Requested Firm Information

  1. Firm’s articles of incorporation or equivalent
  2. Firm’s bylaws or equivalent
  3. Biography or current vitae of top two firm executives
  4. Copy of the firm’s license to practice as public accounting firm
  5. Copy of the top two firm executive’s personal chartered accountant license
  6. Marketing material/firm brochure
  7. List of names of top 20 client companies
  8. Completed membership application