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| CPAsecretary includes the following 75 Template Documents
that can be modified* by you for use on any of your clients. |
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| Engagement Letter Templates Include: |
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Audit Engagement Letter - General Non SEC |
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Audit Engagement Letter - Broker Dealer |
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Review Engagement Letter - General [See Example] |
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Compilation Engagement Letter - Nondisclosure S Corp |
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Compilation Engagement Letter - Personal Financial Statements |
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QuickBooks Engagement Retainer Letter |
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Upgrade of Services from Tax Compliance Engagement Letter |
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Worker's Compensation Ins Audit Engagement Letter |
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| Audited Financial Statements Templates Include: |
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Audit Representation Letter - General |
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Audit Representation Letter - 501c3 Audit |
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Audit Representation Letter - Broker Dealer |
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Audit Letter on Internal Control - SEC 17a-5 [See Example] |
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Audited Financial Statements - General Template with Notes |
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Audited Financial Statements - Broker Dealer Template |
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| Review Financial Statements Templates Include: |
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Review Comparative Financial Statements Template - General |
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Review Notes for a Comparative Long-Term Contracts Disclosure |
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Representation Letter for Review Financials |
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Client Inventory Representation Letter for Review Financials |
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| Compilation Financial Statements Templates Include: |
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Compilation Letter for a Nondisclosure S Corp Financial Statement |
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Compilation Letter for a Personal Financial Statement - Nondisclosure |
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Compilation Financial Statement Template - with Supplemental Schedules |
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Projected Financial Statement Compilation - 3 Year Modified Cash Basis |
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Forecasted Financial Statement Compilation - 3 Years [See Example] |
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| Invoice & Billing Templates Include: |
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Letter to Client to Settle Outstanding Balance |
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Friendly Reminder to Send Money |
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Invoice Example - Incorporating Services |
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Serious Collection Letter - Send Money |
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| Standardized Letters Templates Include: |
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Third Party Self Employment Verification |
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All Corporation Taxes Paid Letter |
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Request for Records - Client is Buying Business |
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Fax Cover Sheet |
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Mortgage Balance Payoff Letter for Refinance |
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| Confirmation Letters Templates Include: |
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Accounts Payable Confirmation Letter [See Example] |
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Accounts Receivable - Negative Confirm |
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Accounts Receivable - Positive Confirm |
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Legal Confirmation Letter |
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Lease Confirmation Letter |
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Inventory on Consignment Letter |
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Confirmation of Securities in Trust & Custodian a/c |
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Bank Cutoff Statement Request |
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| Money Making Letters Templates Include: |
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Letter to Clients - New Tax Law Changes & Opportunities [See Example] |
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Invitation for CPE Seminar - CPA Peer Relationship Networking |
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Letter to Clients - Refinance Opportunities |
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Letter to Clients - 529 Plans |
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Tax Season Letter #1 |
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Tax Season Letter #2 [See Example] |
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Tax Season Letter #3 |
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| IRS & State Tax Letters Templates Include: |
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Tax Return Client Representation Letter [See Example] |
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IRA Rollover Verification for IRS |
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Abatement of Penalty Request - Form 2210 Annualized Method |
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State Corp Reinstatement Request |
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State S Election Status Inquiry |
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| Contracts-Agreements Templates Include: |
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Client Termination Letter to Lawyer - Returning All Files |
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Certificate of Dissolution |
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Corporate Minutes and Meetings Templates |
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Independent Contractors Agreement [See Example] |
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| Excel Spreadsheets Templates Include: |
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Complete Review Financial Statement Template - % of Completion |
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Weekly Time Sheet Template |
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Payroll Summary - Gross to Net |
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Forecasted Financial Statements Template |
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| Peer Review & Practice Management Templates Include: |
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Firm Personnel - Quality Control Manual (37 Pages) |
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Firm Privacy Policy Statement |
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Peer Review Response Letter to AICPA |
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Peer Review Inspection Report |
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New Client Acceptance Sheet |
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Letter to New Client's Prior Accountant [See Example] |
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Employee Vacation Request |
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Proposal Letter to Potential Client |
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| * Please keep in mind that these documents
should be modified by you to fit the needs of your clients and comply with the ongoing changes
in the CPA Profession's pronouncements. They are provided as a guide only to get you and your
secretary started and should not be relied upon as authoritative. |
