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.

For much of the last two years, the advisory business has been obsessed with fee compression, robo-advisor platforms, custodians entering the advice space and the like. Concerns among advisors revolve ...

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 ...

Client accounting services have been experiencing a boom in recent years, but the service is not a new concept. Firms have been providing what was often simply called “outsourced accounting” to their ...