« Both Tagged AND Z-Listed... | Main | Some Clients Don't Want You to "Give the Answer" »

December 30, 2006

Comments

Feed You can follow this conversation by subscribing to the comment feed for this post.

Chris Laughton

Michelle

A great New Year's resolution!

Is a simple tool to help with points 1 to 4 a note of the project scope as the front sheet of your working files? The concept is tailorable to electronic rather than paper files if necessary.

Chris

Michelle Golden

Hello Chris, yes, I think an overview of the engagement in a prominent and consistent place in the client's file is a wise approach.

Beyond that, though, I think conversation with the team to confirm facts (at the start of the engagement) and keeping doors of comm. open throughout so the customer's primary contact is always accessible in the event scope creep pops up.

Having a good change order form available and ready to go is essential. And doing a great job spelling out scope in the engagement letter plus setting the customer's expectations about what sort of common things that might arise but are outside of the scope are.

You might enjoy reading a recent post on the Verasage.com blog about a practitioner who, through his value pricing journey, is evolving his engagement scope descriptions to be more clear to clients about these things on the front end. From my experience, the things he cites in the email/blog post are the most common causes of scope creep for accountants. I find it is helpful to be open about all of this up front.

This post I refer to is quite long, but here is an excerpt of the part I'm referring to:

"This year we have set more specific parameters in our fixed price agreements, regarding the obligations, responsibilities and timing required of the client. As an example we now incorporate wording that results in a change order if we have to review more than two drafts of the filing; a change order if documents are not received when agreed on; a change order if we find management's assessment of internal control to be deficient; a change order if the opinion is qualified, or if there are undisclosed transactions, e.g. discontinued operations that they haven't accounted for properly."

The entire post is here: http://www.verasage.com/index.php/community/comments/faqs_about_change_orders_customer_profitablity_and_productivity

Verify your Comment

Previewing your Comment

This is only a preview. Your comment has not yet been posted.

Working...
Your comment could not be posted. Error type:
Your comment has been saved. Comments are moderated and will not appear until approved by the author. Post another comment

The letters and numbers you entered did not match the image. Please try again.

As a final step before posting your comment, enter the letters and numbers you see in the image below. This prevents automated programs from posting comments.

Having trouble reading this image? View an alternate.

Working...

Post a comment

Comments are moderated, and will not appear until the author has approved them.

Your Information

(Name and email address are required. Email address will not be displayed with the comment.)

Read Michelle's Book

  • Michelle Golden: Social Media Strategies for Professionals and Their Firms: The Guide to Establishing Credibility and Accelerating Relationships (Wiley Professional Advisory Services)

    Michelle Golden: Social Media Strategies for Professionals and Their Firms: The Guide to Establishing Credibility and Accelerating Relationships (Wiley Professional Advisory Services)

    A timeless guide to modern marketing strategies: online and off.

    "The most comprehensive guide that I have seen so far."―Joe Bailey, CPA

    "How to execute social-media strategies and the reasons why they work, written at a higher than most level; a must read if you are serious about social networking." —Anthony Provinzino, Farmers Insurance

    "So much more than a run down of the tools....helps you to think strategically about social media by putting in its proper perspective."―Colette Gonsalves, CPA firm marketing director

    "Extremely well organized ... winning ideas for ... firms to develop and maintain non-cookie-cutter marketing programs that are firm-specific and purposeful."―Richard Weltman, Business & bankruptcy lawyer

Subscribe

Become a Fan

Find Michelle Elsewhere


  • View Michelle Golden's profile on LinkedIn


  • Check out Golden Practices on Facebook

Other Stuff


  • Ranked by Power150

  • Legal Marketing Reader Top Blog

  • lawyer blogs

  • Alltop Accounting Blogs

  • Junta42 Top Content Marketing Blogs

Stats

Blog powered by Typepad
Member since 04/2005