ACCOUNTING FIRM RESOURCES
Resources to help support small accounting and bookkeeping firm practice administration and engagement quality management.
Engagement Onboarding Templates
The below buttons link to a Google Sheets file that may be copied or downloaded into Excel. Please read the disclaimer and other information on the "READ FIRST" tab. These templates are designed to be used in conjunction with a firm's engagement acceptance and continuation procedures, including the evaluation of criteria relevant to client or engagement acceptance or continuance, and documentation of threats and responses affecting engagement objectives.
Use of any public resources provided is at your own risk and does not constitute a service relationship with LEACIF.
More resources coming soon!
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