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Free cpe webinars
Managing 2021 Consulting Risk Within Your Engagement Letters


Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 13, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAuditing
Course LevelBasic
Series: Bookkeeper
Course Description

Over the past decade, accounting professionals consulting clients as a revenue stream has grown by 75% - staggering. Even though consulting is not necessarily a "traditional" service delivered by CPA firms, bookkeeping practices, and the like, consider the number of times a client has asked you directly for advice. Such ad-hoc advice can frequently evolve into a more considerable consulting opportunity for your business and a great way to enhance the practitioner's value proposition - increasing risk along the way.

Join Will Lopez, Head of Gusto's Accountant Community, and Josh Lance, CPA, Head of Accounting at Practice Ignition, as they discuss how to manage consulting risk within your engagement letters.

Learning Objectives:

  • Evaluate your firm's expertise in your chosen consulting methods

  • Determine which AICPA professional standards apply and govern your consulting services

  • Identify how to align your firm and client with agreed-upon consulting and scope management

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Joshua Lance

Practice Ignition
Head of Accounting at Practice Ignition
(630) 537-0218

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Joshua Lance is the Head of Accounting at Practice Ignition and the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home.  Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra-high net worth family office. Josh is also an adjunct faculty at Northwestern University in Evanston, IL, teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering.  He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 and 2018 by CPA Practice Advisor. Josh was also recently named to the Illinois CPA Society Board of Directors.


Will Lopez

Head of Accountant Community


As the head of Gusto’s accountant community, Will advocates for, and helps identify more opportunities for accountants, bookkeepers, and other advisors to better support small businesses. He is inspired to build a community that can be a voice for small business owners and their transformational advisors to can create more value together. Through a deeper partnership with Gusto, a new era will begin where accountants at every level will be valued for all the hard work they provide to the clients who trust them most with all things people.

About Our Sponsor

Gusto serves more than 100,000 small businesses and 4,500 accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.