Describe what is approved, the applicant’s actual responsibility and how that relates to the accounting work. Do not omit authority merely to make the title look narrower.
Use examples that show the real scope
Identify reporting lines, professional deliverables and material operational tasks. Preserve the actual offer and explain any genuine revision rather than creating inconsistent versions for different readers. Credential records establish the person’s qualifications; they do not replace the employer’s account of the proposed activity. Any ownership or control interest should be visible in the preparation record.
The useful file is a chronology, not a pile of selected papers: identify the author, date, purpose, and point each record actually establishes. Confirm Canadian or Mexican citizenship, temporary professional activity, and an arrangement that is not substantive self-employment through the applicant’s controlled U.S. enterprise. The practical choice is whether the record is ready for inspection or requires the employer’s petition route first. Hypothetical example: a horticultural scientist has an accurate degree record but two employer letters describe different supervisors.
A missing primary record should be obtained or candidly explained before the file is used.