CPA

  1. Introducing: Protexure Accountants’ Tech Blog Series

    In 2013, companies across the United States adopted a variety of new technology. Whether it was moving to a Cloud storage system, or embracing social media, chances are your firm did too. While these new technologies can improve your firm in a variety of ways, their adoption comes with a fair share of risk. With […]

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

    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 […]

  3. Area of Practice Marketing: Tax Firms

    As a small CPA firm, especially in the area of tax, it is tough to compete with the large firms. It might seem like many clients choose to go with online tax preparation services or a larger firm, simply because they hear about them more. What can your firm offer, that the larger firms can’t? […]

  4. Top Technology Issues for Small CPA Firms in 2013

    Security & Privacy When dealing with sensitive materials (as all CPA firms do), Security should be at the top of this list every year. These sensitive materials are being shared more than ever through Cloud storage systems and mobile devices (Smartphones, Tablets, etc.). The threat of these materials being misused is higher than ever, and […]

  5. Protexure Tips: Technology Issues for 2013

    Security & Privacy When dealing with sensitive materials (as all CPA firms do), Security should be at the top of this list every year. These sensitive materials are being shared more than ever through Cloud storage systems and mobile devices (Smartphones, Tablets, etc.). The threat of these materials being misused is higher than ever, and […]

  6. Protexure Tips: What to do When Filing a Claim

    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 […]

  7. Knowledge Base: Who is Covered Under My Professional Liability Policy?

    If you are starting a new firm or buying Professional Liability Insurance for the first time,  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 […]

  8. Protexure Tips: Cloud Computing for CPA Firms

    Cloud 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. […]

  9. Bringing in the Best: Recruiting Tips for Small CPA Firms

    As 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 […]

  10. Protexure Tips: How to Turn Your Firm into a Social Media Success Story

    Even 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 […]

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