Risk & Compliance · Dallas–Fort Worth How Much Does Cyber Insurance Cost for a CPA Firm? The price depends less on your revenue than on whether you can prove your controls actually work. Quick Answer Cyber insurance for a typical CPA firm runs roughly $700–$2,000+ per year for $1 million in coverage, though published averages…
Compliance Guide · Dallas–Fort Worth Data Breach Notification Requirements for CPA Firms in Texas A breach triggers three separate reporting obligations at once — state, IRS, and often the FTC. Quick Answer Under Texas Business & Commerce Code Chapter 521, a CPA firm that experiences a data breach must notify affected individuals within 60 days…
Business Continuity + Q4 Planning, Dallas-Fort Worth What Should Your Business Do in September to Get Ready for Q4? A six point readiness check, about 90 minutes, before the last quiet window of the year closes. Quick Answer Run a six-point readiness check before October 1. Confirm your Q4 priorities, review the technology costs already…
Compliance Guide, Dallas-Fort Worth How to Securely Share Tax Documents With Clients (Without Using Email) Email wasn’t built for this, and regulators have made that increasingly clear. Quick Answer Emailing tax documents as attachments, even password protected PDFs, doesn’t meet the encryption standards required by IRS Publication 4557 and the FTC Safeguards Rule, both of…
Every tax preparer needs a WISP under the FTC Safeguards Rule and IRS Pub 4557. Here’s what’s actually required and what auditors check.
Cybersecurity Guide · Dallas–Fort Worth Business Email Compromise: Why CPA Firms Are a Top Target No malware, no ransomware note — just a wire transfer that quietly goes to the wrong account. Quick Answer Business Email Compromise (BEC) — an attacker impersonating an executive, client, or vendor to redirect a payment — accounted for over…
Decision Guide · Dallas–Fort Worth Managed IT vs. In-House IT: Which Is Right for Your CPA Firm? The answer usually comes down to firm size — and it’s not as close as most owners assume. Quick Answer A single qualified in-house IT hire typically costs $85,000–$120,000 per year in salary alone, before benefits, tools, and…
Compliance Guide · Dallas–Fort Worth What Is a Business Associate Agreement (BAA) and Do I Need One With My IT Company? A plain-language explanation of BAAs for medical practices — what they are, who needs one, and how to confirm yours is valid. Quick Answer Yes — if your IT company has access to, or…
Compliance Guide · Dallas–Fort Worth What Are the Red Flags That My IT Provider Doesn’t Understand Healthcare Compliance? 7 warning signs your current IT provider isn’t equipped to support your medical practice’s HIPAA compliance needs. Quick Answer If your IT provider can’t tell you when your last HIPAA Security Risk Assessment was performed, doesn’t have…
New Practice Guide · Dallas–Fort Worth What IT Setup Does a New Medical Practice Need Before Opening? The IT and HIPAA compliance checklist to have in place before your first patient walks in. Quick Answer A new medical practice needs roughly 6 core IT components in place before opening day: a HIPAA-compliant network and internet…
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