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Appendix 65AIllustrative Forms and Checklists 651007
Appendix 65BCase Studies of Engagements to Assist a Client
addition advertising AICPA American Express analysis analyze areas Assisting Clients benefits bookkeeper budget Business Consulting Practice cards Chart of accounts CLIENTS IN CONTROLLING company's Consulting Practice Aids Controlling Costs costs and expenses costs and operating CPA firm CPAs One Main Daley and Weeks December 31 Developing Dewey Diners Club discuss documents employees engagement letter engagement to review expense category expense control engagements Fact-Finding and Evaluation Factory supplies fees follow-up engagement gross margin Gross profit Heavy Metal identify improve cash flow income statement increase profitability Interest expense interim inventory John Dewey Kirby Shoe Company ledger account Main Street Anytown Management Consulting Services material costs needs newspapers operating expenses Overhead Allocation Payroll Payroll taxes percentage of sales practitioner determines preliminary survey procedures profitability and cash purchasing receptionist recommendations recording costs rent and occupancy Robert Smiley semi-variable Small Business Consulting Smith staff in implementing taxes trends