26
Apr
23
Apr
Industry News: 3 Reasons to Move Forward with Automated Payments
3 Reasons to Move Forward with Automated Payments Technology
22
Apr
Industry News: Are You the Right Tax Professional for That New Client?
Are You the Right Tax Professional for That New Client?
At the end of the day, building relationships with our clients and helping them succeed is our goal. These are just a few of the ways we like to ensure each client that comes to us is the right fit for their needs and ours.
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Latest Articles
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03 Dec
Client Assessment Checklist
CPA firms should evaluate all potential new clients and re-evaluate all current clients on a regular basis, at least annually. This enables the firm to better monitor clients, consider any changes that might affect the professional relationship, and avoid situations that could escalate int... read more
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04 Nov
Avoiding Social Engineering Scams/Fraudulent Wire Transfers
CPAs continue to be at high risk of social engineering attempts due to the type of information firms gather and store, and CAMICO has observed an uptick in the frequency of these attempts. "Phishing" is one of the more common social engineering scams.
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08 Oct
Disengaging to benefit your firm and the client
The subject of disengaging is typically thought of as (at best) unpleasant, but disengaging can be a practice management tool that increases firm profitability and creates a better situation for both the CPA and the client.
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27 Sep
Engagement Letter Do’s and Don’ts
Signed engagement letters help CPA firms improve communication with clients and protect the firm from litigation as “the first line of de... read more