You are successful for a reason, and so are we! We have a proven track record in providing customized policies that respond to the needs of our CPA and Accounting Firm clients throughout the Midwest.
We are committed to helping CPA's & Accounting Firms protect themselves from potential financial loss resulting from Professional Liability (also known as Errors & Omissions) claims. These types of claims are not covered under a General Liability policy as they involve financial injury to a client as a result of allegations of errors, omissions or negligence in the services provided.
With our longstanding relationships with top-tier insurers that specialize in creating Professional Liability policies for this industry segment, our team is well equipped to meet the needs of your your firm. A Professional Liability insurance policy specifically designed for CPA's and Accounting Firms is what is needed to provide both defense and get your firm back up and running after such a claim.
Our policies provide coverage for those providing professional accounting services, including CPA's, Accounting Firms, Bookkeepers, Enrolled Agents, and Tax Preparers. Our policies can be tailored to respond to the various challenges that may arise from a professional liability claim, including:
We will put our expertise to work for you to help prevent losses from happening in the first place. This includes reviewing your best practices and procedures to see where improvements can be made. Some of the issues we will review include: