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05 Jul

Engagement Letter Do’s and Don’ts

Engagement letters help improve communication with clients, document engagements, and protect you from litigation. By clearly defining an engagement’s scope and services, you can better avoid misunderstandings.

What you should do:

  • State the purpose of the engagement
  • Define the scope of the engagement (specifically what you will and won’t do)
  • Specify known negative conditions or adverse situations
  • Note client instructions, responsibilities, deliverables and dates
  • Note reliance on facts provided by client
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26 Jun

Definitions of terms relevant to attestation engagements

Assertion. Any declaration or set of declarations about whether the subject matter is in accordance with (or based on) the criteria.

Criteria. The benchmarks used to measure or evaluate the subject matter.

Engaging party. The party(ies) that engages the practitioner to perform the attestation engagement.

General use. Refers to prospective financial information for use by persons with whom the responsible party is not negotiating directly.

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26 Jun

Mammoth HR: A New HR Value-Add Program for You to Offer Your Clients


Provide Your Clients the HR Services You Can’t Offer Yourself

Your clients count on you as their trusted advisor to recommend opportunities and solutions that can benefit their businesses. Now CAMICO and Mammoth HR, one of CAMICO’s strategic partners, are teaming up to offer policyholders access to Mammoth’s industry-leading virtual HR helpdesk services. With this new program, you can offer your clients a Human Resources compliance and consulting solution so they have a place to turn with their HR tasks, problems, and questions.

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  • 05 Jul

    Engagement Letter Do’s and Don’ts

    Engagement letters help improve communication with clients, document engagements, and protect you from litigation. By clearly defining an engagement’s scope and services, you can better avoid misunderstandings.

    What you should do:

  • 26 Jun

    Managing the Risks of Serving Cannabis Clients

    Experts predict that America's cannabis industry will continue to grow over the next four years — even with ambiguity emanating from the White House.1 The legal cannabis market was worth an estimated $7.2 billion in 2016 and is projected to grow. Medical marijuana sale... read more