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 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...
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....
Making Sense of it All: Accountants Professional Liability Insurance
Financial events have taught us that professional liability insurance is an essential offering in an insurance plan and...
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...
Social Engineering: Theft of Data or Assets Through Frauds and Schemes
Often, hackers gain entry to a firm’s systems through the lawyer’s use of the internet. Whether you are perusing the...
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