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Becoming a CAMICO policyholder doesn’t just insure you against liability claims. CAMICO’s member resources can help your firm grow and become more productive and valuable to clients. Protect Yourself As You Grow: Engagement Letters A clear, comprehensive engagement letter is one of your best protections against future disputes. CAMICO can help you expand into new … Read more

Cybersecurity has become an increasingly important topic in public consciousness. In the past years, hackers have stolen vast amounts of consumers’ financial information and targeted national political parties. CPAs, like any group of professionals who handle confidential information, need to take steps to secure their clients’ data. If something goes wrong, accountants need to be … Read more

Accountants face unique challenges when it comes to CPA liability insurance, and finding the right provider can be difficult. However, a knowledgeable and experienced industry veteran can help you decide on the right company to trust with your insurance and risk management program. Below are five major factors that CPAs should consider. Make sure your … Read more

During the Great Recession, the total number of discrimination charges filed with the U.S. Equal Employment Opportunity Commission (EEOC) by individuals soared from about 75,000 in 2006 to almost 100,000 in 2010, and then leveled in 2014 and 2015 to just under 90,000. The increase in charges can be attributed to a number of factors, … Read more

Problematic or less-than-desirable clients may be keeping your firm from developing the clients it wants. An excellent way to identify those clients is to re-evaluate your client relationships on a regular basis, at least annually. Re-evaluate tax clients while there is still ample lead time before tax season for a client to replace you in … Read more

Al Jones, a staff member of the CPA firm Smith & Smith CPAs, was in the middle of replying to email messages at the office when he clicked a link and a small pop-up “Security” screen required his password in order for him to continue. Jones entered his password and continued reading his email. He … Read more