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 accounts and information secure. Increasingly, hackers have been breaching email security to access an individual?s personal information. In this post, we will show you how to […]
Protexure Tips
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Tech Blog Series: Email Security
July 11, 2014Published In: CPA Technology, Protexure Tips, Small Firm Tips, Tech Blog Series
Tags: cpa, cpa tech, CPA technology, good password practices, passwords, TECH, usernames | -
Tech Blog Series: Password Protection Practices
June 20, 2014Think about how many passwords you use on a daily basis. Sometimes we lose sight of how much security they actually provide, but checking your email, getting on Facebook, and paying your bills all require a password for good reason. With increased technology, hackers are now able to crack passwords faster than ever, making it […]
Published In: Protexure Tips, Tech Blog Series
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Protexure Tips: Tax Season 2014
February 17, 2014Tax 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 […]
Published In: Protexure Tips, Small Firm Tips
Tags: client comes first, client first, customer service, friend clients, friendliness, referrals, stress, tax season | -
Protexure Tips: CyberSecurity at Small CPA Firms
November 8, 2013Contrary to popular belief, small businesses are more susceptible than ever to cyber attacks. Small CPA firms are no exception. In fact, many small firms discount the importance of cyber security, and in turn leave themselves open to breaches in security. Here are a few tips your firm can use to stay protected: 1. Have […]
Published In: CPA Technology, Protexure Tips, Small Firm Tips
Tags: cloud security, cloud technology, cybersecurity, education, employee training, procedure, security plan, spam email, training | -
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 | -
Protexure Tips: Team Building
October 1, 2013As an accounting firm, you realize that working as a team is essential to the health and efficiency of your business. Sure, you’ve done team building activities such as scavenger hunts and tug of rope, but how effective are these activities after the first time? Try something new with one of the following out-of-the-box team […]
Published In: Protexure Tips, Small Accounting Firm Resource
Tags: accounting team building, BUILDING, camaraderie, cpa team building, efficiency, TEAM, team building, team building ideas, team building tips, workplace | -
Protexure Tips: Niche Marketing for CPA Firms
September 24, 2013In our last post, we focused on what having a niche really meant and how to develop one at your firm. Now, we will tell you how to get the word out about your niche. By following the steps below, your marketing strategy will be more effective and efficient, while reaching your target audience. 1. […]
Published In: Niche Accounting Firms, Protexure Tips, Small Accounting Firm Resource, Small Firm Tips
Tags: advocacy, advocating, area of accountancy, area of practice, facebook marketing, knowledge, knowledge base, marketing strategy, niche accounting firm, niche cpa firm, niche marketing, niche marketing accountants, niche marketing cpa, small accounting firm, small accounting firm resource, social marketing, social media marketing, social networking, twitter marketing | -
Protexure Tips: Niches in CPA Practices
August 5, 2013What is a niche? Often tossed around professional circles due to the increased specialization of the field, a niche is primarily referred to as a CPA firm’s area of specialization. In this sense, a niche is an area of practice within a broader area of practice. If your firm is just getting off the ground, […]
Published In: Protexure Tips, Small Firm Tips
Tags: advocating, client acquisitions, client base, cpa niche, cpa niche marketing, cpa specialization, in house training, marketing strategies, new employee training, niche associations, niche marketing, seo, specialization, training employees |