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By Suzanne M. Holl, CPA Even CPAs who are highly skilled at bringing in new clients and nurturing those relationships will periodically encounter situations that call for a client disengagement. Disengaging with a client has the potential to be unpleasant, but this measure can be a practice management tool that increases firm profitability and creates … Read more

By Suzanne M. Holl, CPA and Duncan B. Will, CPA/ABV/CFF, CFE CPA liability exposures during tax season are always a concern, regardless of economic or professional conditions. However, in the wake of the pandemic, liability exposures during this tax season are even more exacerbated given the added complexities associated with the magnitude and state of … Read more

by Randy R. Werner, J.D., LL.M./Tax, CPA With some professionals returning to the office while others are choosing a hybrid or remote work setup, working outside the office is opening new access points and vulnerabilities for hackers to exploit. CPA firms are already target-rich environments for identity thieves, and any new vulnerabilities exacerbate the profession’s … Read more

CAMICO President and CEO Ric Rosario, CPA, was recently named one of Accounting Today’s “Top 100 Most Influential People in Accounting: The thought leaders and change-makers who are shaping the profession.” Here is the entry for Rosario in the Top 100 list: Ric Rosario President and CEO, CAMICO As chief of one of the major … Read more

Topic: Fraud, PPP loan Services: Tax return preparation, financial statement preparation Al Highsmith, the owner of an auto repair and restoration business, Classy Chassis, in the New England area, has had financial difficulties with the business for many years, partly because he “borrows” money from the business for personal expenses but does not repay the … Read more