First-party damages: refers to losses directly suffered by the policyholder (or insured) firm in response to a firm’s data breach or other covered cyber
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Third-party damages: refers to damages alleged by clients or other third parties that the negligence of the CPA firm contributed in whole or in
In today’s digital landscape, it is no surprise that there appears to be a new cybersecurity story in the news every week, from attacks
The role of CPA firms who perform “outsourced accounting services” for their clients has greatly expanded over the years into what many today refer
Julie Schilling, CPA, became Chief Financial Officer on January 1, 2025. What have you enjoyed most about your role as CFO so far?Schilling:
CPA firms are often uncertain about whether or how to respond to a subpoena, as they also need to comply with a number of
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3 Workflows that Every Accounting Practice Should Know Every business owner knows that workflows are your company’s map to efficient teamwork and consistently quality
Cannabis is Going Mainstream — Is Your Accounting Firm Ready? In December of 2020, the Marijuana Opportunity, Reinvestment, and Expungement Act (MORE Act) passed
Breaking Down Cannabis Taxation and Business Issues We’ve rounded up our top blog posts for managing all things cannabusiness-related in areas such as tax