There 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 […]

In 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 […]

No 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 […]

At 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 […]