The decision desk · Free worksheet
Compare CPA engagements.
Keep the evidence in view.
Compare the same entities, periods, and deliverables. Separate recurring work, one-time cleanup, and services excluded from an engagement letter.
Make the comparison fair
Use the same brief, dates, and payment basis for all three options. Leave an amount blank until it is answered, and mark zero only when the absence of a charge is confirmed. The upfront subtotal adds the three entered amounts; it excludes recurring quotes and anything not entered. It is not a complete estimate, currency conversion, provider rating, or recommendation.
Record where each answer came from and the date. Resolve unanswered must-have requirements before choosing. Use the step-by-step comparison guide for a detailed checklist, then browse CPA engagements to build your shortlist.