If you need more than just a policy, call the CPAOnePro Hotline. We’re here to discuss any of the following topics or whatever is on your mind regarding firm risk management:
- Advice on early claim intervention
- Suggestions for appropriate limitation language for engagement letters or client fee-for-service contracts
- Best practice consultation for maintaining client relationships
The Hotline is led by the remarkable, attorney Ralph Picardi. Ralph has been a member of the risk management team for 15 years.
To reach the CPAOnePro Hotline call 1-866-262-7542 from 8am – 6pm EST.
All reported matters will be reviewed within 48 business hours. E-mail acknowledgement of the matter will be sent within 24 business hours.