Have been researching something like Keeper (now Double) for accounting month-end close. We have a large outsourced accounting practice. We currently a spreadsheet for checklist and review comments – with Practice as the project management tool. ...
Awesome, thanks so much Jane! That is really helpful. McGowan is who our insurance broker suggested too, but it's much more valuable hearing it from another firm. ------------------------------ Stephanie Nelson The Accountancy Glendale CA (818) 547-5701 ...
We are utilizing Knuula for engagement letters. Our tax letters are evergreen (our wonderful malpractice carrier, McGowan Pro, gave us clear direction and agreed with our thought process). We do create A&A and CAS letters annually. Our CAS ones are ...
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