Small Firm Tips

  1. Tech Blog Series: PII Protection (Part 1)

    What is PII? According to the United States Department of Labor, personally identifiable information, or PII, is information that either: identifies a specific individual (direct identification) or identifies individuals by their connection with data elements, such as gender, race, and other demographic information (indirect identification). There are different types of PII but the one businesses […]

  2. Tech Blog Series: Email Security

    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 […]

  3. Tech Blog Series: Firewall Protection for Small Firms

    Today, firewall protection is a basic need for both business and home networks. Since most computers come with some type of firewall protection right out of the box, many people do not see the need to invest in additional protection. Although some networks can be adequately protected under basic firewall protection, most cannot. This includes […]

  4. Protexure Tips: Tax Season 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 […]

  5. Protexure Accountants’ New Years Resolutions for 2014

    Every new year brings  new challenges and  goals. What would your firm like to accomplish in the coming year? What can you do to add value to your practice and get back in shape for the year ahead?  No matter what your individual firm’s goals, we think the following resolutions can help make 2014 a […]

  6. 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? […]

  7. Protexure Tips: CyberSecurity at Small CPA Firms

    Contrary 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 […]

  8. Protexure Tips: Connecting With Your Clients

    Here 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 […]

  9. Protexure Tips: Niche Marketing for CPA Firms

    In 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. […]

  10. Protexure Tips: Niches in CPA Practices

    What 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, […]

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