While on a recent trip to the Los Angeles area, I had the pleasure to meet Michael Psomas, CPA, President of AuditPrep Services, LLC. Mike and I had "met" on LinkedIn and had spoken once before the trip. We are in complementary businesses - I'm an SEC auditor (surprise!) and Mike's Firm prepares companies for SEC audits.
Mike just sent me a very handy checklist called "Clarify: 11 Helpful Items Every Technical Research Memo Should Include." Mike's cover letter to me says it quite well - it shows your clients the format to follow to communicate their positions in a way that is auditable. I'm going to be sending it to many of my audit clients - both SEC and private.
Check it out. Good information.
