Blog | Page 16 | CAMICO®

18 Oct

Helping Clients with Human Resources

Clients sometimes ask their CPA to assist them with human resources-related matters, such as assisting with the recruitment of a new CFO, or with "redesigning their accounting department." Here’s how to avoid some of the pitfalls in such scenarios.

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13 Sep

Proactively Managing Fee and Collection Issues

An effective way to avoid having a collection problem in the first place is to communicate with the client regarding your billing and collection policies, and to include stop-work or disengagement provisions, or both, in your engagement letter. Such provisions can then be enforced if the client doesn't pay you in accordance with the engagement letter.

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03 Sep

What’s the Right Policy Limit for Your Firm?

One of the most frequent questions asked by CAMICO policyholders is, “What should our policy limit be?” This is not an easy question to answer, which may explain why it is asked so often.

The answer to the question requires a careful consideration of a variety of factors that run the gamut from the relatively well defined, such as regulatory requirements, to the more subjective, such as the "sleep well at night" factor.

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Latest Articles

01 Jul

Coronavirus/COVID-19 Resources

Current and updated risk management guidance, tools and resources related to the coronavirus outbreak.
- Fraudulent Tax Return Filings, Other Cyber Threa... read more

01 Jul

Cyber eAlert: Fraudulent Tax Return Filings, Other Cyber Threats

Since April 2020, 13 CAMICO policyholders have reported data breaches that in aggregate resulted in the hackers filing over 300 fraudulent income tax returns through the CPAs' tax software.

... read more

22 Jun

The Paycheck Protection Program Flexibility Act of 2020

The Paycheck Protection Program Flexibility Act of 2020 ("Flexibility Act") was signed into law by President Trump on June 5, 2020. The new act eases rules and provides much needed flexibility to small businesses on how they can spend their PPP funds and still qualify for forgiveness of th... read more

26 May

Advise and Warn Clients of Embezzlement Risks

By Ron Klein, J.D.

The classic small-business embezzlement scenario has occurred so many times over the years that CAMICO Loss Prevention specialists have it memorized:

The client is a small business owner who is too busy running the business to supervise ... read more

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Helping Clients with Human Resources

Proactively Managing Fee and Collection Issues

What’s the Right Policy Limit for Your Firm?

Pages

Latest Articles

Coronavirus/COVID-19 Resources

Cyber eAlert: Fraudulent Tax Return Filings, Other Cyber Threats

The Paycheck Protection Program Flexibility Act of 2020

Advise and Warn Clients of Embezzlement Risks

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