Many small businesses fall into the trap of complacency. We categorize complacency as a “trap†because it is often the product of sustained success that causes a business to feel secure and set in their ways. In the case of small CPA firms, many partners and solo practitioners feel a sense of security, doing the […]
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Covering the bases: Why Your Firm Needs Professional Liability Coverage
December 12, 2013Published In: accountants professional laibility insurance, CPA, cpa liability insurance, Professional Liability Insurance
Tags: bad clients, bookkeeping, claim, clients, close friends, compilation, CPA firm, friend clients, security, small firm tips, small firms, tax firm | -
Top Technology Issues for Small CPA Firms in 2013
June 21, 2013Security & Privacy When dealing with sensitive materials (as all CPA firms do), Security should be at the top of this list every year. These sensitive materials are being shared more than ever through Cloud storage systems and mobile devices (Smartphones, Tablets, etc.). The threat of these materials being misused is higher than ever, and […]
Published In: accountants insurance, CPA, cpa liability insurance, CPA Technology, Professional Liability Insurance
Tags: client information, client relations, cpa information, cpa information technology, cpa it, CPA technology, mobile device security, mobile devices, privacy, security, Small CPA Firm, Small CPA firms, small firms, technology, technology implementation | -
Protexure Tips: What to do When Filing a Claim
May 29, 2013There is no easy way to go about it. When a client or incident with a client threatens your firm, filing a claim is a necessary process between you and your insurance provider. It is often stressful and drawn-out, but it doesn’t always have to be. By following the general steps below, while keeping in […]
Published In: accountants insurance, accountants professional laibility insurance, CPA, cpa liability insurance, CPA News, Liability Insurance News, Professional Liability Insurance
Tags: carrier, claim, claim reporting, claims, claims made, cpa liability insurance, cpa news, hints, insurance, liability, liability insurance, potential claim, professional, professional liability insurance, provider, reporting, small business tips, steps, tips | -
Knowledge Base: Who is Covered Under My Professional Liability Policy?
May 13, 2013If you are starting a new firm or buying Professional Liability Insurance for the first time, Â you might be asking yourself: “Who is covered under my policy?”. Well, Protexure is here to help with all of your questions and concerns. As part of our new series of blog posts called “Knowledge Base”, we aim to […]
Published In: accountants insurance, accountants professional laibility insurance, CPA, cpa liability insurance, CPA News, Knowledge Base, Liability Insurance News, Professional Liability Insurace
Tags: Accountants E & O Insurance, accountants E&O, accountants insurance, accountants liability insurance, accountants professional laibility insurance, accountants professional liability insurance, accounting news, acquisition, CPA E&O, cpa insurance, cpa liability insurance, employees, FAQs, insured, knowledge base, Liability Insurance News, merger, professional liability insurance, protexure, protexure accountants, protexure knowledge base, subsidiaries | -
Protexure Tips: Cloud Computing for CPA Firms
April 12, 2013Cloud technology has exploded into the “next big thing” for businesses and households alike. But what is Cloud Computing exactly? Cloud Computing, at its core, allows you to access information from anywhere, on any authorized device without a physical server. However, with recent software innovations, Cloud Computing capabilities have expanded exponentially in the past two years. […]
Published In: accountants insurance, accountants professional laibility insurance, CPA, cpa liability insurance, CPA News, Liability Insurance News, Professional Liability Insurace, Professional Liability Insurance
Tags: accountants, Accountants E & O Insurance, accountants E&O, accountants insurance, accountants liability insurance, accountants news, accountants professional laibility insurance, accountants professional liability insurance, accounting news, cloud, cloud computing, cloud implementation, cloud provider, cloud software, cloud system, CPA E&O, cpa liability insurance, Liability Insurance News, Social Media, Work-Life Balance | -
Bringing in the Best: Recruiting Tips for Small CPA Firms
