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  • 1.  Engagement letters

    Posted 10-25-2022 09:11 AM

    Does anyone know what the proper wording is when drafting engagement letters for clients if there is only one CPA in the firm, however, there are other employees?
    I am referring to using " I will"  versus "we will".  I had been told previously that even though I did not have a partner and had another professional in the firm I could use "we".  Does another professional refer to only another licensed CPA?  However, I have not found any written guidance on this.  

    Thank you.



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    Lori Di Marco
    LORI DI MARCO, CPA, PLLC
    Patchogue NY
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  • 2.  RE: Engagement letters

    Silver Most Valuable Member
    Posted 10-25-2022 09:45 AM
    You pay a lot of money for insurance.  Give your rep(s) a call. Either they or someone on their team will have answers for you.  They probably have templates for you to use as well.  Good Luck!

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    Marc Lusthaus
    CPA
    ROBERT S. LUSTHAUS, CPA PC
    Plainview NY
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    Original Message


  • 3.  RE: Engagement letters

    Bronze Most Valuable Member
    Posted 10-26-2022 07:02 AM
    I would say "the Firm" in lieu of the pronouns. Otherwise, if your team members will engage with the client and assist in the matter, we seems the more appropriate subject pronoun. 

    Ruth Bogatyrow Kraft

    Partner

     

    Main: (516)-282-3355 Ext. (135)

    Cell: (516)-353-3306

     

    Vigorito, Barker, Patterson, Nichols & Porter, LLP

    300 Garden City Plaza, Ste. 308

    Garden City, New York 11530

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    Original Message


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