Morre & Company, LLP is a voluntary member of the AICPA and California Society of CPAs.  These organizations require periodic peer reviews of their members.  Our most recent peer review was conducted by Dean L. Burdsall. 

 

The review was made of our accounting and auditing files.  The reviewers concluded that our internal control over our work met with professional standards.

 

In all of our work, be it accounting, tax or planning; we have developed systems to prevent errors and increase the value of the service to the client.  Those systems include the following:

 

·        We strive to have two professionals work on each assignment.  This allows for greater interchange of ideas, more availability for the client, and provides a second set of eyes for each job.

 

·        We have developed checklists for our standard work.  These checklists insure that we consider all of the issues.

 

·        All work is given a detailed review.  Amounts used to compute taxable income, assets, projected cash flow, or other quantities based on the type of job, are traced to supporting workpapers.

 

·        We use the best available research materials.  In our tax work, we use a combination of an on-line (up to the day) database and a full service CD Rom (up to the month) database.  In our accounting and planning work, we have a complete library of updated loose-leaf services.  We would be delighted to give you a tour.

 

·        The rules of our profession are a moving target.  Government, the accounting profession, the investment community and the business community all change the rules with blinding speed.  We require each of our professionals to attend at least 40 hours of continuing education each year.  Each of us devotes significant time to weekly update reading and staff meetings.  We are also members of professional and trade groups which keep us current; such as the Northern California Fee Only Financial Planning Group and the Marin Bookkeepers Group.