Human Resources Policies and Forms: The Backbone of the Firm

By Emily Franchi

#MeToo, Ban the Box, and the Second Chance Act are just a few of the movements and laws that have changed legislation and required employers to update policies and practices. As federal, state and local governments pass new employment laws and update existing laws each year, firms must comply by reviewing employee handbooks and human resources–related forms as well as processes for onboarding, performance management, and termination.

Practice Continuation for Small Firms

By Suzanne M. Holl, CPA

No one likes to think about it, but as we age, some of us will become critically ill or injured, and some of us will experience a long-term disability. Family emergencies and obligations can also call CPAs away from their businesses for long periods of time.

What would happen to our clients in such a scenario? When a client needs attestation services to obtain financing or satisfy loan covenants, or another client needs to have a tax return prepared by a certain deadline, who will complete the work?

Indemnification: Understanding Your Risks

By Suzanne M. Holl, CPA

CPA firms are experiencing an uptick in clients trying to embed indemnification and/or hold-harmless clauses in various agreements with the firms. Many of the clauses are inappropriate for CPA services or are overly broad, even to the point of shifting all liability to the CPA firms. Here are some considerations to weigh before agreeing to any such clauses.

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Latest Articles

  • 18 Feb

    Practice Continuation for Small Firms

    By Suzanne M. Holl, CPA

    No one likes to think about it, but as we age, some of us will become critically ill or injured, and some of us will experience a long-term disability. Family emergencies and obligations can also call CPAs away from their businesses for long pe... read more

  • 18 Feb

    Indemnification: Understanding Your Risks

    By Suzanne M. Holl, CPA

    CPA firms are experiencing an uptick in clients trying to embed indemnification and/or hold-harmless clauses in various agreements with the firms. Many of the clauses are inappropriate for CPA services or are overly broad, even to the point of... read more

  • 18 Feb

    Client Assessment Checklist

    By Suzanne M. Holl, CPA

    Any client, whether new or established, can become problematic for a variety of reasons. For example, a problem client may—

    • be unhappy with the results of an engagement, though there was nothing wrong with the services... read more