1726 search results for staff

a friendly chat or a billable discussion?

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two older men pausing on golf course to talk, one has hand on other's shoulder

make your intentions clear at the outset.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: i have a close friend who is also a client. he went through a rough time with his wife threatening a divorce and we spent a lot of time talking about it (out of office settings).

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i sent him a bill and he returned it with a notation that “we spoke as friends and not as a professional consultation, and the bill should be canceled.” what should i do?

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six steps to battle cybersecurity risks

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what cost or time investment would you pay to protect your firm and your clients?

by donny shimamoto
cybersecurity for accountants

when it comes to cybersecurity, one risk aspect to consider is whether or not the steps you’ve taken to protect clients’ pii will stand up in court in the event of litigation related to a data breach or damages to a client because of a cybersecurity issue caused by your firm. during litigation, opposing counsel will often bring in cybersecurity experts to describe cybersecurity best practices—which are often a higher level of controls than just compliance.

more: understanding the full cost of a data breach | the 7 categories of of cybersecurity solutions firms need | future firm growth requires a mindshift | donny shimamoto explains how ‘agile’ applies to cpa firms | ai, ocr, nlp & cpas: oh my!   |  accounting nerds, unlock your super powers  | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firms |  staff retention for remote workers | why the future is in risk advisory |  ready for non-cpa “cpa” firms?
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be sure to consult with both your cybersecurity advisor and legal counsel to determine which controls you may still want to implement even if you qualify for some of the exemptions. many controls, like the ones identified in the ftc exception, do not cost much to implement and can demonstrate that you still fulfilled your professional obligation to protect clients’ data—reducing your litigation risk.

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