3 P's When Shopping for Professional Liability Coverage
Resources
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eBook
Wednesday, August 20, 2025 AICPA Member Insurance Programs for CalCPACrafting Engagement Letters That Help Protect Your Firm
Engagement letters are a critical piece in the foundation of a CPA firm’s risk management strategy—simple yet powerful tools that help safeguard your practice and set clear expectations with clients. Discover actionable tips and customizable tools that you can use to create engagement letters tailored to your firm’s needs. -
Guide
Tuesday, August 12, 2025 AICPA Member Insurance Programs for CalCPANavigating the Client Lifecycle: Strategies for Success at Every Stage
Discover how to fuel growth, profitability, and sustainability while mitigating risks with our eBook, "Navigating the Client Lifecycle." Learn essential protocols to ensure your clients align with your firm's strategic goals and risk tolerance, positioning your firm for long-term success and reduced liability. -
Guide
Monday, August 26, 2024 AICPA Member Insurance Programs for CalCPAThinking of Starting Your Own CPA Firm?
Whether you're thinking about starting your own firm, or you already have, this eBook will help guide you through the many milestones and challenges you may face as you embark on your journey to start your own CPA firm.
About AICPA Member Insurance Programs for CalCPA
AICPA Member Insurance Programs is a trusted advocate for CPAs, providing exclusive access to superior risk solutions that safeguard their livelihoods and protect their lifestyles. Powered by the strength of Aon, we are committed to helping you achieve your professional and personal goals, while providing peace of mind.