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A practical, hands-on tool that can sit on the auditors desk for easy access. The Guide is composed primarily of annotated parts of an engagement letter and full engagement letters that a CPA can tailor for his or her own purposes. Compact disk contains; All individual sections; Full text of all letters in the book; Case studies illustrating the dos and donts of engagement; letter use
About the Author
Ric Rosario, CPA, CFE, is CEO and Director of CAMICO Mutual Insurance Company. A Certified Fraud Examiner with experience in public accounting and private industry, he most recently was Executive Vice President of Risk Management, where his duties included executive oversight of underwriting, program development, and marketing and communication operations for the company. Mr. Rosarios public accounting background is in the audit division of the regional firm of John F. Forbes & Co. He later joined a start-up real estate venture as controller and completed his tenure there as chief financial officer. A part time lecturer on accounting at Notre Dame de Namur University, in Belmont, Calif., Mr. Rosario earned a bachelors degree in accounting at Saint Marys College, in Moraga, Calif. Several of his articles have appeared in national publications, and he is active with many state society and AICPA committees. Ron Klein, J.D., CFE, is the President--Claims Counsel, responsible for advising the CAMICO claims department, especially on high exposure claims, and is the chief claims strategist. He has been with CAMICO since its inception in 1986, managed the claims department for 20 years, and has seen over 4,000 professional liability claims during his tenure. Educated as an accountant and attorney, Mr. Klein holds a Bachelor of Science in Business Administration from Washington University, in St. Louis, and a Juris Doctor from Southwestern University, in Los Angeles. He is a member of the California Society of CPAs committee on professional liability and is a frequent speaker. He has addressed more than 10,000 CPAs on topics regarding professional liability and other legal issues that affect accountants. Suzanne M. Holl, CPA, is Vice President of Loss Prevention Services. With more 20 years of experience in accounting, she draws on her Big Four public accounting and private industry background to provide CAMICOs member-owners with information on a wide variety of loss prevention and accounting issues. A licensed CPA in the state of California, Ms. Holl graduated with a bachelors degree in accounting from Golden Gate University in San Francisco. Her background includes health care administration in the fields of accounting, benefits administration, and human resources. Ms. Holl was also director of employee benefits and health services at a large childrens hospital based in Fresno. Several of her articles have appeared in national publications.