You’ve paced through another tax season, but the race doesn't end there. Navigating your risks is a marathon, not a sprint,
so it’s crucial to stay vigilant for the long term. In this edition, we’ve culled some helpful articles to help you plot a purposeful risk management course on your way to the finish line.
Sidetracking 3 Risky "Misses" in Onboarding Your Clients
As featured in the Journal of Accountancy
This eye-opening article provides a framework for developing a formal onboarding process and helping to reduce some common
professional liability risks as you take on new clients.
Moving and Your Home Insurance: Avoiding Relocation Pitfalls
Moving can be both a stressful and risky excursion. In recognition of Stress Awareness Month, this insightful Q&A can help
you manage your home insurance during a move. Check it out.
Scaling Your Practice: Expanding & Growing a CPA Firm
Staying on course as your firm evolves can be a challenge. This article provides frequently answered questions and accounting
firm strategies for growing and scaling your business in a competitive market.
Aon Insurance
Services is the brand name for the brokerage and program administration operations of Affinity Insurance Services, Inc., a licensed producer in all states (TX 13695); (AR 100106022); in CA & MN, AIS Affinity Insurance Agency, Inc. (CA 0795465); in OK, AIS
Affinity Insurance Services Inc.; in CA, Aon Affinity Insurance Services, Inc., (CA 0G94493), Aon Direct Insurance Administrators and Berkely Insurance Agency and in NY, AIS Affinity Insurance Agency.