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...
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Who Does Lawyers Malpractice Insurance Cover?
In this space, we’ve talked a bit about “what” is covered by lawyers malpractice insurance. In this post, we want to...
Risk Management & Practice ProtectionFive 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....
What Does Legal Malpractice Insurance Cover?
Legal Malpractice Insurance helps a lawyer to economically manage professional liability risk by helping to pay for...
Risk Management & Practice Protection8 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...
Do I Need To Purchase An Extended Reporting Period?
An Extended Reporting Period (also known as ERPs or “tail coverage”) is intended to cover potential gaps between...
Risk Management & Practice ProtectionMake 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...
Mind The Gap: Securing Coverage For Prior Acts
By now you know that legal malpractice insurance coverage is determined on a claims made and reported basis, looking to...
Risk Management & Practice ProtectionThe 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...