This is our final tip.  We have received excellent feedback on our tips and we trust that you have found them useful.  Our final tip is on responsibility. Tip #16 – Take Responsibility.   If you are making a post personally make a disclaimer.  “The postings on this site are my own and don’t necessarily […]

This week’s focus is on how you can violate the firm policies outside of the office. Tip #15 – Violating Firm Policy Can Happen Outside the Firm.   Discipline is often the result of firm policy breach.  Firm policies and professional responsibilities are detailed in the firm handbook and professional licensing regulations as well as the […]

This week we explore how your image is interlaced with your firm affiliation. Tip #14 – Your Posts Reflect the Firm.  Firm Affiliation is often impossible to avoid.  Realistically, it is easy to look up a CPA’s name in the public records and match that individual to the firm with which they are associated.  Technology […]

Remember to read the site’s policies. Tip #13 – Read the Site’s Policies.  Every site has policies, read them.  Sites frequently prohibit false names, disruptive behavior, and derogatory postings.  If you are going to use a site, read the terms of use or similar document and then abide by it. For more information on Protexure […]

Silence is sometimes the best policy. Tip #12 – Don’t offer Advice or Endorsement.  A big challenge when you know (or think you know) the answer to an issue that appears online is avoiding situations where posting might be construed as establishing a client relationship, providing professional advice or endorsing a product or service.  By […]