Engagement Letter Sample. The CPA’s Guide to Developing and Managing a PFP Practice includes several sample engagement letters in the appendix to the guide, including 3 engagement letters from the Statement on Standards in PFP Services Compliance Toolkit on general (comprehensive) PFP engagements, implementation of the personal financial plan, and monitoring and updating of the personal financial plan.
Engagement Letter Sample. The AICPA anticipates making updates to this tool to incorporate future changes in AICPA Professional Standards and best practice recommendations, as necessary. Illustrative engagement letters for Service Organizations engagements are now available.