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Mitchell & Mitchell Insurance Agency Blog: cpa

View the latest blog posts from Mitchell & Mitchell Insurance Agency.

Effective communication with clients is critical and can help CPA firms mitigate the risk of a professional liability claim made against them. Indeed, a 1997 University of Chicago study suggested that how a physician communicates with patients influences whether the patient sues the doctor for malpractice after a bad outcome. READ MORE >>

CPAs are no strangers to the entrepreneurial spirit or the success associated with establishing a new business. This mindset manifests itself through the opening of new CPA firms, introduction of new service offerings, and innovation in conducting business and interacting with clients. READ MORE >>

I often speak to firms after they have merged, acquired or have been acquired by another accounting firm.  In the aftermath, one of the issues that often does not get discussed, is the other party's claims history and attitude towards Risk Management. READ MORE >>

The hottest topic trending today amongst the Accounting Industry is the threat of being hacked.  Because accounting firms hold valuable personal information (addresses, phone numbers, social security numbers, etc.) they are becoming increasingly easy targets for hackers who can sell that information. READ MORE >>

Your staff accountant comes to the office on Monday morning to find an e-mail from one of the firm’s biggest and most important clients requesting that money be transferred into a new investment account. It’s urgent...again. The accountant thinks “It seems like every Monday morning the same client makes another “urgent” request. READ MORE >>

Did you know?  As a plan insured of our AICPA Professional Liability Program you have access to exclusive engagement letter boilerplates?  Just go to this link: to access the Policyholder Resource Center by inputting your Professional Liability policy number. READ MORE >>

By Amy Waldron, CPA More and more CPA firms are up for grabs as Baby Boomers hang up their calculators for good. Merger-and-acquisition activity is high, and this trend is expected to persist. READ MORE >>

The accounting industry is difficult to work in, with so many changing laws and regulations to keep up with over the years. Accountants, CPAs and tax professionals are expected to manage the finances of clients and advise them on a variety of financial and investment strategies. READ MORE >>

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