Contrary to popular belief, small businesses are more susceptible than ever to cyber attacks. Small CPA firms are no exception. In fact, many small firms discount the importance of cyber security, and in turn leave themselves open to breaches in security. Here are a few tips your firm can use to stay protected: 1. Have […]
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Protexure Tips: CyberSecurity at Small CPA Firms
November 8, 2013Published In: CPA Technology, Protexure Tips, Small Firm Tips
Tags: cloud security, cloud technology, cybersecurity, education, employee training, procedure, security plan, spam email, training | Comments Off on Protexure Tips: CyberSecurity at Small CPA Firms -
Protexure Tips: Connecting With Your Clients
October 21, 2013Here at Protexure Accountants, we specialize in Professional Liability Insurance Policies for Small CPA Firms. We consider ourselves advocates for the Small Firm & Solo Practitioner, and we are here to help you make your firm the best it can be. One of the most important aspects of running your firm is connecting with your […]
Published In: Protexure Tips, Small Accounting Firm Resource, Small Firm Tips
Tags: accounting, connections, cpa, protexure tips, referral card, referrals, repeat customer, small accounting firm, Small CPA Firm, Social Media, tax return, thank you card, trust | Comments Off on Protexure Tips: Connecting With Your Clients -
Protexure Tips: Team Building
October 1, 2013As an accounting firm, you realize that working as a team is essential to the health and efficiency of your business. Sure, you’ve done team building activities such as scavenger hunts and tug of rope, but how effective are these activities after the first time? Try something new with one of the following out-of-the-box team […]
Published In: Protexure Tips, Small Accounting Firm Resource
Tags: accounting team building, BUILDING, camaraderie, cpa team building, efficiency, TEAM, team building, team building ideas, team building tips, workplace | Comments Off on Protexure Tips: Team Building -
Protexure Tips: Niche Marketing for CPA Firms
September 24, 2013In our last post, we focused on what having a niche really meant and how to develop one at your firm. Now, we will tell you how to get the word out about your niche. By following the steps below, your marketing strategy will be more effective and efficient, while reaching your target audience. 1. […]
Published In: Niche Accounting Firms, Protexure Tips, Small Accounting Firm Resource, Small Firm Tips
Tags: advocacy, advocating, area of accountancy, area of practice, facebook marketing, knowledge, knowledge base, marketing strategy, niche accounting firm, niche cpa firm, niche marketing, niche marketing accountants, niche marketing cpa, small accounting firm, small accounting firm resource, social marketing, social media marketing, social networking, twitter marketing | Comments Off on Protexure Tips: Niche Marketing for CPA Firms -
Protexure Tips: Niches in CPA Practices
August 5, 2013What is a niche? Often tossed around professional circles due to the increased specialization of the field, a niche is primarily referred to as a CPA firm’s area of specialization. In this sense, a niche is an area of practice within a broader area of practice. If your firm is just getting off the ground, […]
Published In: Protexure Tips, Small Firm Tips
Tags: advocating, client acquisitions, client base, cpa niche, cpa niche marketing, cpa specialization, in house training, marketing strategies, new employee training, niche associations, niche marketing, seo, specialization, training employees | Comments (2) -
Small CPA Firm Issues for 2013
July 26, 2013At Protexure, we pride ourselves in being a small firm advocate. Our dedicated staff is here to lend an ear whenever our clients have a concern about their business. After hearing what our clients are most concerned with in the accounting industry in the year 2013, we decided to compile them for your benefit! Here’s […]
Published In: Uncategorized
Tags: Client Retention, CPA Skills, New Clients, protexure, recruiting, revenue, Seasonality, Small CPA Firm, Small CPA Firm Issues, Small Firm, Small Firm Issues, Social Media, Sole Practitioners, Solo Practitioners, Staffing, Succession Planning, Tax Law | Comments Off on Small CPA Firm Issues for 2013 -
Beyond the Numbers: How Much is my Practice Worth?
July 16, 2013In many cases, Small Firms value themselves based on the amount of revenue that they bring in on a yearly basis. Revenue, however, is not the only determining factor in the valuation of a small firm. Here are three factors to value your firm upon beyond the numbers: Location The largest qualitative valuation factor for […]
Published In: Knowledge Base
Tags: CPA firm, CPA technology, micro niche, micro niche method, niche marketing, Small CPA Firm, small firm location, small firm niche, small firm technology, small firm value, technology, value | Comments Off on Beyond the Numbers: How Much is my Practice Worth? -
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 | Comments Off on Top Technology Issues for Small CPA Firms in 2013 -
Developing Social Media Policies at a Small Firm
June 12, 2013Supervisors and Employees Supervisors and Employees should not interact on social networking sites in order to avoid conflicts of interests. Though it may seem harmless, there are potential problems associated with a supervisor “friending†or “following†a lower-level employee such as: perceived favoritism, invasion of privacy, and inappropriate communication (whether intentional or unintentional). Social networking […]
Published In: Knowledge Base, Social Media
Tags: company information, copyright, cpa insurance, liabilities, logo, Social Media, social media policy, social networking, supervisor employee, trademark | Comments Off on Developing Social Media Policies at a Small Firm -
Protexure Tips: Technology Issues for 2013
June 10, 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: CPA, CPA News, CPA Technology
Tags: accountants insurance, accountants liability insurance, accountants professional liability insurance, client information, CPA firm, CPA firms, cpa insurance, cpa liability insurance, CPA technology, customer privacy, privacy, Small CPA Firm, Small CPA firms, tech security, technology, technology issues, technology security | Comments Off on Protexure Tips: Technology Issues for 2013