Geneva, Ill. (May 19, 2003) -- Taking on bad clients and a lack of documentation are two of the top risks facing CPAs, according to an expert in professional liability programs for accountants.

Clients are the lifeblood of your business. Your customer relations will make or break you. Dan Pinnington in "Law Practice" magazine wrote "The impact of poor client selection and sloppy client ...

Below are suggestions for consideration when choosing clients to include in your firm’s client feedback program. When considering these criteria, it is also useful to examine clients/referral sources ...

NEW YORK--Many advisers dream about a prospect wanting to hand over $100 million. John Waldron showed him the door. Mr. Waldron believes clients are best served by specialization, or focusing on a ...