accountants insurance

Enhancement will better facilitate the needs of small accounting firms seeking professional liability insurance A new Web 2.0 home page design was released today on the Protexure Accountants website: www.protexure.com by AmerInst Professional Services Ltd. The dramatically redesigned site streamlines the navigation process for accountants seeking professional liability insurance and provides quicker access to indications […]

This week’s tip focuses in on friending and linking with business associates.  We all like to think of our clients as friends, however, it is best to keep the two separate. Tip #8 – Friending and Linking.  Social networking sites often vary between personal and business in their orientation.  With respect to clients it is […]

This week’s tip is pretty basic but worth exploring. Tip #7 – Respect Work Commitments.   Blogging and posting may be fun and enjoyable activities.  Participating in social networking sites for pleasure should not take away from performing firm functions and servicing clients. For more information on Protexure Accountants visit our website at www.protexure.com or […]

Common sense is the focus today.  Common sense is worth more than an ounce of gold. Tip #6 – Use Common Sense.  Social networks of all types provide information that is easily discoverable and traceable to the poster.  A responsible user will behave online the same way that they would behave in public.  A good […]

This week we are going to focus on using firm resources for firm business. Tip #5 – Use Firm Resources for Firm Business.  Use of the Firm’s network resources for participation in third-party sites should be limited to business purposes.  When making a posting it is best to (a) be direct, informative and brief and […]

Be careful what you post.  Again, be careful what you post.  This week’s social media networking policy tip is on postings. Tip #4 – Carefully Compose Postings.  Responses to postings should be carefully composed.  Exchanging thoughts on accounting issues could be construed as providing professional advice, something that the firm clearly wants to avoid.  It […]

This week’s social networking policy tip is very important for the Firm.   We will focus on respecting client confidentiality. Tip #3 – Respect Client Confidentiality.  Clients are accorded confidentiality rights.  No reference to clients should be made in any online posting.  All of the privacy, confidentiality and privilege regulations and statuses that apply to […]

This week’s social networking policy is on creating and having employees refer to the Firm’s Handbook. Tip #2 – Refer to the Firm Handbook.  The firm’s employee handbook addresses many issues relating to employment, these guidelines are designed to assist employees in making sound decisions in social media whether for personal or business activities.  Activities […]

We are excited to announce a new series of tips from Protexure Accountants on social networking in the business world today.   Every week we will bring you a new tip that we encourage you to put into practice for your Firm. Tip #1 – Comply with the Code of Professional Conduct.  As a CPA […]

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