IMPACT’s fourth interactive War Story covers a case involving a large embezzlement, how it happened, and how the CPA firm could have avoided it.
Impact #103 - War Story #103: Merger, Embezzlement, Audit Services
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 ti... read more
An interactive quiz to test your knowledge of how to respond when faced with a potential breach.
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Jeanie Price, AAAPM, a partner of DeLeon & Stang Certified Public Accountants and Advisors, received the prestigious ACE Administrator Award from the CPA Firm Management Association (CPAFMA) at the association’s annual conference in Baltimore on June 29.
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Be sure to verify that changes in bank account numbers are legitimate when e-filing tax returns. Hackers will send fraudulent email messages with bank account numbers different from the legitimate client account numbers in an attempt to divert tax refunds into their own accounts.