You’ve spent years building your cliente and accounting practice. . Therefore, CPAs and accountants throughout need a professional insurance advisor to determine potential risks. Safe Harbor Insurance Advisors has been helping many CPAs and accountants to assess these risks and insurance needs.

In your accounting or financial services business, small errors and omissions can lead to big consequences. For example, consider the impact if your accounting firm overlooks a single large expense while preparing a client’s financial statements; the error ends up costing her thousands of dollars, and she decides to sue your firm.

You can be sued for damages resulting from the performance or the failure to perform your professional accounting services. Consider purchasing Professional Liability insurance, which provides financial protection that can help protect your accounting or financial services business assets and help cover the cost of your defense in the event of a lawsuit.

Coverage Options for CPAs, Auditors, accountants, bookkeepers and payroll

At Safe Harbor Insurance Advisors, we understand you may offer personal tax return, business tax, audit, comp & review, accounting, Quickbooks guidance, forensic accounting and any number of different accounting services throughout the year.   Don’ choose a website that doesn’t understand your business.. Options for our Accounting risk policy include:

• Professional Liability coverages
• Commercial Insurance Bundles for small accounting firms
• Commercial Property, Auto and Business Income Continuation
• Cyber Protection
• Business Equipment Protection (ie Auditing laptops)
• And more….

Contact us to find out more about how we can  help protect your accounting and auditing practice.