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Evaluating Clients – Engagement risk screening for CPA firms.

Accountants Professional Liability Insurance

Evaluating Clients – Engagement risk screening for CPA firms.

The white paper and forms is provided herein are merely intended as a resource to members of CPAGold™.

Before using any of the information in your practice, please be aware of the following disclaimer:

The white paper is for risk management education purposes and not intended to provide legal or other professional advice and are subject to the various requirements of a particular user or legal jurisdiction.

The managers of CPAGold™ makes no representation as to the technical accuracy or compliance with any local or national law, or professional standards of accounting or legal practice and cannot be responsible as to changes to such laws or standards which may correct or update the documents on the following pages.

If you chose to employ any of the suggested forms in your practice you may need to refer to qualified local counsel to ensure that the suggested document complies with local law and standards of practice.

Please direct any questions about the documents to you insurance agent or the managers of CPAGold™.

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