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  • Hey Kaitria! A lot of the firms we work with for this end up having a very easy process for all of their letters. We help firms eliminate some of the redundancy of having to send a different letter for different types of templates, and make it super fast ...

  • Hi Stephanie, Sorry I'm a little late to the party!! As Jane mentioned, we work with accounting firms, taking into consideration your culture and goals. One size does not fit all. Evergreen letters may work for some not for all. The biggest issue ...

  • Hi Kaitria, As a Risk Management Advisor to accounting firms, we recommend engagement letters for all engagements. Many times engagement letters are an excellent mitigation tool to lower your legal exposure. Many professional liability insurance companies ...

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