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1.800.628.2783
July 2016
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TD Magazine
The Importance of Organization

A CPA firm creates a corporate social responsibility policy to better track its charitable efforts.

Rx

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This story was told by Jennifer Krause, marketing coordinator at Davis & Hodgdon Associates, a client of Sterling Management.

Client

Davis & Hodgdon Associates

Opportunity

This CPA firm was having difficulties organizing its charitable efforts, such as pro bono services and donations—it wanted to make it easier to quantify how much it was giving, where its resources were going, and

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