Building a boutique CPA/advisory firm and curious what others use for engagement letters, audit/review/compilation workpapers, financial statement templates, GAAP/SEC and tax research, practice management, client portals, and QC manuals. If you were starting a firm today, what would be your must-have software stack, and which subscriptions provide the best value for the cost? Any lessons learned appreciated.

like
Posting as :
works at
You are currently posting as works at

I just started and am using TaxDome. It’s a great all in one option. For ELs, I took the templates from the AICPA. I have heard people say the non-tax ones are hard to find. Tax research using BlueJ

like

My professional liability insurance provider(CAMICO) has a library of engagement letters that I've customized for my clients.

Best of luck OP

PPC is the most common audit methodology software I have seen for firms that don’t have their own

Related Posts

Does anyone have a contact for recruiter / life coach that specialize in advising on jump from from agency (account management) to client side?

like

I’m working on a food-related passion project with an art director friend! Looking for people in advertising who like to cook and can provide us with recipes and food pics. Interested (or know someone who might be)? DM me.

How does project allocation happens for lateral joiners? Is it forced upon or do we get a choice to choose or apply for a project? Accenture

like

What origination % are insurance defense firms giving to the attorney that brings in the file/client?

like

Hi Friends, i attended 2 client interviews and both went wrong. I don't know what to do. I am new to EY GDS......Is anyone faced the same ?

like

Are there any books or other resources that mid levels/seniors/counsel/partners on here have found helpful for the project management / managing junior attorney aspects of your job?

I am not finding a lot of stuff written for lawyers specifically , but there is a lot directed at “managers” in business generally that I imagine could be applicable.

like
like

Hi all,

Please help in referring to infosys Chandigarh...
Yoe - 8.4
Domain - Network infra, cloud consultant, Infrastructure project management, project management

Thanks

like

Anyone transition from healthcare to legal sector? I reached out to a recruiter because I’m looking to make that transition from healthcare administrative to a legal project coordinator. What are some transferable skills and goals I can best illustrate to recruiters and hiring managers?

like

How is Vodafone client in TechM

like

I have offer of 20 LPA from Oracle IDC Pune. Project is related to Oracle Primavera Cloud. I had a discussion with the hiring manager and everything sounded good to me.

I just wanted to know if there are any red flags I should be aware of. So please help me fishes.

YOE 4

Need 11 likes for DM

like

The most important lesson from the Snyder-verse JUSTICE LEAGUE is the value of good editing.

like

Hi Folks,

Can you please help me with the below queries,

I am working as a contractor for Walmart.

1) In case, they convert me to FTE, can I expect any hike?
2) When are Walmart offices opening?
3) My payroll company mentioned my work location as Bangalore but the project I am assigned to is based out of Chennai, how will that work?
4) What is the expected salary for an SAP Consultant in Walmart with 7 years of experience?

like

Hi need suggestions, i just joined HCL technologies noida , as a tech lead, its been 2 months only , and my reporting is to group tech manager, and he's giving me hard time to settle in and understand the project. Feeling like being pressurized to do things fast.
What should i do, i am very confused, when i start liking the project he again made some sarcastic comments and pressures me , even i am utilizing my weekends to unterstand it faster.

like

Hi All,
Looking to automate a manual process for the client and thinking of creating macros for with VBA. Has anyone done anything similar?

In the process of learning but wanted to reach out for any tips, tricks and advice anyone may have.

Thanks I’m advance.

like

Appropriate salary rage for visual designer/creative manager role? 3-5 years@experience or so. Austin. Client side.

Thanks for your help!

like

Hello fishes, I have an offer from Marlabs for KPMG project. I don't see much info about the company. Need your suggestions and inputs before I make a decision. TIA!

YOE- 6.6yrs
Profile- Network Infrastructure
Offered CTC- 19LPA

Hello Fishes !
Anyone from SAP functional in the group?
Have some queries regarding the type of project VOIS have in Pune location .. Do we have implementation or support project?
What is the scope of learning opportunity and growth perspective?

like

I currently work on the account management side at an agency and looking for some professional development tools/courses to help our account managers (and myself) with project management skills. Anything you would recommend? I know about Google’s course. Anything else?

like

More Posts

Which has more listings: Zillow or StreetEasy?

like

How do I leave audit? At times I feel trapped thinking to myself there is no way life is suppose to be like this. How do you find the right opportunity? Everyone says network. But, how do I network? Do I just reach out to my peers asking if they’re hiring? I would love some stories on how others ended up leaving and used their network to find a job they enjoyed doing.

like

Attempting to leave my current job for an opportunity that allows me to work, but doesn’t limit my ability to do some consulting on my own. I have an opportunity I’ve been presented but I’m fairly new at the negotiation game. How do you guys negotiate without insulting your potential opportunity provider?

like

Hello,
How is work like in advanced analytics department at Novartis?

