“Although I have excellent insurance coverage, the costs that matter most to me can’t be covered. Aside from lost productivity, the possibility of damage to relationships cultivated over the years and the resulting effect on my firm’s reputation would be devastating.”

“As a mid-size firm, the Montage Risk Index™ CPA Score and Practice Risk Report really opened my eyes to hidden risks that could affect the long-term integrity of my practice in the absence of corrective action. The report provided important information to enable me to prioritize issues and establish procedures to reduce my risk. The free score and low cost for the Practice Risk Report makes this a ‘no-brainer’. The CPE certificate is a bonus.”

“The entire experience was thought-provoking and valuable and I will definitely recommend this to other CPAs.”

Jim Trimble, CPA
Managing Partner
Trimble & Company
Greater Los Angeles Area

“By helping CAMICO’s policyholders anticipate and manage their risks, Montage Analytics enables them to take preemptive action, transforming areas of vulnerability into opportunities to strengthen their practice.
This puts our policyholders in better control of their businesses.”

Suzanne Holl
Vice President, Loss Prevention
CAMICO Mutual Insurance Company

 

“What you have is much more significant than a credit score”.

Bank CEO, Silicon Valley

 

"Although our score implies good controls we cannot become complacent.
There are at least two good ideas that came out of this, which relate to including staff as in integral part of the risk assessment process. I will take action in the near future to strengthen my firm. Will include annual client retention policies in fall partners planning meetings.
Will also quantify staff training for risk assessment (i.e. audit planning)."

Senior partner, CPA firm
San Ramon, CA

 

"Participating in this Risk Assessment was a productive use of my time.
The report was clear and easy to read. (To strengthen my firm, I will) Obtain credit reports on clients and new hires."

Senior Partner, CPA firm
Los Angeles, CA

 

"I thought the questions asked were clear and comprehensive and the report was useful. [It] increased my awareness of where my firm may be vulnerable to professional liability risk. Very interesting information and useful looking forward to focus energy in certain areas. [e.g.;] Create better data recovery systems and consider starting background checks on new clients."

Individual CPA
Naples, FL

 

“Claims costs tend to increase during economic downturns, so risk assessment and response actions are vital to the management of exposures to claims. Many of our policyholders have asked for self-diagnostic tools, and Montage Analytics’ risk assessment is the first generation in this line.”

Suzanne Holl,
Vice President, Loss Prevention
CAMICO Mutual Insurance Company

 

"The report provided insights into my firm's operations. We are in the process of updating our engagement letters."

Senior partner, CPA firm
Lancaster, PA

 

"The report increased my awareness of where my firm may be vulnerable to professional liability risk. My Information Security needs work."

Individual CPA
Seattle, WA

 

"The tools and information were helpful."

Senior Partner CPA Firm
San Francisco, CA

5/18/2010