accountants insurance

We are now two weeks and two days into our “new year’s resolutions”.  Maybe you came up with a basic resolution like losing weight or eating better food and it might even be working for you.  You can also do the same for your business this year and transform your business by taking some small […]

LISLE, IL- Sept. 13, 2011 – Social media is well-tuned to small business. However, for accountants who typically meet face to face with clients, embracing social media represents a cultural shift.  AmerInst Professional Services, Ltd., a nationwide professional liability insurance provider, is offering free tips on the “How to’s of a Social Networking Policy”.  This […]

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 […]

Be nice and social, not political and critical.  Remember that your name is linked to your firm and profession. Tip #11 – Just Be Nice.  Don’t disparage anyone.  Be sensitive that your name is linked to the firm and the profession.  Do your best to avoid taking public online positions on sensitive issues that may […]

This week we focus in on taking the higher road with online posting. Tip #10 – Firm Principals.  A higher standard of care in online postings applies to firm principals.  Postings or information from a firm principal, even though qualified as an individual posting, is more likely to reflect back on the firm.  Principals should […]

Be honest and candid. Tip #9 – Be Candid.  Never puff your credentials or suggest that you have different knowledge or experience than is actually the case.  Your profile should never differ from either fact or what is posted on the firm’s website. For more information on Protexure Accountants visit our website at www.protexure.com or […]