Smart CPAs and accounting firm owners are always on the lookout for innovative methods to enhance their efficiency and effectiveness, especially when it comes to critical tasks of creating proposals and engagement letters. These documents are the foundation to securing and defining the scope of client relationships, making their accuracy and professionalism paramount. In this blog post, we will explore how these firms can streamline this process, ensuring it is both time-saving and error-free and effective in converting clients, onboarding them on a sustainable basis while maintaining the...