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    Leadership

    Our/my firm needs assistance with our Quality Control Document and/or Policy Design.

      YesNoNARemarks

    Our/my firm needs assistance with the AICPA Code of Professional Conduct, Independence, state licensing and/or IRS compliance (7216, etc.).

      YesNoNARemarks

    Client Acceptance & Continuance

    Our/my firm needs assistance with our engagement letter process and/or templates.

      YesNoNARemarks

    Engagement Performance

    Our/my firm is looking for a subject matter expert or Engagement Quality Reviewer to assist with technical matters within audit/accounting/tax/quality control.

      YesNoNARemarks

    Monitoring

    Our/my firm needs assistance with completing post issuance review of our tax and/or accounting (audits, reviews, complications, preparations, or other attest) engagements for planning, efficiency and quality opportunities.

      YesNoNARemarks