Disengaging to benefit your firm and the client

Most CPAs — even those highly skilled at screening and bringing in new clients — will periodically encounter situations and client relationships that call for disengaging. While the subject of disengaging is typically thought of as (at best) unpleasant, disengaging can be a practice management tool that increases firm profitability and creates a better situation for both the CPA and the client.


Disengage-Engagement-Letter

Report Potential Claims and Concerns as Early as Possible

Contact your professional liability and employment practices liability insurance carrier or agent as soon as an issue comes up. Adverse consequences often come from CPAs taking action before consulting their risk advisers. Better safe than sorry.
Accountant Potential Claims


Here are some reasons why CPAs should always contact their insurance carrier or agent for expert guidance:

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    Latest Articles

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      Avoiding estate tax return claims

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    • 20 Dec

      Ransomware Still a Problem – Pre-Tax Season Cyber Tips

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      ... read more

    • 05 Dec

      Six Tips for Safe Holiday Celebrations

      Employer-hosted events to celebrate the holidays and thank employees for jobs well done often come with liability and other risks when the events include alcohol.

      "Impaired judgment and lowered inhibitions as a result of alcohol consumption give rise to a variety of dangers,... read more