Maintain training records, attendance evidence, and reminders using the requirements supplied by your firm and individual professionals.
Book a free consultationScope, access, and coverage are agreed with your team.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
A working record with source references, current status, and the person responsible for the next step.
A focused view of missing inputs, unanswered questions, and items that need your decision.
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Provide the record format, applicable professional requirements as determined by your firm, and approved training sources. Each professional or designated reviewer should confirm how courses and credits are classified.
A CPA completes a course and forwards a certificate. The assistant files the evidence and records the stated details. The professional reviews the category and applicability before relying on it for a licensing or firm reporting requirement.
Illustrative workflow, not a client case study.Compare recorded dates, provider names, and stated credit amounts with the certificate. Flag missing evidence and uncertain classifications rather than treating a calendar invitation as proof of completion.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
Platform names describe possible working environments, not endorsements or a promise of certification.
Provide the record format, applicable professional requirements as determined by your firm, and approved training sources. Each professional or designated reviewer should confirm how courses and credits are classified.
Compare recorded dates, provider names, and stated credit amounts with the certificate. Flag missing evidence and uncertain classifications rather than treating a calendar invitation as proof of completion.
Individual professionals and authorized firm staff determine compliance with licensing and continuing-education rules. The assistant organizes evidence and reminders but does not certify eligibility or interpret board requirements.
We scope the role around your approved systems, including environments such as Microsoft Excel, Airtable, SharePoint. Access, training, and the final tool requirements are confirmed before the role begins.
Track client organizers, requested records, and administrative follow-ups during tax season.
Explore the service ↗
Maintain the administrative record of client-provided documents and outstanding requests for your assurance team.
Explore the service ↗
Keep engagement status, reviewer questions, and pending client responses visible to the responsible professional.
Explore the service ↗
Coordinate approved client communications and meeting preparation for your CPA team.
Explore the service ↗Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Define the role before making a commitment.
