1. Protexure Tips: Tax Season 2014

    February 17, 2014

    Tax 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 […]

  2. Covering the bases: Why Your Firm Needs Professional Liability Coverage

    December 12, 2013

    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 […]

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