Tax season, for many CPA firms, is the most stressful time of the year. Although it is often the busiest time of the year, it might help to see this time as an opportunity to grow. Here are a few tips for a smooth (but still busy) tax season. 1. Focus on the client’s wants […]
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Protexure Tips: Tax Season 2014
February 17, 2014Published In: Protexure Tips, Small Firm Tips
Tags: client comes first, client first, customer service, friend clients, friendliness, referrals, stress, tax season | Comments Off on Protexure Tips: Tax Season 2014 -
Covering the bases: Why Your Firm Needs Professional Liability Coverage
December 12, 2013Many 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 […]
Published 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 | Comments Off on Covering the bases: Why Your Firm Needs Professional Liability Coverage