Are your engagement letters protecting your firm—or putting it at risk?
In this straight-talking session, Dawn Brolin, CPA and CEO of Powerful Accounting, shares personal stories and practical advice to help you avoid costly mistakes. Learn why engagement letters are more than paperwork—they’re essential for protecting your firm from scope creep, misunderstandings, and legal trouble.
Whether you're still sending Word docs or need a more consistent process, you'll walk away with clear steps to streamline your engagements and get paid upfront. Hear how automating your letters and payments changed Dawn’s business—and how it can change yours too.