Firm operations

Develop a record-retention policy that follows prudent practice without turning into hoarding.

Seeking professional help when the firm needs it is not as easy as it sounds.

Don’t let a “failure to communicate” escalate into a loss of clients or costly litigation.

An effective docket system helps reduce the likelihood of a filing error and can make a CPA firm more efficient.

Don’t expose your practice to a severe liability claim by relying on one of several fallacious arguments for avoiding the use of engagement letters.

Permitting a client to use a CPA firm’s address exposes the firm to potential problems.