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activities and tasks advisory services AICPA appropriate assigned Assisting Clients client partner client personnel complete the engagement conduct considered consulting service director consulting services engagement consulting services practice consulting services practitioner CONTROL AND MANAGEMENT Control Form cost center CPA firm Date decision to pursue detailed engagement determine discussed documents engagement activities Engagement Conclusion engagement control program engagement definition engagement director engagement execution engagement letter Engagement Management engagement objectives engagement results engagement work program engagements involving establish policies evaluation example firm may wish firm's consulting services help ensure implementation services individual Information gathering initial engagement plan initial understanding insolvency services Management and Execution Management Consulting Services performed policies and procedures practice aid practitioner's function Preengagement Considerations preliminary survey preparation product services proposal letter prospective client provided in exhibit recommendations reporting requirements scope services engagement control specific consulting services staff support services transaction services wish to establish zip code