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Missed due dates: Diligence and the lurking danger

December 12, 2024

Professional liability claims involving missed due dates are rising at alarming rates. Find out what CPAs can do to protect themselves.

  • practice management
  • professional conduct

6 ways to improve the peer review experience

August 13, 2024

A survey of seasoned peer reviewers identifies ways reviewers and the firms being reviewed can change for the better.

  • professional conduct
  • accounting connect newsletter

Risk management creates more soft landings

July 16, 2024

Negligence and litigation basics were introduced in Part I of this two-part series (see “Falling Hurts; So Does Litigation,” JofA, June 2024). In litigation, the plaintiff must prove everything.

  • advisory services
  • professional conduct

Falling hurts; so does litigation

July 01, 2024

Recognizing the links between risk management and litigation can help CPAs understand why risk management advice speaks to behaviors present in professional liability claims against CPAs.

  • advisory services
  • professional conduct

Help reduce risk with formal client onboarding

April 17, 2024

A systematic approach to onboarding new or existing clients can help your firm avoid many professional liability claims. It can also lead to better workflow, additional fees, and increased client satisfaction. An added bonus: Onboarding may uncover a problem client before services begin.

  • practice management
  • professional conduct