All significant client meetings should be documented with a written description of the subjects discussed at the meeting. This will help ensure that both you and the client are proceeding with the same expectations and assumptions.
At CAMICO, we understand that the most important asset of your practice, in addition to your expertise, is your reputation. That is why CPAs need to have the right insurance options in place and to be prepared for unexpected risk exposures.
CAMICO offers insurance coverages to help protect your business. The team at CAMICO can help you select the right coverage options to meet the needs of your firm, helping to eliminate any gaps in your firm’s liability protection.