The consulting firm obtained an executed engagement letter and a form signed by the client authorizing the consultants to carry out their planned engagement activities. Two consultants arrived at the ...

Last month’s Professional Liability Spotlight column focused on frequently asked risk management questions related to topics other than engagement letters (see “Professional Liability Spotlight: ...

An engagement letter for auditing serves several purposes. For both the auditor and the client, ... Jeff Clements has been a certified public accountant and business consultant since 2002.

The engagement letter should include a detailed list of the investment banker's services. This helps to avoid disputes down the road as to what the investment banker is—and is not—expected to do.

Whether the objective is to help clients enter markets and launch products, implement digital experiences that enhance customer engagement, or identify cost-saving opportunities, the intent behind ...