Many 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 […]
accountants professional laibility insurance
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Covering the bases: Why Your Firm Needs Professional Liability Coverage
December 12, 2013Published 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 | -
Protexure Tips: What to do When Filing a Claim
May 29, 2013There is no easy way to go about it. When a client or incident with a client threatens your firm, filing a claim is a necessary process between you and your insurance provider. It is often stressful and drawn-out, but it doesn’t always have to be. By following the general steps below, while keeping in […]
Published In: accountants insurance, accountants professional laibility insurance, CPA, cpa liability insurance, CPA News, Liability Insurance News, Professional Liability Insurance
Tags: carrier, claim, claim reporting, claims, claims made, cpa liability insurance, cpa news, hints, insurance, liability, liability insurance, potential claim, professional, professional liability insurance, provider, reporting, small business tips, steps, tips | -
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 | -
Protexure Tips: Cloud Computing for CPA Firms
April 12, 2013Cloud technology has exploded into the “next big thing” for businesses and households alike. But what is Cloud Computing exactly? Cloud Computing, at its core, allows you to access information from anywhere, on any authorized device without a physical server. However, with recent software innovations, Cloud Computing capabilities have expanded exponentially in the past two years. […]
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 liability insurance, accountants news, accountants professional laibility insurance, accountants professional liability insurance, accounting news, cloud, cloud computing, cloud implementation, cloud provider, cloud software, cloud system, CPA E&O, cpa liability insurance, Liability Insurance News, Social Media, Work-Life Balance | -
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 | -
Protexure Tips: How to Turn Your Firm into a Social Media Success Story
March 29, 2013Even at a small CPA firm, marketing is vital. It is what attracts new customers and also what retains existing ones. You have plenty of information to send to your clients, and Protexure Accountants is here to help you expand your reach by offering you some tips for using Facebook, Twitter, and LinkedIn within your […]
Published In: accountants insurance, accountants professional laibility insurance, CPA, CPA 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, CPA E&O, Small Busines Tip, Social Media, social media news, Social Media Strategist, social media tips, social media tips for small businesses, social networking, social networking news | -
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 | -
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 | -
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 | -
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 |