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Results > AICPA Member Insurance Programs for CalCPA: (3)

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eBook
Crafting Engagement Letters That Help Protect Your Firm
Wednesday, August 20, 2025 AICPA Member Insurance Programs for CalCPA

Crafting Engagement Letters That Help Protect Your Firm

 Engagement letters are a critical piece in the foundation of a CPA firm’s risk management strategy—simple yet powerful tools that help safeguard your practice and set clear expectations with clients. Discover actionable tips and customizable tools that you can use to create engagement letters tailored to your firm’s needs.
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Guide
Navigating the Client Lifecycle: Strategies for Success at Every Stage
Tuesday, August 12, 2025 AICPA Member Insurance Programs for CalCPA

Navigating the Client Lifecycle: Strategies for Success at Every Stage

 Discover how to fuel growth, profitability, and sustainability while mitigating risks with our eBook, "Navigating the Client Lifecycle." Learn essential protocols to ensure your clients align with your firm's strategic goals and risk tolerance, positioning your firm for long-term success and reduced liability.
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Guide
Thinking of Starting Your Own CPA Firm?
Monday, August 26, 2024 AICPA Member Insurance Programs for CalCPA

Thinking of Starting Your Own CPA Firm?

 Whether you're thinking about starting your own firm, or you already have, this eBook will help guide you through the many milestones and challenges you may face as you embark on your journey to start your own CPA firm.
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