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Accountants, Bookkeepers & Individual CPAs

Whether your clients are accountants, bookkeepers, or individual CPAs, they have potential exposures just by conducting business. These professionals work with sensitive financial information that can expose them to higher levels of risk on top of the common risks other businesses face like building damage or lost records.

We can help you find solutions for your financial professionals’ unique risks.

Target Classes

  • Small to large accounting firms, bookkeepers and individual CPAs
  • All areas of practice (AOP)
  • All 50 states


  • Broad Definition of Professional Services
  • Full Prior Acts
  • Up to $5M limits (higher may be available case-by-case)
  • Defense Outside Option available
  • First Dollar Defense Option Available
  • Network Security Coverage
  • Primary or Excess
  • Coverage for Individuals or Firms

Program Available

(Limited Market Distribution to Help you Compete)
  • Less Than 10 Professionals
  • Revenues $1.5M or Less
  • Claims Free
  • AOP – Business Tax, Estate Tax, Individual Tax, Bookkeeping & Compilation
  • Claims Expense Inside the Limit
  • Max Limits of $1M/$1M

Download the Flyer Here