Engagement Letters for the Individual Tax Practitioner
Tighten language limiting your professional liability. Professional liability insurance carriers and defense attorneys have always proclaimed that engagement letters are one of the first lines of defense in a malpractice cause of action against a CPA. After all, when drafted properly, engagement letters form the basis for an enforceable contract and should have caveats unique to the scope of service provided, the amount of risk inherent in the ...
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Meet Kristin Holthus, CPA from Anton Collins Mitchell LLP
Read more about Kristin Holthus, CPA, Controller with Anton Collins Mitchell LLP (ACM), a Colorado-based firm. Kristin has been CPAFMA's Colorado Chapter President for the past two years. What is your hometown?Pinedale, Wyoming Where did you go to school?I have a BS degree in Accounting from the University of Wyoming with a Masters of Accountancy from the University of Denver. How did you get into accounting firm management?I ...
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Busy Season: Staying Connected and Having Fun!
We know all too well how the long days and weeks during spring busy season can take a toll on those who work in public accounting. Employee engagement and retention are even more challenging with the impact of workload compression. There is no shortage of articles on this topic but what does your firm actually do about employee retention and is it working? It’s no secret that employees want to spend more time with their family and ...
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Take the 2016 AICPA, PCPS, CPA.com National MAP Survey
How does your firm stack up against others in the profession? Curious about the latest technology trends in firms around the country? How are you and others leveraging staff in the current economy? Find out by taking part in the CPA profession’s premier benchmarking study – the AICPA PCPS CPA.com National MAP Survey. The survey covers key practice management issues that will allow your firm to compare its financial performance and ...
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2016 CPAFMA Technology Survey Review and Results
The CPA Firm Management Association recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers. Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions. The survey was conducted in January 2016, with 140 ...
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