Live Webinar
Signed, Sealed, Protected: Mastering Your Engagement Letters
Time: 3pm – 4pm ET
Date: Monday, December 29, 2025
A signed engagement letter is one of the most important tools an accounting professional can have. It protects your firm from legal and financial risk, ensures compliance, and sets clear expectations around scope, services, and responsibilities.
In this session, Dawn Brolin, CPA, CFE, shares how to create stronger, more compliant engagement letters based on her experience as a firm owner. You’ll learn how to define scope clearly, communicate exclusions, and avoid common mistakes that lead to misunderstandings or scope creep.
You’ll also see how Dawn uses Ignition to automate her engagement letter process—from proposal to payment collection—helping her save time, stay compliant, and get paid faster. Whether you’re building your first letter or refining an existing process, this session will give you practical steps to better protect your firm.
Learning objectives:
- Recognize the core components of a compliant and protective engagement letter
- Identify common risks and communication gaps that lead to scope creep and payment issues
- Outline best practices to clarify scope, fees, deliverables, and exclusions in client engagements
- Evaluate how technology—specifically Ignition—can support engagement letter automation, compliance, and upfront payment collection
Date: Monday, December 29, 2025
Time: Live Webinar | 3pm – 4pm ET
Cost: FREE
Credit: 1 Hour CE / CPE for EAs and CPAs
Program brought to you by:
Register for the Webinar!
Please use the form below.
Meet the Speaker
Dawn Brolin, CPA, CFE – Founder, Designated Motivator
Dawn Brolin, CPA, CFE, is The Designated Motivator for Accounting Professionals and CEO of Powerful Accounting, Inc. A respected educator and speaker for over 20 years, Dawn is known for her work with technology partners, her role as President of the Accounting Cornerstone Foundation, and her multiple industry recognitions. Through coaching, books, and speaking, she helps firm owners achieve growth, freedom, and balance.
Education Information
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Live Webcast
Field of Study: Taxes
CPE: 1 hour (Taxes)
IRS CE: 1 hour (Taxes)
Program Number: 15UFN-T-00461-25-O
Title: Signed, Sealed, Protected: Mastering Your Engagement Letters
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Other Information
- Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) and let us know you will be unable to make the program. Cancellation Deadline is December 29, 2025.
- Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to team@taxrepllc.com.
- CPE Credits & Field of Study: Recommended 1 CE / CPE Credit Hour in the Field of Taxation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
