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Private in-portal conversation with Dr. Joseph Angley at Cole Middleton Advisors. Every message stays inside Koji OS™ — nothing is emailed, nothing leaves the system.
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Initial setup and CIE renewal
Started Tue, May 12, 2026, 4:32 PM · by Dr. Angley · 3 messages
Welcome to Cole Middleton Advisors. Your portal is set up and we are ready to begin work on your CIE renewal. I will send the financial document checklist tomorrow.
Great news — ACCSC has confirmed your site visit window for Q3. I will send a prep timeline this week so we have plenty of runway on Standards III and V.
Quick note: your SAP policy is in very good shape this cycle. We will refresh the language to match the current ACCSC interpretation but the core policy is solid.