WP_Post Object
(
    [ID] => 1140
    [post_author] => 3
    [post_date] => 2016-08-12 14:38:15
    [post_date_gmt] => 2016-08-12 14:38:15
    [post_content] => 

As a CPA, bookkeeper, tax preparer, or accounting professional you know accuracy and precision are the hallmarks of your practice.

The demands of your profession are varied and can be highly seasonal as well. Client demands rise during tax season and tax offices can become very cluttered and busy places indeed. You are entrusted by your clients with highly sensitive information and often must store this material on site for extended periods of time.

Record keeping and accuracy are critical to your success. But even the most efficient accounting office can make an occasional mistake.

With all you deal with on a daily basis it is no wonder you have little time to plan for the things that can go wrong and destroy months or years of hard work.

That’s why having the right insurance and business services partner is critical to the success of your accounting firm.

Value One provides comprehensive commercial insurance and business services designed to meet the needs of accounting firms. 

[post_title] => Accounting Firms [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => accounting-firms [to_ping] => [pinged] => [post_modified] => 2016-08-15 18:07:52 [post_modified_gmt] => 2016-08-15 18:07:52 [post_content_filtered] => [post_parent] => 264 [guid] => http://v1financial.com/?page_id=1140 [menu_order] => 4 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw )

Accounting Firms

As a CPA, bookkeeper, tax preparer, or accounting professional you know accuracy and precision are the hallmarks of your practice.

The demands of your profession are varied and can be highly seasonal as well. Client demands rise during tax season and tax offices can become very cluttered and busy places indeed. You are entrusted by your clients with highly sensitive information and often must store this material on site for extended periods of time.

Record keeping and accuracy are critical to your success. But even the most efficient accounting office can make an occasional mistake.

With all you deal with on a daily basis it is no wonder you have little time to plan for the things that can go wrong and destroy months or years of hard work.

That’s why having the right insurance and business services partner is critical to the success of your accounting firm.

Value One provides comprehensive commercial insurance and business services designed to meet the needs of accounting firms. 

Contact Us
We help you protect, grow and run your business.

Identifying the Vulnerabilities in Your Accounting Business

As your firm grows, so do the risks to your business, hard work, and capital. To protect yourself and your firm you must identify the vulnerabilities in your business and take practical steps to protect yourself.

A well-designed business insurance program can shield you from the risk of unanticipated exposures that can lead to setbacks and significant financial loss.

Take a minute to ask yourself the following questions relative to your practice:

  • Do you believe your personal auto insurance (or the coverage carried by your employees) provides adequate protection for accidents that occur when visiting a client location?
  • How often do clients entrust you to provide safekeeping of their confidential information?
  • Does your firm lease any business equipment from a third party provider?
  • What will happen if one of your associates opens an electronic file and infects your network or corrupts client files?
  • What if an employee decides to steal client property or confidential information?
  • What if a partner in the firm gets sued for mistakes made in preparing tax returns?

The answers to these questions make it clear that your accounting firm must have the right commercial insurance protection so that personal risks do not compromise the daily operation and long term financial viability of the entire firm.

The knowledgeable staff at Value One can make sure your firm has the right blend of protection to enable your team to stay focused on serving their clients. We can protect your organization and provide you with the peace of mind you need to stay on top of your game.

Critical Protection for Today’s Growing Accounting Practice

Value One understand the challenges tax and accounting firms face and we help partners and managers protect their organizations with comprehensive insurance products and risk management programs tailored to their individual needs.

If you own or manage a growing firm engaged in providing tax or accounting services, we encourage you to speak to us about closing the gaps that can leave you, your partners, and your firm exposed to liability claims.

Value One’s insurance provides protection for a wide range of accounting professionals including CPAs, accountants, accounting clerks, accounts payable staff, bookkeepers, tax preparers and auditors.

If you are leasing space, hiring staff, or engaging clients, it’s a good idea to review your existing insurance coverages. Our team can make certain you have the right protection for your business.

Accounting firms should consider the following coverages:

  • Commercial General Liability – broad general protection for your accounting business
  • Professional Liability Insurance – coverage for professional errors & omissions
  • Non-owned Auto Liability Insurance – for vehicles not owned by the company but used in the performance of work related activities
  • Crime and Fidelity Insurance – protection from losses resulting from criminal acts such as robbery, burglary and theft
  • Workers Compensation Insurance – required wage replacement and medical coverage for employees injured in the course of employment
  • Umbrella Liability Coverage – protection for larger risks above normal coverage limits
  • Cyber Insurance – protect accounting firms and individual users from Internet-based risks and business interruptions

Value One helps accounting firms protect their organizations from everyday risks so they can make sure all the figures add up for their clients. Contact us today at 855-248-5050 and get the critical protection your accounting business needs.

Call us at 855-248-5050 or complete the form below to take the next step toward your business goals.
We value your privacy. By sharing your email address with us you agree to receive regular communications from Value One.
Already a Customer?
Join the conversation.