How to Write Your CAS Engagement Letter

Define not just what, but also when.

By Hitendra Patil
Accountaneur: The Entrepreneurial Accountant

“People think of us (accountants) as the compliance agents – the necessary evil.”

This sentence haunts me even today, after hearing it nearly 15 years ago from a multi-award-winning, highly experienced CPA.

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Perception!

Has the accounting profession’s brand been (predominantly) perceived as “compliance” only?

Posted on March 21, 2021

Hitendra Patil

About the Author

Hitendra R. Patil is one of the profession's leading authorities on accounting technology and the delivery of client accounting services.

He is the best-selling author of “The Definitive Success Guide to Client Accounting Services”

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and "Accountaneur: The Entrepreneurial Accountant."

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Patil has been named by Accounting Today as one of the Accounting Today Top 100 Most Influential People in Accounting. He has also been among the Top 10 Accounting Influencers to Follow on Social Media and Top 100 Accounting Social Media Leaderboard.

He is a regularly published author on many of the leading publications in the United States accounting profession. His previous best-seller book, Accountaneur: The Entrepreneurial Accountant, has been bought by accountants in 12 countries across four continents. He frequently provides fresh actionable insights to the accounting profession about CAS, practice growth, entrepreneurship in accounting, and emerging technologies such as artificial intelligence, machine learning, blockchain, and cybersecurity.

Patil serves as the Head of Customer Success at AccountantsWorld, where he helps accountants become more successful by leveraging AccountantsWorld’s software solutions more powerfully and advancing the company’s leadership in cloud solutions for accountants. He has worked in the technology and technology-enabled services industry for nearly 20 years, working across multiple industry sectors such as capital markets, hedge funds, manufacturing, accounting, payroll, tax, and advisory services.

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