Protect Your Business with Better Billing and Collection Practices

Problems arising from billing and collections practices have often plagued CPA firms. By taking a few basic steps in the creation of a thoughtful billing and collections policy, firms can avoid or manage such problems. Further, those same steps will help firms improve the quality of their practices, attract a better client base, help generate more fees, and improve cash flow. Many of these steps should begin in advance of a client engagement.

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Cyber Best Practices for Remote Work

What cyber best practices does CAMICO recommend for remote work, given the pandemic’s "new normal?"

The sudden transition to accommodate employees working remotely in response to the pandemic had many CPA firms rushing to establish or update their policies and security protocols to address working remotely, given the security challenges not present in traditional office environments.

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Latest Articles

  • 02 Aug

    Online Education Opportunities Offering Free CPE

    We're happy to announce that we are offering four new webcasts and will continue to record new risk management content over the next several months. In addition, we are offering a wide selection of self-study courses leased from Checkpoint Learning. And as a reminder, all of our CPE is ava... read more

  • 12 Jul

    Malpractice Risks Increase During Difficult Economic Times

    In CAMICO's 35 years of experience, economic conditions have had a significant impact on CPA professional liability claims. In light of the current economic challenges, now more than ever, CPAs will need to be prepared and vigilant to minimize the potential of additional liability exposure... read more

  • 09 Jul

    Creditworthiness Verifications and PPP Loans

    CPA firms receiving requests from lenders for creditworthiness verifications for clients who had requested Paycheck Protection Program (PPP) loans were often unsure of how to respond. The advice CAMICO gave CPAs assisting their clients with PPP loan applications is valid for similar circum... read more

  • 07 Jul

    War Story 119

    Subject: Business Management Services; Wire Transfer Fraud

    John Duval, CPA, had been engaged for several years by a high-net-worth client, Ed Robertson, who developed commercial and residential real estate. Duval provided business management and bill-paying services, which inclu... read more