Insurance

Insurance

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Federal and state regulatory demands, increased competition (including via the Internet), and slow-to-change business models can put immense pressure on insurance providers. An experienced CPA can help you plan, transition, and find opportunities from the many challenges insurance professionals face.

Tax Services

  • Income tax return preparation and filing, including multi-state taxes
  • Cost segregation studies
  • Corporate tax planning
  • IRS audit support

Accounting Services

  • Bookkeeping services and consulting
  • Payroll processing and filings
  • Financial statements, reporting, and management reports
  • QuickBooks set-up, training, and consulting

Consulting Services

  • Business planning, financial projections, and budgets
  • Business valuations
  • Cash flow management
  • Entity set-up and organizational structure
  • Franchise consulting
  • Wealth and succession planning
  • Operational and process improvement
  • Management consulting
  • Ownership transfer planning (buy-ins/buyouts)
  • CFO services

Audit & Assurance

  • Financial statement audits, reviews, and compilations
  • Operational audits
  • Internal control reviews
  • Employee benefit plan audits
  • Fraud investigations and risk management
  • Agreed-upon procedures, including cost report certification

Regulatory

  • Statutory accounting
  • Consulting