5 Reasons to Disengage From a Tax Client

Client screening is excellent risk management as well as practice management. It’s the first step in an effective loss prevention program, and it can be used to identify less desirable clients that may be keeping your firm from developing the clients you want. Re-evaluate your relationships with clients on a regular basis—at least annually. The following checklist highlights some of the warning signs that it may be time to disengage from certain clients.

Billing, Collecting and Client Screening

The Loss Prevention Specialists at CAMICO consult with policyholders on a variety of topics, providing practice and risk management advice. In his video, Duncan B. Will, Loss Prevention Manager, shares an example of how CAMICO helps CPAs via our Advice Hotlines. One of the topics he mentions is fee collections – CAMICO frequently receives calls from CPAs seeking advice on this problematic area. Here are some practical tips on dealing with some of the issues.

Kenneth Wigboldy Joins CAMICO as Vice President of Claims

SAN MATEO, CA - CAMICO, the nation's largest CPA-directed program of insurance and risk management for the accounting profession, has appointed Kenneth Wigboldy, CPCU, as Vice President of Claims. Wigboldy is responsible for CAMICO claims operations and has more than 30 years of insurance industry experience in various claims positions, most recently with The Hartford Financial Insurance Group, Inc., as regional vice president, general liability field claims, responsible for claims management in 29 states.

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