Protexure Accountants Blog

Preparing For Tax Season? Here Are The Top 9 Things You Need To Know

        It’s January, so tax season is literally around the corner. And, if you prepare payroll returns for your clients, then you are already in the midst of it. Either way right now is a great[...]

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Published In: Tax

The Definition of "Claim" Under A Professional Liability Policy

           Accountants professional liability insurance is issued through claims made and reported policies. This means that coverage is dependent upon whether, and when, a claim arises and/or is[...]

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CPA Firm Management: Expressing Gratitude as a Management Technique

Expressing gratitude to the people you work with is an important and effective CPA firm management technique. No need for business school strategies—basic politeness you learned at the family[...]

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Published In: Practice Management

Covering the bases: Why CPAs Need Professional Liability Coverage

No one’s perfect. We’ve all heard the phrase. Inevitably, mistakes do happen and Professional Liability Coverage is the bungee cord that stops you and your firm from a free fall.

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Published In: Professional Liability Insurance

Bringing in the Best: Recruiting Tips for Small CPA Firms

As 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[...]

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Making Sense of it All: Accountants Professional Liability Insurance

Financial events have taught us that professional liability insurance is an essential offering in an insurance plan and a major component in any long term business strategy. Many are renewing[...]

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Published In: Professional Liability Insurance

How to Turn Your CPA Firm into a Facebook Marketing Success Story

Even at a small CPA firm, marketing is vital. It is what attracts new customers and also what retains existing ones. Every marketing strategy should have a social media component. Not only is[...]

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How CPAs Can Achieve Work/Life Balance

            When you are working as a CPA in your own small firm, work can become an all-consuming undertaking if you let it. There is always more that could be done, always something unfinished.[...]

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Published In: Practice Management

Accountants Cyber Security: Firewalls

Today, firewall protection is a basic need for both business and home networks. Since most computers come with some type of firewall protection right out of the box, many people do not see the[...]

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Published In: Practice Management, Data Breaches, Cyber Security

Accountants Cyber Security: Email Security

In today's market, email is commonly designated as the most convenient and preferred method of communication between businesses and people alike. Therefore, it is important to keep your email[...]

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Published In: Data Breaches, Cyber Security