{"id":115011,"date":"2023-08-09t11:55:56","date_gmt":"2023-08-09t15:55:56","guid":{"rendered":"\/\/www.g005e.com\/?p=115011"},"modified":"2024-08-27t17:01:36","modified_gmt":"2024-08-27t21:01:36","slug":"second-opinions-an-old-service-under-a-new-label","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/08\/09\/second-opinions-an-old-service-under-a-new-label\/","title":{"rendered":"second opinions: an old service under a new label"},"content":{"rendered":"

\"twobonus: a sample engagement letter.<\/strong>
\n<\/i><\/p>\n

by ed mendlowitz<\/i>
\nthe 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n

second opinions are just that \u2013 an outside look at a client\u2019s business or personal situation.<\/p>\n

more on marketing: <\/b>elder care: not sexy, but vital<\/a> | get your clients talking about retirement<\/a> | how to assist investment clubs<\/a> | when clients remarry<\/a> | seven questions to suggest estate planning<\/a> | four reasons to perform tax projections<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>
log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

we used to call them second opinions and promoted them as such. we no longer do that, but offer this as a separate and distinct service or product such as we do for performance measurement services. we feel that the difference is how the service is marketed, not how it is performed for the client.
\n<\/p>\n

who needs this service<\/strong><\/p>\n

every client who has a business or complicated personal financial situation would need this service.<\/p>\n

why the accountant is suited to offer this service<\/strong><\/p>\n

this is doing what we always do with a different name to it. rather than make the push to become someone\u2019s \u201cpermanent\u201d accountant we sell this as a single-assignment engagement.<\/p>\n

introducing the client to the service<\/strong><\/p>\n

suggestions of your availability to review complicated business and tax situations can be made when a tax client mentions problems at his or her company with current issues, or a general lack of clarity of a business\u2019 financial affairs.<\/p>\n

sample engagement letter for second opinion service<\/strong><\/p>\n

date<\/p>\n

mr. patrick boyle
\nstreet address
\ncity, state and zip code<\/p>\n

dear pat,<\/p>\n

this letter sets forth a proposal of the terms and objectives of our being engaged by you to provide financial, tax, planning, conceptualization and general consulting services.<\/p>\n

consultation services<\/strong><\/p>\n

the scope and nature of the services to be provided will include all consulting services, discussions and exploratory work on any of the items we discussed at our meeting, and any other issues you wish to raise. it will not include any detailed written memos, letters or analyses that are intended for third parties.<\/p>\n

some of the items we will cover are as follows:<\/p>\n