Click Here for a free estimate!

25 East Spring Valley Avenue
Maywood, NJ 07607
1 (877) CPA-GOLD

Tag Archives: disengagement

Example Disengagement letters

Post Image

In a recent posting on the CPAFMA website there was a request for a specific template for client disengagement letter.  You may recall we blogged about the topic of client disengagement in 2018 (Go here). The following are two suggested templates for disengagement letters: a relative simple version aimed at individual clients from the AICPA […]

Read More

Up in Smoke II – What’s happening in Banking?

Post Image

by Rickard Jorgensen, FCII, ARM, ACIArb Although not directly connected to the practice of accounting it is useful to know what is happening in other industries. In this case in particular, we are talking about the highly controversial cannabis business. Big Tobacco and the brewing industry are watching with great interest developments at the Department […]

Read More

The Risk of Being Consistent

(How Claims Arise From Following Past Work and not Our Independent Judgment) By Ralph G. Picardi, Esq. “A foolish consistency is the hobgoblin of little minds….” When Ralph Waldo Emerson penned those words in his essay, Self-Reliance, almost 175 years ago I think it is fair to say he didn’t have accounting risk management in […]

Read More

Warning signs – when to consider disengagement.

You may consider a disengaging a particular client in the following situations: Your firm changes partners, staff or objectives: A change in your firm may necessitate a change to your client base. The loss of a partner with a specific expertise may impact future services.  The firm may decide to discontinue services to the former […]

Read More