This is a notice for site visitors.
This is a notice for site visitors
Amber 
The role of CPA firms who perform “outsourced accounting services” for their clients has greatly expanded over the years into what many today refer to as “client advisory services and/or client accounting services” (“CAS”). With the evolution of CAS, many CPAs have questioned the appropriateness of applying the “preparation standards” (“AR-C 70”) set forth in … Read more
Julie Schilling, CPA, became Chief Financial Officer on January 1, 2025. What have you enjoyed most about your role as CFO so far?Schilling: I’m learning something new almost daily, which satisfies one of my core personal values: making learning a consistent part of life. The relationships that I’ve formed have been equally rewarding. I’ve … Read more
By Duncan B. Will, CPA/ABV/CFF, CFE Conflicts of interest have long been a major factor in professional liability claims against CPAs. Part of … Read more
John Zissu became Vice President of Information Technology on April 7, 2025. John Zissu joined CAMICO as Vice President of Information Technology on April 7, 2025. Prior to CAMICO, Zissu served as Vice President – Platform Owner at Everest North America and as Vice President of Technology at Tokio Marine HCC (TMHCC), where he spearheaded … Read more
Q: My client has asked our firm to initiate wire transfers. What risks are associated with agreeing to initiate wire transfers and what protocols should our firm consider? A: CPA firms continue to be at high risk of social engineering attempts due to the type of information firms gather and store. If the firm and/or a … Read more
Are you taking the right steps to manage (and document) client expectations? Effective communication is a key factor in any CPA-client relationship, and when you work to stay in control of managing client expectations, you help to safeguard your firm. To that end, good documentation is critical to successfully managing client expectations. Jurors (members of … Read more