What is PII? According to the United States Department of Labor, personally identifiable information, or PII, is information that either: identifies a specific individual (direct identification) or identifies individuals by their connection with data elements, such as gender, race, and other demographic information (indirect identification). There are different types of PII but the one businesses […]
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Tech Blog Series: PII Protection (Part 1)
September 26, 2014Published In: Small Firm Tips, Tech Blog Series
Tags: client satisfaction, data monitoring, employee, employee education, financial information, firewall, firewall software, law firm, medical records, personally identifiable information, PII, reasonable protection, sensitive information, Small CPA Firm, Small Firm, social security numbers | Comments Off on Tech Blog Series: PII Protection (Part 1) -
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 -
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 -
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