Malpractice Liability: Eight High-Risk Clients and How to Avoid Them

Client screening is the first step in an effective loss control program.

By via OSCPA

“Time after time,” says Hunter Colby at Camico, the professional liability insurer, “claims specialists hear the same words when they first contact policyholders to discuss a new lawsuit: ‘I can’t believe this client is suing me!”

Of course, they also add: “They were always slow to pay, and I had so much trouble getting the information I needed from them. It was never worth the aggravation. I should have gotten rid of them years ago.’

Colby, a claims specialist with 20 years’ experience, says CPAs can take a few simple steps to avoid trouble early. READ MORE →

21 Hot Ideas From Accounting Marketers

See full size imageIs social media marketing the answer for tight budgets?

by Rick Telberg

There’s nothing like an economic downturn to remind accounting firms that sales and marketing are essential parts of doing business.

Until recently, many an accounting firm’s biggest problem was finding enough warm bodies to handle all the work that just came waltzing in the door. Today, accounting firms are dealing with clients in distress, over-leveraged staffing pyramids and the prospect that they actually may need to go find new business again. READ MORE →