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  • Hello -- anyone willing to share what their firm's email retention policy is? whether years? or size of file? Just looking for some data points as we decide on ours. Thanks! Happy Thanksgiving! ------------------------------ Pam Priester Matthews ...

  • Hi all - I know the topic of engagement letters has come up a lot in our recent discussions, and I wanted to share an opportunity to attend a webinar hosted by the company we use, Knuula . This session will give you a firsthand look at how a streamlined ...

  • Greetings! My name is Beckie Reilly and I am the EVP of Client Experience at 20-20 Services . We provide audit, tax, CAAS and professional development training to CPA Firms. And we are a new vendor partner with the CPA Firm Management ...

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