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Renewing and Contacting Governing Bodies on Professionals' behalf

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Eminent Member
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Firms often differ in their approaches to contacting state boards of accountancy for their professionals as a mater of conservatism. 

More conservative firms opt generally to not reach out to boards, and to put the onus on professionals. This takes away some firm risk of mis-representing a licensee or drawing more attention to your firm than the individual case-by-case basis. 

This consideration is often taken into account during renewal periods, missed renewal deadlines, and disciplinary action such as penalty credits. 

Oftentimes a state board of accountancy or governing body is more open and direct with an individual licensee than with an organization representative.

What do you think? Should firms be representing their professionals so directly? If so, how does your firm handle any increased risk associated?

Share your thoughts below.

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