CPA Firm Management: Expressing Gratitude as a Management Technique
Expressing gratitude to the people you work with is an important and effective CPA firm management technique. No need...
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Understanding Your Lawyers Professional Liability Policy
We talk a lot in this space about managing risk through preventative action. But there is another powerful risk...
Risk Management & Practice ProtectionCreating A Data Breach Response Plan
While lawyers must make reasonable efforts to guard against exposure of client information due to cyber security...
Cybersecurity & Technology RisksBringing in the Best: Recruiting Tips for Small CPA Firms
As a Managing Partner or a Human Resources professional for a Small CPA Firm, hiring new staff can be stressful. With...
How to Turn Your CPA Firm into a Facebook Marketing Success Story
Even at a small CPA firm, marketing is vital. It is what attracts new customers and also what retains existing ones....
How CPAs Can Achieve Work/Life Balance
When you are working as a CPA in your own small firm, work can become an all-consuming undertaking if you let it. There...
Remote Access: Protecting Against Unauthorized Entry to Your System
By all standards, accountants are required to utilize technology in a manner that keeps them in line with others in the...
What Every Firm Needs To Know About Accountants Cyber Security
While the frequency of most types of malpractice claims has been relatively static, professional liability stemming...
What To Do If a Client Dies
In an earlier post, we talked about some of the risks and issues that arise when an attorney is suddenly incapacitated...
Risk Management & Practice Protection