cpa liability insurance

  1. 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 […]

  2. 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 […]

  3. 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 […]

  4. 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 […]

  5. 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. […]

  6. 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 […]

  7. Everybody Makes Mistakes: Why Accountants Need Professional Liability Insurance

    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 […]

  8. Making Sense of it All: Professional Liability Insurance for Accountants

    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 […]

  9. Accountant Movie Awards including an Academy Award Winner

    Since PricewaterhouseCoopers has been the official tabulator and certifier of the Academy Awards votes since 1934, we at Protexure Accountants would like to do a little tabulation of our own and feature our favorite motion picture accountants. Here are our favorites this year for best accountant in a motion picture and best accountant film.   […]

  10. Five Tips for Small Business Success in 2012

    We are now two weeks and two days into our “new year’s resolutions”.  Maybe you came up with a basic resolution like losing weight or eating better food and it might even be working for you.  You can also do the same for your business this year and transform your business by taking some small […]

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