Accounting firms today do much more than bookkeeping and compilations. We understand that Accountants are often asked to place life insurance, invest client assets, or even manage estates of the elderly or the wealthy. These specialty services are often excluded by certain insurance companies and it is important to make sure that each service your firm renders is adequately protected. We help you navigate the insurance market and make sure that your insurance covers each professional employed by your firm, and each service your professionals render.

We have insurance policies that are able to cover the following types of services:

• General accounting and tax
• Attestation
• Financial planning
• Business planning and consulting
• Investments
• Life insurance sales
• SOX 404
• Information technology consulting
• Elder Care
• Registered representative