Creating a good impression with clients is essential all year long, but it’s especially vital during tax season. This is a time to show off your firm’s talents and capabilities. And, not just the[...]
Protexure Accountants Blog
Small CPA firms have so many worries and risks these days. And, as we get to be more and more linked
Most businesses handle confidential information. Whether it’s employee-related or due to trade secrets or some other reason, companies must protect such data. Tax practices have even more[...]
Businesses operate to make a profit. But, if companies don’t also effectively manage their risk, a lot of revenue can be left on the table. And, significant time can be lost resolving problems.[...]
Are you ready for Super Bowl 52? In just a few short days the Philadelphia Eagles and New England Patriots will faceoff in Minneapolis.
Tax season is here. Many of you are already hot and heavy into preparing the first round of returns for this year. For some, it may be the first time to experience the exhilaration and exhaustion[...]
It’s January, so tax season is literally around the corner. And, if you prepare payroll returns for your clients, then you are already in the midst of it. Either way right now is a great time to[...]
Published In: Tax
Accountants professional liability insurance is issued through claims made and reported policies. This means that coverage is dependent upon whether, and when, a claim arises and/or is reported to[...]
Expressing gratitude to the people you work with is an important and effective CPA firm management technique. No need for business school strategies—basic politeness you learned at the family[...]
Published In: Practice Management
No one’s perfect. We’ve all heard the phrase. Inevitably, mistakes do happen and Accountants Professional Liability Insurance is the bungee cord that stops you and your firm from a free fall.
Published In: Professional Liability Insurance