April 8, 2013As a Managing Partner or a Human Resources professional for a Small CPA Firm, hiring new staff can be stressful. With budgetary constraints, limited resources, and Big Firm Competition, there are plenty of factors working against you. We at Protexure Accountants specialize in creating Professional Liability Policies for Small CPA Firms and we consider ourselves […]
Published In: accountants insurance, accountants professional laibility insurance, CPA, cpa liability insurance, CPA News
Tags: accountants, Accountants E & O Insurance, accountants E&O, accountants insurance, accountants liability insurance, accountants news, accountants professional laibility insurance, CPA Exam, cpa grads, cpa insurance, cpa liability insurance, cpa news, cpa professional liability insurance, cpa recruiting, recruiting, small business recruiting, small business tips, small cpa recruiting, small firm recruiting | -
Everybody Makes Mistakes: Why Accountants Need Professional Liability Insurance
March 18, 2013No one’s perfect. We’ve all heard the phrase. Inevitably, mistakes do happen and a Professional Liability Insurance policy is the bungee cord that stops you and your firm from a free fall. Errors and Omissions (E&O for short) and other Professional Liability Insurance policies cover professionals from all areas of business, including but not limited […]
Published In: accountants insurance, accountants professional laibility insurance, CPA, cpa liability insurance, CPA News, Liability Insurance News, Professional Liability Insurace, Professional Liability Insurance
Tags: accountants, Accountants E & O Insurance, accountants E&O, accountants insurance, accountants professional laibility insurance, accountants professional liability insurance, accounting news, aggregate deductible, claims made, cpa, cpa insurance, cpa liability insurance, cpa news, cpa professional liability insurance, deductible, first dollar defense, insurance policy, liability insurance, liability insurance definitions, liability insurance key words, Liability Insurance News, split limit | -
Making Sense of it All: Professional Liability Insurance for Accountants
March 15, 2013At Protexure Accountants, we pride ourselves on giving our customers the best policies and service available in the industry. Not to be forgotten, however, is the importance of educating our customers. We want you to understand your policies as well as we do. To help you out, here are some of the most often misunderstood […]
Published In: accountants insurance, accountants professional laibility insurance, CPA, cpa liability insurance, CPA News, Liability Insurance News, Professional Liability Insurance
Tags: accountants, Accountants E & O Insurance, accountants E&O, accountants insurance, accountants professional laibility insurance, accountants professional liability insurance, accounting news, aggregate deductible, claims made, cpa, cpa insurance, cpa liability insurance, cpa news, cpa professional liability insurance, deductible, first dollar defense, insurance policy, liability insurance, liability insurance definitions, liability insurance key words, Liability Insurance News, split limit | -
Accountant Movie Awards including an Academy Award Winner
February 24, 2012Since PricewaterhouseCoopers has been the official tabulator and certifier of the Academy Awards votes since 1934, we at Protexure Accountants would like to do a little tabulation of our own and feature our favorite motion picture accountants. Here are our favorites this year for best accountant in a motion picture and best accountant film. Â […]
Published In: accountants insurance, accountants professional laibility insurance, cpa liability insurance, Liability Insurance News
Tags: Academy Awards, accountants, Accountants E & O Insurance, accountants insurance, accountants liability insurance, accountants professional liability insurance, Actor, Actress, Awards, cpa insurance, cpa liability insurance, CPA Professional Liaiblity Insurance, professional liability insurance | -
Five Tips for Small Business Success in 2012
January 17, 2012We are now two weeks and two days into our “new year’s resolutionsâ€. 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 […]
Published In: accountants insurance, accountants professional laibility insurance, cpa liability insurance, Liability Insurance News
Tags: accountants E&O, accountants insurance, accountants professional liability insurance, Bookkeepers E&O, CPA E&O, cpa liability insurance, cpa professional liability insurance, professsional liability insurance, Small Busines Tip, Social Media, Social Media Strategist, Work-Life Balance |