Protexure Accountants Blog

Everything a Small Accounting Firm Needs To Know About The Cloud

Cloud-based accounting solutions are here in a big way. Technology in this area has evolved significantly over the last several years. Even people's comfort level with keeping both applications[...]

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Published In: Technology, Risk Management

Protexure Accountants Launches Risk Management Assessment Tool

 At Protexure Accountants, we’re committed to providing CPAs access to the best resources in the marketplace for assessing and managing their professional liability risk. That’s why we are excited[...]

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Published In: Professional Liability Insurance

How To Use Technology to Avoid Accounting Malpractice Claims

Whenever there's a significant data breach, it's always huge news. Think Equifax and Target, to name two. Breaches like those can scare people away from technology. And, artificial intelligence[...]

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Published In: Technology, Risk Management

5 Stellar Communication Strategies For Accountant Risk Management

Most everyone enjoys interacting with clients. When newer staff are asked about the one thing they've enjoyed most as they've gained new experiences, it's almost always  getting  to talk to[...]

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Published In: Practice Management, Risk Management

CPA Risk Management: Run a Smooth Project from Start to Finish

Stephen Covey coined the phrase, " begin with the end in mind." And it's the way all successful projects should start. Knowing where you want to go and having a plan to get there is the beginning[...]

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Published In: Risk Management

Including Documentation In Your Accounting Risk Management Plan

 

Ahhh. Documentation. Everyone knows that when next year comes around, there's nothing better than a well-documented prior year file. Or, what about something that happened ten years ago, and[...]

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Published In: Practice Management, Small CPA Firms, Risk Management

Five Billing Procedures for Accountants Risk Management

Keep Your Cash Flow Moving and Your Clients Happy

Billings can be a complicated aspect of your accounting practice. But, since they're the way you get paid for what you do, they're essential.[...]

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Published In: Practice Management, Risk Management

8 Ways to Let Clients Know You’re Thinking of Them After Tax Season

Tax season is an excellent time to show clients your skills and talents. And, since you probably have the most contact with a client during this period, it’s easier to demonstrate that you’re[...]

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Make a Good Impression This Tax Season

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[...]

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Published In: Practice Management, Tax Season

The Consequences of a Cyber Security Breach

Small CPA firms have so many worries and risks these days. And, as we get to be more and more linked  through  technology, those risks increase. Before computers, there were no cybersecurity [...]

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Published In: Cyber Security, Technology, Risk Management