We informed clients several years ago that we would no longer send a paper organizer, unless one was requested. We are down to a small number of mailed organizers. We do not charge a fee for producing these. ------------------------------ Jane Johnson ...
Hi Karen, All of our software renewals start with our IT Manager as primary contact. As she needs/deems appropriate, she involves the various department leads or myself (as COO). ------------------------------ Jane Johnson Simmons, MBA, PAFM, CMPE ...
Thank you, @Shelley Morell, PAFM ------------------------------ Karen DeBora Director of CPA Operations and Administration Aldrich CPAs + Advisors, LLP Carlsbad, CA (760) 431-8440 ------------------------------
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