Disengaging to benefit your firm & clients
What exactly is disengagement?
The disengagement process is as important as the engagement process in that it is a critical part of a successful practice. Initiated by the CPA, disengagement seeks to formally terminate the CPA-client relationship in the most positive way possible, freeing each party to pursue other professional ties.
Learn more about how and why to disengage a client with these articles from CAMICO:
Updated September 2023
Practice Management
Leaving your job to start your own practice
October 10, 2023
Starting a firm is an opportunity and should not be treated as a chore or something that you have no control over.
Risk management tips for the tax practitioner
September 27, 2023
Although most agree that the current tax season has signs of returning to normalcy after the pandemic-induced chaos of recent years, CPA firms continue to face unique challenges and risks they should not ignore.
Neurodiversity in accounting: A career match
September 12, 2023
Diversity, equity and inclusion (DEI) efforts have swept the accounting nation and generally take the form of inclusiveness among different races, genders and abilities. Neurodiversity is another piece of the DEI pie.
What happens to your practice when you die
August 22, 2023
From buy-sell to practice continuation agreements, find out how you can prepare your business for the unexpected.
CAS: What it really means and how to lean into its benefits
August 21, 2023
Client accounting services for CPAs come in all shapes and sizes, depending on what clients want and need.