Helping accounting firms build smarter insurance programs for professional liability, business operations, and the added exposures that come with advisory, insurance, financial services, and payroll-related work.
- Built for Professional Services
Coverage strategy for accounting, tax, bookkeeping, payroll, and advisory work. - Built for Business Operations
Protection for offices, employees, records, technology, and continuity risks. - Built for Growing Firms
Guidance for firms expanding into insurance and financial services.
Specialized insurance for the modern accounting firm.
At CMIS cpainsurance.com, we help accounting firms and CPA practices secure insurance solutions built for the way they actually operate. Today’s firms often do far more than tax preparation and traditional accounting work. Many also provide payroll support, insurance-related services, financial guidance, and other ancillary offerings that create a broader and more complex risk profile.
We work with accounting practices that need insurance strategies aligned with professional services risk, client expectations, technology exposure, employee activity, and day-to-day business operations. Whether your firm is a traditional CPA practice or a broader advisory business, CMIS cpainsurance.com is designed to support your growth and protect the work you do for clients.
Why Choose CMIS cpainsurance.com?
Accounting Industry Focus — We understand the professional liability, operational, and reputational risks that accounting firms face in serving clients across tax, bookkeeping, reporting, consulting, payroll, and related advisory functions.
Built for Expanding Service Models — Many firms now provide services beyond core accounting, including insurance, financial services, and payroll support. We help firms think through how those expanded offerings can affect coverage needs and insurance structure.
Protection for More Than One Exposure — Accounting firms may face risk tied to client work, office operations, cyber events, employee conduct, records management, and business interruption. We help bring those needs together into a more complete insurance strategy.
Who We Serve
- CPA firms
- Accounting practices
- Bookkeeping and tax preparation firms
- Firms offering payroll services
- Firms with insurance-related or financial-services-related ancillary operations
- Small and midsized firms seeking more specialized professional liability and business insurance solutions
Our Specialized CPA Insurance Approach
- Review of your firm’s current insurance structure
- Evaluation of professional liability and client service exposures
- Consideration of operational risks tied to offices, staff, and records
- Guidance for firms with expanded services such as payroll, insurance, and financial-related offerings
We help accounting firms think strategically about insurance so coverage reflects both the professional services they provide and the operational realities of running the business.
Ready to Build a Smarter Insurance Strategy for Your Firm?
Talk to a team that understands how accounting practices evolve — and how insurance should evolve with them.
Count on CMIS cpainsurance.com for a More Complete Insurance Approach
At CMIS cpainsurance.com, we understand that accounting firms work in a profession built on trust, deadlines, accuracy, and long-term client relationships. That means insurance needs to do more than satisfy a requirement — it needs to support the firm’s reputation, financial stability, and ability to keep serving clients when challenges arise.
We help firms put insurance strategies in place that reflect both their professional responsibilities and the broader operational risks of a modern accounting practice.
Let’s go
Provide your details, and our team will reach out to discuss insurance solutions for your CPA firm or accounting practice.
Let’s Get Started
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