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THE ACCOUNTING ANNEX
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Last modified
8/16/2022 11:34:21 AM
Creation date
8/16/2022 11:32:02 AM
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Contracts
Company Name
THE ACCOUNTING ANNEX
Contract #
A-2020-194-33
Agency
Community Development
Council Approval Date
10/6/2020
Expiration Date
6/30/2023
Insurance Exp Date
10/31/2022
Destruction Year
2028
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accounting class•and also has numerous certificates achieved during her corporate <br />work experience. <br />Instructor Karen Brown <br />Ms. Brown has been in the accounting field for over 25 years, Ms. Brown obtained <br />her AA in Business from Citrus College. She has had her own bookkeeping service <br />for over ten years but has also worked in accounting software support and sales. <br />She shares her unique and pure kindness with each student and wants nothing but <br />the best for the future of each of our students. <br />Director Joanne Schwarzer Meaney, CPA <br />Ms. Schwarzer Meaney has a degree in accounting from Loyola Marymount <br />University and over 30 years of experience in accounting, including public <br />accounting (audit, tax and IT), accounting software development, training and <br />documentation. She has worked in accounting education for the last 20 years. She <br />also runs a tax practice as a CPA. <br />RECORD KEEPING <br />As a certificate granting school (non -accredited), we keep the following in our records: <br />1) the name, address, e-mail address, and telephone number of each student who is enrolled <br />2) a copy of the signed application <br />3) a copy of the signed enrollment agreement including dates of enrollment and projected <br />completion date which includes the name; address, website address, and telephone <br />number of the institution and the location of the training <br />4) case notes including student progress <br />5) notes on complaints/grievance (informal) or a signed formal grievance/complaint and <br />resolution, if achieved <br />6) signed Individual Training Account (ITA, CRITA) or other contracts signed by the student <br />7) signed time sheets <br />8) signed progress reports which include test grades and the average test score <br />9) a copy of the certificate which includes the name of the class, the number of hours <br />completed and the date it was issued <br />10)tests <br />11) date the catalog is given <br />12) signed School Performance Fact Sheet <br />13) a copy of High School Diploma, or High School Transcript, or the score of the Ability to <br />Benefit Test which are used as qualifications for admission. <br />14) documentation of withdrawal from program and documentation of hours completed, if <br />applicable <br />15) documentation of leaves of absence and hours completed, if applicable <br />16) (N/A) experiential credit <br />17) (N/A) personal information such as age, gender, ethnicity <br />18) (N/A) other courses completed, credit awarded for courses at other institutions, any credit <br />based on any examination of academic ability used for admission or college placement <br />purposes <br />Page 19 of 23 <br />12.11.2019 The Accountingpnaex, INC Catalog bn 149 to Dec 31-19 <br />
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