Accountants and CPA's process and analyze financial statements, prepare tax filings, and offer consulting advice, generally speaking. Obviously, accuracy and adherence to generally accepted accounting principles (GAAP) are paramount as clients make business decisions based on services and advice rendered. It is easy to ponder the results of business decisions that are based on incorrect information, and it will most assuredly result in legal consequences for the accounant.
Thomas Gregory Associates is an insurance broker that has the resources and expertise to place your accountants professional liability insurance through several key insurance carriers. We start by ensuring that we understand your business, as no two are the same even in standardized industries. Then we approach the appropriate insurance carriers with a specific strategy. Professional liability insurance forms are non standard and vary from carrier to carrier, so it is essential to have an insurance broker that understands these nuances.