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The Balance Sheet

June 2019

 

A risk management publication for accounting professionals

 

 

 

 

Risk Management Tip

 

Spend Time on Your Firm’s Risk Management Plan During the Off-Season

There are many things you can do with your time during the off-season, but perhaps none more important than re‑assessing and re-vitalizing your firm’s Risk Management Plan.

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Tips from the Bar

 

In this month’s Tips from the Bar, Nancy M. Reimer, Esq. of Freeman Mathis & Gary, LLP, answer this question: “What are some things to consider when disengaging from a client, and what is the best way to go about doing it

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News from the Profession

 

Kovel Agreements

The Kovel Rule, which originated back in 1961, is founded on the legal principles of lawyer-client privilege and confidentiality.

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Claim Study

 

Failure to Document and Perform Due Diligence

An accountant was asked by his client to review an audited financial statement to provide an opinion whether there was adequate collateral to secure an investment in a company.

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Ask Adele

 

In this month’s feature, Adele responds to the question: “Does my professional liability policy respond in the event my accounting firm experiences a data breach or other cyber event?”

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Understanding Your Policy

Your Duties in the Event of a Claim

As an expert in the accounting business, you are often able to resolve these types of issues and bring the engagement to a favorable conclusion.

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Legal Section

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