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Personal Insurance

Auto, Home, Motorcycle, RVs, ATVs Boats, Classic Car, Renters, Condominiums\' and more.

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Accounting Firms

Business Insurance by Industry

Protection for the Business Behind the Numbers

Accountants, bookkeepers, tax professionals, and CPA firms handle sensitive financial information while providing services clients rely on. Best Formula Insurance can help accounting firms review insurance options for professional claims, cyber exposures, office risks, employees, and everyday business operations.

Accounting firms face more than ordinary office risks. Professional advice, financial records, confidential client data, employees, and office operations can create several different insurance needs.

Coverage Built Around Professional Services

Insurance Accounting Firms May Want to Review

Professional Risk

Your Clients Depend on the Accuracy of Your Work

Accounting firms can face claims involving tax preparation, bookkeeping, financial statements, payroll, reporting deadlines, documentation, or other professional services. At the same time, firms store confidential financial and personal information that can create significant cyber exposure.

Client Advice

Professional Liability

May help address qualifying allegations that professional services, advice, errors, or omissions caused a client financial loss.

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Sensitive Information

Cyber Insurance

Accounting firms may hold tax records, bank information, Social Security numbers, payroll data, and other confidential client information.

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Everyday Operations

Office & Business Protection

General liability, business property, business income, workers’ compensation, and employment-related coverage may also be important.

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Who We Can Help

Coverage for Different Accounting Practices

Insurance needs can vary significantly depending on your professional services, revenue, staff, client profile, and the amount of sensitive information your firm handles.

CPA Firms
Bookkeeping Services
Tax Preparers
Payroll Services
Small Accounting Offices
Multi-Employee Firms

Accounting firm insurance options

Smart Insurance for the Real World

Ready to Review Insurance for Your Accounting Firm?

Best Formula Insurance can help accounting firms review Professional Liability, Cyber, General Liability, Business Property, Workers’ Compensation, Employment Practices Liability, and other available coverage options based on the services your firm provides.