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
Use this templateExpiry calendar
CredentialsOctober 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3Smoke alarm battery check
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23Continuing education — Vanderhoef
24
25
26
27
28
29
30
31
Tables
Credentials
30 sample rows · 13 columnsEvery license, card, policy, plan and inspection tag the firm has to keep current, with the date each one runs out.
| Credential | Kind | Held by | Issued by | Number on file | Status | Issued on |
|---|---|---|---|---|---|---|
| Fire extinguisher tag | Fire extinguisher tag | — | Town fire marshal | FM-TAG-2209 | Expired | Sep 23, 2025 |
| Smoke alarm battery check | Smoke alarm battery check | — | Town fire marshal | FM-SA-0417 | Expired | Oct 7, 2025 |
| Continuing education — Vanderhoef | Continuing education | Marguerite Vanderhoef | Federal e-file office | CE-2026-C | Renewal due | Sep 20, 2025 |
| Continuing education — Tanaka | Continuing education | Ingeborg Tanaka-Pell | Federal e-file office | CE-2026-E | Renewal due | Sep 20, 2025 |
| Continuing education — Ibarra | Continuing education | Cyrus Ibarra-Whitlock | State accountancy board | CE-2026-D | Renewal filed | Oct 10, 2025 |
| Continuing education — Achebe | Continuing education | Thessaly Achebe-Marchetti | State accountancy board | CE-2026-A | Renewal due | Aug 31, 2025 |
| Continuing education — Okafor | Continuing education | Terrence Okafor-Bell | State accountancy board | CE-2026-B | Renewal due | Aug 31, 2025 |
| Professional liability policy | Professional liability insurance | — | Professional liability carrier | POL-PL-883412 | Renewal filed | Nov 14, 2025 |
| Written security plan review | Written security plan | — | Firm policy | WSP-2025 | Renewal due | Nov 19, 2025 |
| Security awareness training — Montague | Security awareness training | Jasper Montague | Firm policy | SAT-2026-01 | Current | Dec 9, 2025 |
| PTIN renewal — Achebe | PTIN | Thessaly Achebe-Marchetti | Federal e-file office | P01482207 | Current | Dec 29, 2025 |
| PTIN renewal — Okafor | PTIN | Terrence Okafor-Bell | Federal e-file office | P01573340 | Current | Dec 29, 2025 |
18 more rows
Issuing bodies
7 sample rows · 7 columnsThe boards, carriers and inspectors that grant each record, and how much notice each one needs before a renewal.
| Issuing body | Type | Phone | Renewal portal | Notice needed (days) | Records |
|---|---|---|---|---|---|
| State accountancy board | State board | (802) 555-0171 | https://licensing.vtaccountancyboard-portal.net | 90 | CPA license — Achebe, CPA license — Okafor, Continuing education — Achebe, Continuing education — Okafor, Continuing education — Ibarra, Notary commission — Montague |
| Federal e-file office | Federal | (802) 555-0172 | https://efile.taxregistrationoffice-portal.net | 30 | Enrolled 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 administrator | Peer review | (802) 555-0173 | https://reviews.practicemonitoringcouncil.net | 60 | Peer review |
| Professional liability carrier | Insurer | (802) 555-0174 | https://policies.northfieldmutualcover.net | 45 | Professional liability policy |
| Cyber coverage carrier | Insurer | (802) 555-0175 | https://policies.greenmountaincyberguard.net | 45 | Cyber coverage policy |
| Town fire marshal | Local inspector | (802) 555-0176 | https://inspections.burlingtonvt-townclerk.net | 30 | Fire extinguisher tag, Town business license, Smoke alarm battery check |
| Firm policy | In-house | (802) 555-0130 | https://silverbirchhillcpa.com/policies | 30 | Security 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 columnsThe second-partner reviews of client files that a peer reviewer or an insurer would ask to see.
| File | Service | Reviewed by | Reviewed on | Result | Score | Rework due |
|---|---|---|---|---|---|---|
| Oyelowo Bakery — payroll quarter | Payroll | Terrence Okafor-Bell | Oct 2, 2026 | Passed with notes | 89 | — |
| Kestrel Print Shop — review engagement | Review engagement | Thessaly Achebe-Marchetti | Sep 29, 2026 | Rework needed | 76 | Oct 14, 2026 |
| Vasquez-Ahn household — 2025 personal return | Tax return | Terrence Okafor-Bell | Sep 26, 2026 | Passed | 97 | — |
| Greenleaf Clinic — 2025 business return | Tax return | Thessaly Achebe-Marchetti | Sep 23, 2026 | Rework needed | 72 | Oct 11, 2026 |
| Sundberg Law Office — advisory memo | Advisory | Terrence Okafor-Bell | Sep 18, 2026 | Passed | 95 | — |
| Penhallow Hardware — sales tax filings | Payroll | Thessaly Achebe-Marchetti | Sep 14, 2026 | Passed with notes | 87 | — |
| Ardent Yoga Studio — 2025 business return | Tax return | Terrence Okafor-Bell | Sep 6, 2026 | Passed | 92 | — |
| Cobbledick Farm Stand — compilation | Compilation | Thessaly Achebe-Marchetti | Sep 2, 2026 | Rework done | 81 | Sep 21, 2026 |
| Mbeki household — 2025 personal return | Tax return | Terrence Okafor-Bell | Aug 26, 2026 | Passed | 98 | — |
| Tolliver Brothers Roofing — review engagement | Review engagement | Thessaly Achebe-Marchetti | Aug 22, 2026 | Passed with notes | 85 | — |
| Larkfield Dental — 2025 payroll quarter | Payroll | Terrence Okafor-Bell | Aug 19, 2026 | Rework done | 84 | Sep 5, 2026 |
| Blackwater Marine Supply — compilation | Compilation | Terrence Okafor-Bell | Aug 14, 2026 | Passed | 94 | — |
2 more rows
Forms and booking
Log a file review
FormLog a file reviewHow the reviewing partner records the result of a second review.
Which client file did you review? *
What kind of work was it? *Tax returnCompilationReview engagementPayrollAdvisory
How did it come out? *PassedPassed with notesRework neededRework done
What score does it earn out of 100?
What did you find?One or two lines for the file.
Save reviewDashboards
Compliance picture
CredentialsRecords by status
- Current21
- Renewal due5
- Renewal filed2
- Expired2
Renewal cost by kind
- CPA license$480
- Enrolled agent card$140
- PTIN$98.75
- Continuing education$1,610
- Security awareness training$294
- Peer review$1,850
- Professional liability insurance$6,420
- Cyber coverage$2,980
Records running out by month
- Sep 20, 20261
- Sep 27, 20261
- Oct 18, 20261
- Nov 1, 20261
- Nov 8, 20264
- Nov 15, 20261
- Dec 6, 20261
- Dec 27, 20265
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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