Stolen Clients: How to Avoid Losing Millions from the Inside

It’s an accounting firm owner’s worst nightmare: an employee or partner walking out the door and taking your hard-earned clients with them. Or even worse, serving them on their own before they even become clients. As remote work becomes the norm, the physical visibility of what your staff is doing has disappeared, making internal controls more critical than ever.

Join us for an honest, eye-opening conversation with Luke Frye, CPA, and attorney John J. Bamert, Esq. We will unpack the warning signs, the aftermath, and how to avoid having clients stolen by internal staff.