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Accounting firm

Silverbirch Hill CPA · Accounting firm · Burlington, VT

Jasper Montague is the practice manager at Silverbirch Hill CPA, a six-person firm, and he uses this to keep every license, insurance policy, security plan, inspection tag and file review that an auditor or inspector might ask for dated, current and sliced by kind and status.

Legal and professionalComplianceDimensions4 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 drill-down · 1 digest · 1 notification · 1 agent
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Expiry calendar

Credentials
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6Fire extinguisher tag
7
8
9
10
11
12
13
14
15
16Smoke alarm battery check
17
18
19
20
21
22
23
24
25
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27
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29
30
31

Tables

Credentials

30 sample rows · 13 columns

Every license, card, policy, plan and inspection tag the firm has to keep current, with the date each one runs out.

CredentialKindHeld byIssued byNumber on fileStatusIssued on
Fire extinguisher tagFire extinguisher tag—Town fire marshalFM-TAG-2209ExpiredOct 6, 2025
Smoke alarm battery checkSmoke alarm battery check—Town fire marshalFM-SA-0417ExpiredOct 20, 2025
Continuing education — VanderhoefContinuing educationMarguerite VanderhoefFederal e-file officeCE-2026-CRenewal dueOct 3, 2025
Continuing education — TanakaContinuing educationIngeborg Tanaka-PellFederal e-file officeCE-2026-ERenewal dueOct 3, 2025
Continuing education — IbarraContinuing educationCyrus Ibarra-WhitlockState accountancy boardCE-2026-DRenewal filedOct 23, 2025
Continuing education — AchebeContinuing educationThessaly Achebe-MarchettiState accountancy boardCE-2026-ARenewal dueSep 13, 2025
Continuing education — OkaforContinuing educationTerrence Okafor-BellState accountancy boardCE-2026-BRenewal dueSep 13, 2025
Professional liability policyProfessional liability insurance—Professional liability carrierPOL-PL-883412Renewal filedNov 27, 2025
Written security plan reviewWritten security plan—Firm policyWSP-2025Renewal dueDec 2, 2025
Security awareness training — MontagueSecurity awareness trainingJasper MontagueFirm policySAT-2026-01CurrentDec 22, 2025
PTIN renewal — AchebePTINThessaly Achebe-MarchettiFederal e-file officeP01482207CurrentJan 11, 2026
PTIN renewal — OkaforPTINTerrence Okafor-BellFederal e-file officeP01573340CurrentJan 11, 2026

18 more rows

Issuing bodies

7 sample rows · 7 columns

The boards, carriers and inspectors that grant each record, and how much notice each one needs before a renewal.

Issuing bodyTypePhoneRenewal portalNotice needed (days)Records
State accountancy boardState board(802) 555-0171https://licensing.vtaccountancyboard-portal.net90CPA license — Achebe, CPA license — Okafor, Continuing education — Achebe, Continuing education — Okafor, Continuing education — Ibarra, Notary commission — Montague
Federal e-file officeFederal(802) 555-0172https://efile.taxregistrationoffice-portal.net30Enrolled agent card — Vanderhoef, PTIN renewal — Achebe, PTIN renewal — Okafor, PTIN renewal — Vanderhoef, PTIN renewal — Ibarra, PTIN renewal — Tanaka, Continuing education — Vanderhoef, E-file ID, Continuing education — Tanaka
Peer review administratorPeer review(802) 555-0173https://reviews.practicemonitoringcouncil.net60Peer review
Professional liability carrierInsurer(802) 555-0174https://policies.northfieldmutualcover.net45Professional liability policy
Cyber coverage carrierInsurer(802) 555-0175https://policies.greenmountaincyberguard.net45Cyber coverage policy
Town fire marshalLocal inspector(802) 555-0176https://inspections.burlingtonvt-townclerk.net30Fire extinguisher tag, Town business license, Smoke alarm battery check
Firm policyIn-house(802) 555-0130https://silverbirchhillcpa.com/policies30Security awareness training — Montague, Security awareness training — Achebe, Security awareness training — Okafor, Security awareness training — Vanderhoef, Security awareness training — Ibarra, Security awareness training — Tanaka, Written security plan review, Office safety walk-through, Records retention review

File reviews

14 sample rows · 8 columns

The second-partner reviews of client files that a peer reviewer or an insurer would ask to see.

FileServiceReviewed byReviewed onResultScoreRework due
Oyelowo Bakery — payroll quarterPayrollTerrence Okafor-BellOct 15, 2026Passed with notes89—
Kestrel Print Shop — review engagementReview engagementThessaly Achebe-MarchettiOct 12, 2026Rework needed76Oct 27, 2026
Vasquez-Ahn household — 2025 personal returnTax returnTerrence Okafor-BellOct 9, 2026Passed97—
Greenleaf Clinic — 2025 business returnTax returnThessaly Achebe-MarchettiOct 6, 2026Rework needed72Oct 24, 2026
Sundberg Law Office — advisory memoAdvisoryTerrence Okafor-BellOct 1, 2026Passed95—
Penhallow Hardware — sales tax filingsPayrollThessaly Achebe-MarchettiSep 27, 2026Passed with notes87—
Ardent Yoga Studio — 2025 business returnTax returnTerrence Okafor-BellSep 19, 2026Passed92—
Cobbledick Farm Stand — compilationCompilationThessaly Achebe-MarchettiSep 15, 2026Rework done81Oct 4, 2026
Mbeki household — 2025 personal returnTax returnTerrence Okafor-BellSep 8, 2026Passed98—
Tolliver Brothers Roofing — review engagementReview engagementThessaly Achebe-MarchettiSep 4, 2026Passed with notes85—
Larkfield Dental — 2025 payroll quarterPayrollTerrence Okafor-BellSep 1, 2026Rework done84Sep 18, 2026
Blackwater Marine Supply — compilationCompilationTerrence Okafor-BellAug 27, 2026Passed94—

2 more rows

Also included

  • Records by kind and statusDrill-down
  • A record is running outNotificationReminds the practice manager a month before a record expires.
  • Renewals due this monthDigest

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