Preview Mode Links will not work in preview mode

CPA Conversations podcast


Jun 24, 2019

Often, a CPA will receive a request for a “comfort letter” when a client is seeking a loan or is taking part in one of many other types of financial transactions. Despite a strong relationship with the client, it would not be wise to jump into fulfilling such a request before taking several precautions. To let us know what some of those steps would be, we spoke with Suzanne M. Holl of CAMICO Services Inc.

For full transcript click here