Thanks in advance

How is Novartis Management Consulting Domain? I have got an offer for 20.5L

YOE - 3.5yrs

like

When do we get the annual hike and bonus mail in Novartis and secondly whats the cutoff date for being eligible for hike

Planning to resign, will I get my retirals and leave encashment?

like

Hi Fishes,

I received an offer (28 Lakhs + 3.9 Lakhs incentive) from Novartis for Sr Project Manager yesterday. This was just 13.6% more than my current earnings as Project Manager. I've given the reasons why I deserve at least 30% to HR. In response to that, HR has sent 2nd offer i.e. 29 Lakhs + 4 Lakhs incentive + 50k sign-on bonus. The 2nd offer is just 18.2% higher than my current earnings. Need your suggestion, if I could still negotiate with HR to finalize deal by asking for 25% hike?

like

How is the hike and bonus guys

like

Started as consultant, then promoted to SC. But my responsibilities were pretty much the same. Should I break these out in my resume as two separate roles with separate descriptions?

like

I have second round interviews coming up at a law firm with partners and associates. What are your favorite questions to ask law firm partners and associates during interviews?

like

Please wish me luck on my final interview today. The salary would be life changing for me. 😬

likeuplifting

Hello guys, I need some likes for enabling DMs. If you pass through this message please drop a like. Thank you!

like

New to SAP. What are good modules to learn if you are interested in supply chain?

like

Imagine starting Lamar and Diggs and still losing. Couldn’t be me.

like

This time last year, I was making 70k without bonus potential. Tomorrow, I am putting in my notice and I will be making 110k with potential bonuses. Remember to take care of you.

likeuplifting

How is trust & safety team at Swiggy? What is the average pay for Sr Manager position - 6 YOE with full time MBA.
Swiggy

like

CFA or CPA ? Anyone has both? Any benefits of having both instead of just focusing on one ?

Additional Posts in Advisory in Accounting

Recently switched from audit to advisory. Not loving it, want to disconnect and switch careers/take a role outside of accounting. Thinking about putting two weeks in before the break without anything lined up. Thoughts?

likefunny

Anyone who has interviewed with PWC recently, how long after the first interview were you notified about second round interviews?

like

Anyone have experience with Propeller Consulting? Just looking for some insights into the company.

like

Would you consider being an entrepreneur? Why do some people want to be entrepreneurs and some don’t?

likehelpful

Would it be hard to get a exp associate role in advisory at a B4 as someone with about 10 months in audit at EY, 7 months experience in corporate accounting at a F300 and CPA? Hated my time at the F300 but had thought the grass would be greener in industry. I’m starting a financial analyst position at a major hospital system in my area soon and want to stick with that for a couple years before making a transition but was curious if I just don’t have the right experience for a role in advisory.

like

What monitors would you recommend for home office? I am about to buy one myself. I work in FDD. Do you guys recommend the ultra wide? Curve screen? freesync?And what definition is good enough ? I really do love Apple Retina display but the price.

like

Should I get a CPA for Transaction Due Diligence?
I’m a new grad working in FDD and I’m trying to decide if becoming a CPA is worth it. I do not plan on staying in accounting in the future. I’m more interested in strategy work. I certainly do not want to do Audit. Would you recommend getting the CPA considering my career aspirations? Do you think it’s worth it? If not, what is the best way to use my time efficiently?

like

Career Choice: Valuation Consultant vs. International Tax Associate. Pros and Cons ? Which will you prefer ? Exit opportunities ?

Anyone in GT Accounting Advisory? What's the day to day like and how is the WLB?

likehelpful

I left Audit at a midsize firm to join KPMG erp implementation consulting about 6 months ago. So far they seem to only want to staff me on projects with a heavy focus on technical accounting and audit. Spoke to a lot of others who have left and seems like being pigeonholed or staffed on projects not related to the actual core work of the practice is the common reason. I've been on the fence about whether I should stay and hope to be staffed on better projects in the future or leave soon...

like

Anyone at MBB looking to make a referral?

funnylike

I want to attend grad school (public policy) starting Aug 2020. When would be the best time to tell my team? Once I’m accepted? Don’t want to give my 2 weeks to say I’ve known for 5 months

What kind of exit ops are you seeing in accounting advisory? I’m in CMAAS and not sure what my options are other than traditional accounting roles. Also, salary expectations with 3 years of experience in HCOL? Thinking it might be really tough to beat current public accounting salaries.

like

Which role is safer during a recession? TAS or VAL?

like

PwC CMAAS or KPMG FDD? I have no idea what to pick, just sick of audit.

likefunny

Can anyone provide salary details for an Accounting Advisory Manager at KPMG in a tier 2 city? 5 YOE

like

I need a good reference article for DSO-SAAS specific

like

EY Is ey taag in a hiring freeze for exp associates?

like

Came from a tax background considering making a switch to consulting/advisory. What is consulting work life like at KPMG?

like

What’s the hours like in CMAAS NYC office recently?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal