Protexure Accountants Blog

Importance of Listening to the Client

           In earlier posts, we discussed the importance of talking to and with your client: promptly returning phone calls, proactively providing regular updates about their matter, exploring[...]

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Published In: Practice Management, Small CPA Firms

Importance of Effective Communication

   Often, accountant/client disputes can be traced back to problems with communication. Sometimes the accountant is surprised to learn that the client expected some task to be done that the[...]

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Published In: Practice Management, Small CPA Firms

Small CPA Firms Take Stock In The Summer

Take advantage of the slower summer pace to tackle some of those important but never urgent tasks that pile up at the end of everyone's to do list.

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Published In: Practice Management, Small CPA Firms

Data Breaches: The Risks Keep Coming

Many companies claim that data breaches are the result of highly technical and sophisticated efforts. The FBI reports that 90% of these are avoidable if widely accepted best practices and security[...]

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Published In: Practice Management, Data Breaches, Cyber Security

Professional Liability Policies Are No Longer Plain Vanilla

Many companies think that all accountants professional liability insurance policies are alike. In truth, most insurance coverage is based on the size of a firm and the professions being insured.[...]

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Published In: Practice Management, Professional Liability Insurance

Data Breaches: Panic or Disruption?

The cost of data breaches for US companies exceeds $6 million, not including loss of reputation or negative media or customer attention.  Imagine how devastating the impact can be, particularly for[...]

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Published In: Practice Management, Data Breaches, Cyber Security