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Discussion of the latest issues affecting our clients.
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Changes in Engagement Agreement from 2024 to 2025
There are a number of changes in our services each year driven by evolving industry standards, technology, and new laws. The changes for 2025 are minimal, and include these items, listed according to section of the engagement agreement: INTRODUCTION The engagement agreement is defined as one part of a three part agreement: the engagement agreement,…
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Service changes for 2025
My client engagement agreements are intended to end on December 31 unless otherwise agreed. The three significant items that changed from 2024 to 2025 are: clarification on secure vs casual communications services are expanded to offer reviews and coaching on security protocols minimum fee is increased to $1,500 for individuals ($125/month) or $7,200 for businesses…
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Happy ‘engagement agreement’, happy life!
There is a saying “Happy wife, happy life”. But for accountants and advisers, it should be “Happy engagement agreement, happy life”. The engagement agreement solidifies all of our work relationships, boosts communication, and helps ensure that everyone feels like a winner as a result of our work together. Our 14 page engagement agreement is longer…