5 Ways Technology Can Help You Save Time & Manage Risk This Tax Season
Tax season is here. Many of you are already hot and heavy into preparing the first round of returns for this year. For...
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Preparing For Tax Season? Here Are The Top 9 Things You Need To Know
It’s January, so tax season is literally around the corner. And, if you prepare payroll returns for your clients, then...
The Definition of "Claim" Under A Professional Liability Policy
Accountants professional liability insurance is issued through claims made and reported policies. This means that...
The Definition of "Claim" Under Insurance Policies
Lawyers professional liability insurance is issued through claims made and reported policies. This means that coverage...
Risk Management & Practice ProtectionCPA 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...
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 RisksCovering the bases: Why CPAs Need Professional Liability Coverage
No one’s perfect. We’ve all heard the phrase. Inevitably, mistakes do happen and Accountants Professional Liability...
Bringing 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...