Protexure Accountants Blog

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

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

Best Practices To Keep Confidential Client Information Confidential

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[...]

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Published In: Technology, Risk Management, Client Information

Policies and Procedures for Effective Risk Management

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.[...]

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Published In: Tax, Tax Season, Risk Management