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 ...
Does anyone here do evergreen Engagement Letters? We've heard about a few firms doing an Engagement Letter, of course, when a new client comes onboard, and it addresses standard price increases from year to year. A new Engagement Letter is then only issues ...
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