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CPA Mutual & Enquiron: Employment Risk Management for Our Members

CPA Mutual recognizes the complex employment and HR risk management challenges that business owners, CEOs and managing staff face in their workplace. This is why we partnered with Enquiron to provide you with risk management strategies.

Date: 9/16/2019

Lawsuit Threats? Follow CPA Liability Etiquette

Every accounting firm can experience an unhappy client, but not every unhappy client has a legitimate legal claim. Too often, accounting firms don’t alert the liability insurance company of potential CPA liability claims for fear of rate increases.

Date: 8/15/2019

Late Filings and Deadline Risk Management

A missed deadline is never okay but that’s not the only deadline related risk that CPA firms face. Bill Thompson, CPA, RPLU of CPA Mutual explains how there is no excuse to file anything late on behalf of your client.

Date: 8/8/2019

Cyber Security Risks for CPA Firms

There has been an uptick in cyber crime and with this comes an increased risk for firms of all sizes. Bill Thompson, CPA, RPLU of CPA Mutual explains how quite often employees are a firm’s biggest risk for cyber breaches.

Date: 6/24/2019

Preclaim Counseling and the Benefits of It

Preclaim counseling is such an important issue and valuable resource provided to our members for mitigating CPA liability. In fact, we feel so strongly about it that we’re taking a deeper dive into the topic.

Date: 5/23/2019

Preclaim Counseling – What is it and Why is it Important?

In this video, Bill Thompson, CPA, RPLU of CPA Mutual shares how the claims department works with you to try and stop a potential claim BEFORE it's filed to limit your exposure and the stress that a claim can place on you, your firm and your family.

Date: 3/7/2019

Four Remote Worker Risks in Accounting

Remote work options have become an emerging benefit for CPA firms to attract and retain new talent, and it’s no surprise given the growing number of people who desire this opportunity.

Date: 2/13/2019

Top Risks for Audit Services vs Tax Services in Engagement Letters

Engagement letters are a tool that allow you to set expectations with the client and manage your own risk. Next to basic quality standards, well drafted engagement letters are the single most important risk management tool available to CPA firms.

Date: 1/11/2019