Firms are increasingly being provided with access to or trusted with client funds, assets and proprietary information in order to pay bills or perform other financial functions on their client’s behalf. With the potential for unfettered access to client money and other valuable assets/information, even the most well-run organization can be susceptible to employee theft. Learn about some key steps to insulate your firm from exposures to help avoid potential harm to your firm’s well-earned brand, reputation, and good will
The relevant employee crime risks that are common for CPA firms.
Why this risk is especially relevant today.
Typical employee theft claim scenarios.
How to mitigate that risk.
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Aon Insurance Services is the brand name for the brokerage and program administration operations of Affinity Insurance Services, Inc. (TX 13695), (AR 100106022); in CA and MN, AIS Affinity Insurance Agency, Inc. (CA 0795465); in OK, AIS Affinity Insurance Services Inc.; in CA, Aon Affinity Insurance Services, Inc. (CA 0G94493), Aon Direct Insurance Administrator and Berkely Insurance Agency; and in NY, AIS Affinity Insurance Agency.
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