Supervisors 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 […]
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Developing Social Media Policies at a Small Firm
June 12, 2013Published 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 -
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 | Comments Off on Knowledge Base: Who is Covered Under My Professional Liability Policy? -
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 | Comments Off on Bringing in the Best: Recruiting Tips for Small CPA Firms -
Surviving the Times: Ways to Boost Your Small Firm’s Revenue
March 25, 2013During these tough economic times, the entire Accounting profession has taken a big hit in terms of revenue and profitability. Though the Big Four firms were hurt but not crippled, smaller firms took a much larger hit. Here at Protexure Accountants, we are advocates for the small firm, and we want to see you succeed. […]
Published In: accountants insurance, accountants professional laibility insurance, CPA, CPA News
Tags: accountants, Accountants E & O Insurance, accountants E&O, accountants insurance, accountants liability insurance, accountants professional laibility insurance, accountants professional liability insurance, accounting news, boost revenue, cpa insurance, cpa liability insurance, niche market, niche marketing, profitability, revenue | Comments Off on Surviving the Times: Ways to Boost Your Small Firm’s Revenue -
Protexure’s Keys to Success: The Five Skills CPAs Need Now
March 20, 2013In today’s business world, success in the Accounting profession requires key skills that go beyond the technical and financial skills that the profession demands. Thomas Hood III, CEO of the Maryland Association of CPAs and author of the MACPA blog, along with members of the AICPA, came up with “Five Critical Competencies for the Future” that CPAs […]
Published In: accountants professional laibility insurance, CPA, CPA News, Liability Insurance News, Professional Liability Insurace
Tags: accountants, Accountants E & O Insurance, accountants E&O, accountants insurance, accountants liability insurance, accountants news, accountants professional laibility insurance, accountants professional liability insurance, cpa, CPA E&O, CPA Exam, cpa insurance, cpa liaiblity insurance, CPA Professional Liaiblity Insurance, CPA Skills, liability insurance, Liability Insurance News | Comments Off on Protexure’s Keys to Success: The Five Skills CPAs Need Now -
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 | Comments Off on Everybody Makes Mistakes: Why Accountants Need Professional Liability Insurance -
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 | Comments Off on Making Sense of it All: Professional Liability Insurance for Accountants -
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 | Comments Off on Accountant Movie Awards including an Academy Award Winner -
Protexure Accountants Launches Social Media Resource for Small Accounting Firms
September 13, 2011LISLE, 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 Policyâ€. This […]
Published In: accountants insurance, accountants professional laibility insurance, cpa liability insurance, Liability Insurance News
Tags: accountants, accountants insurance, accountants liability insurance, accountants news, accountants professional liability insurance, cpa insurance, cpa liability insurance | Comments Off on Protexure Accountants Launches Social Media Resource for Small Accounting Firms