The following article was written by Kim Stone-Vilim, CPA. Kim is the Accountants Program Manager at All Risks, Ltd. in Geneva IL. She can be reached at email@example.com.Insightful lessons can be learned by reviewing professional liability issues. With this in mind, Gallagher Affinity provides this column for your review. For more information about liability issues, contact Irene Walton at firstname.lastname@example.org.
Do you have difficult clients that don’t fit into your firm strategy or culture? Do you regularly debate whether or not you should continue the client relationship? This is a question CPA firms should ponder on a regular basis – ideally every six months, but annually at a minimum.