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  • We have a client who is no longer working with our firm. She is asking that we delete all her files, old returns, personal information, etc. We have a policy to keep all of this information for clients (and former clients) for 10 years. We thought ...

  • Here is our policy on it: CPA Exam Each member of the professional accounting staff is expected to complete the CPA Examination and procure their certificate as quickly as possible. A staff member should sit at least once per year until all parts have ...

  • We are also using YakChat in Teams for our text MFA. We are on a plan that has paid for a group of numbers that they provide. We've been able to use the same number for a couple of different services without there being any issues. I set this up for our ...

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