation agreement, Kim.
If you mean a “regular” fee agreement, why not just ask a CPA you know? (I
don’t have a form agreement for that available.)
~~~
| Douglas J. “Doug” Sanderson
Attorney at Law |
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tel (703) 934-1122 | fax (703) 352-4300
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On Feb 1, 2019, at 12:55 AM, Kim Gordon kim@xxxxxxxxxxxxxxxxxx [CollabLaw]
<CollabLaw@xxxxxxxxxxxxxxx> wrote:
Collaborative Colleagues,
I am looking for some Fee Agreement examples for the Financial Professional.
I’m particularly interested in ones appropriate for use by a CPA. Would anyone
be willing to share or point me in a direction for a resource? I was not able
to find anything on the IACP website.
Thank you in advance,kim
~
Kim Gordon503. 539 .0388
kim@xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
7450 SW Beveland St, #100Portland, OR 97223
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