Kovel agreements, where an attorney, rather than the client, engages a CPA, may provide the client greater protection by extending attorney-client and attorney work product privileges to the CPA.
Claim experience of the AICPA Professional Liability Insurance Program has demonstrated that rogue behavior, especially at the partner level, can lead to professional liability claims.
The rise of remote work is an opportunity to evaluate where work gets done.
Three CPAs discuss the importance of planning to have a debrief after an intense period of work, whether tax season or a busy sales cycle, in this podcast with transcript.
Sanctions in response to the war in Ukraine include a ban on accounting and management consulting services, according to government statements issued Monday.
Even small decisions or quick conversations may have significant, and expensive, consequences.
An ENGAGE speaker shares six core principles for business and why the abbreviation FP&A means multiple things to him in this podcast episode with transcript.
Organizations seeking to identify and hire finance talent can follow the advice in a recent article or further explore a new apprenticeship program detailed in this podcast with transcript.
Noncompete agreements should be reasonable in scope and narrowly drafted to protect a legitimate business need.
A CPA firm owner shares some of the fears she overcame, advice to those thinking of opening a firm, and the ways she takes mental breaks in this podcast with transcript.
In addition to creating unnecessary stress for CPAs, clients who fail to respond timely increase a CPA firm’s professional liability risk.
Case law provides a guide for steps to take to make sure electronic signatures are legally binding.
Several factors come into play when adjusting rates in order to run a profitable and healthy business.
"I saw accounting wasn’t just about numbers — it was about getting to know different clients as well as their businesses and industries," says Amish Mehta, CPA.
Balancing business goals with employee experience can provide the best path forward as hybrid working becomes commonplace.
Practicing due diligence and understanding state and local laws are keys to success for firms that choose to engage with this industry.
Use of these terms in an engagement letter can help manage the defense and cost of a claim.
In this first part of a two-part podcast, Guy Gage, founder of consulting firm PartnersCoach, discusses the three types of culture he sees most often in CPA firms, and ways you can tell which predominates in your firm.
CPAs must create data security protocols and implement and follow them consistently to help reduce the risk of a cyber incident.
Dustin Hall is the director of CPACharge — an Austin, Texas-based company that specializes in payment processing solutions for accounting professionals.