1. Hit the target
Make sure you are capable of delivering the services the client demands. "Your clients expect you to be the most knowledgeable and up-to-date trained professional," says David Lo Verso, vice president of underwriting for accountants and wealth advisers professional liability insurance at Jorgensen & Co. "So stay on top of licensing requirements and the ever-changing revisions to state laws and statutes."
[Image: Accounting Today]