As a CPA or accounting firm, you are handling one of the most important aspects of a person’s or company’s livelihood - their money. This creates unique risks for your business and we have the expertise at our fingertips to create tailored insurance programs specific to your needs. Our dedicated team will be with you every step of the way and can assist you with the following:

  • Tenured staff with specific knowledge for working with CPAs/Accountants
  • Dedicated Client Manager for CPA/Accounting Support
  • Web portal for client reports
  • Special year-end services for self-employed Auto Insurance, Group Term Life, Health input, and Affordable Care Act
  • Customized General Ledger Reports and Imports (with check detail)
  • Assistance with compliance reporting, example Employer Retention Credit information
  • Special reporting for additional Tax Credits
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