Engagement Letters for your Accounting Practice

 
 
 

Toll Free (866)262-7542

Home About Us Sample Letters Resources Contact Us

We welcome you to contact us at anytime:

 

Toll-free Phone:

1-866-262-7542

Fax:

1-508-656-1399

 

North American Professional Liability Insurance Agency, LLC (NAPLIA)

5 Whittier Street, 4th floor
Framingham, MA 01701

 

Email: TomH@naplia.com
 

Testimonials

NAPLIA is a tireless advocate for our firm.  They are very responsive to phone calls and inquiries about policy coverage.  So I never have to wait in the dark.  Overall, NAPLIA makes this a surprisingly enjoyable process and I look forward to my periodic phone conversations.


Benefits of Engagement Letters:

This site is maintained by North American Professional Liability Insurance Agency, LLC as a resource to the accounting community

 

The content of this site would not be possible without the contribution and support of the law firm of Lapping & Picardi

  • Identify terms, conditions, services, and fees with your client prior to the engagement, while you are on your best terms.

  • Clearly identify fees to avoid future fee disputes.

  • Marketing your services by identifying those services which you are not providing to a client, but could.

  • Include favorable Alternative Dispute Resolution terms in the event of a disagreement.

  • Inform clients, through a disengagement letter, when you are no longer representing them.

  • Mitigate potential "failure to detect" claims by identifying the exact services you are providing and the intent of such services.