We have just added 4 sample engagement letters (1040, 1120, 1120S & 1065) to the Resource Center. Make sure you get a signed engagement letter every year from your clients. Remember these are samples only and you should consult legal counsel before using.
Coming Soon: Updated Disclosure Letters.
Go to the Resource Center to download the samples.
The January Focus Groups are just around the corner. Focus Groups happen twice a year and are 1-day meetings of forward-thinking Partners (and future Partners) to share best practices. The objective of the Focus Group is to outperform the competition, and the results show that attending firms do just that.
Find out more information about the Focus Groups.
Southern California (Glendale) – January 18 – SOLD OUT
Texoma (Dallas) – January 24 – REGISTER
North Carolina (Charlotte) January 26 – REGISTER
Premium members will have recently received the audio series title “From Compliance to Reliance” with Edi Osborne. In the recording Edi referenced some of her Mentor Plus resources, and she has kindly created the following landing page for you to download the resources she discusses.
Edi has great program to take CPA firms, who want to get really involved in business advisory services, to the next level. It’s called the Mentor Plus More Business Acumen (MBA) Program and is a 2-day intensive course which includes a host of tools, processes and applications. The next MBA program is scheduled for January 30-31 in New York. We’re heading to NYC to experience the program and evaluate if it might be something we can partner with Edi to deliver to our Premium Members.
I know it’s late in January, but if there are Premium Members that would like to attend and evaluate it with us, get in touch, as Edi has given us a big discount (which I promised I would not advertise).
For more information click here.
If you would like to attend, give the office a call on 800 788 0190 and get the discount code.
I’m delighted to announce that I have joined Transition Advisors, LLC as West Coats Partner. Transition Advisors is a national consulting firm focused on assisting accounting firms in the process of buying, selling and merging with each other.
I’ll be working closely with Mark Basinski on the west coast and help expand Transition Advisors into Oregon, Washington, Northern Nevada and Utah. Over the past yers, Transition Advisors have closed nearly one thousand transactions nationally working with a wide range of firm sizes, from local to international.
On a personal not
Welcome to the 2020 Group blog Million Dollar CPA, I'm Chris Frederiksen. In addition to being a practicing CPA, I (and the 2020 consultants) also consult with hundreds of firms every year. The objective of this blog is to bring the world's best practices directly to you to help you identify new revenue streams, become more efficient, make more money and have more fun!
visit www.2020groupUSA.com
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