Spot for Finance and Accounting Firms
We get your firm quotes that reflect the books and money you handle, compare them with you and take care of renewals as you grow.
Your Spot team asks which services you provide, what client records you keep, who can access accounting systems and who can change payment instructions, then puts it into one clear submission.
Once brokers have shopped your firm’s submission, Spot reads how each one defines your services and whether its crime form addresses employee theft, client funds or redirected payments.
Professional errors and omissions (E&O) insurance
Professional services · Claims-made terms
Cedar Advisory
When a client, bank or landlord sends insurance requirements, Spot checks them against what you have and flags what’s missing before you sign.
Professional errors and omissions (E&O) insurance
Cedar Advisory · Policy review
Confirm with your broker
Limits, exclusions, and endorsements
Spot keeps your policies and documents together and brings renewals forward, so you’re not reworking an application during your busiest weeks.
JamieCedar Advisory
Let’s prepare the information for your broker and compare the terms, not just the price.
Professional errors and omissions (E&O) insurance policy
Coverage terms · Limits
Share what you do, where you work, the policies you have and any contracts that ask for insurance.
Spot turns it into an application that describes your business the way insurers need to see it.
Spot handles the procurement, sending it to the insurers and markets that cover businesses like yours and chasing every quote.
We put the quotes side by side on limits, exclusions and terms as well as price.
You choose. Spot places the policy for you, and certificates are ready when a customer or landlord asks.
Clients rely on your reporting and records, so the services in the quote need to match the engagement letters you sign.
You collect identity, bank and payroll records every season, which makes cyber terms and vendor handling matter.
Staff may see payment instructions or move money for clients, so crime and social-engineering questions belong in the submission.
Taking on decisions about a client’s finances is advisory work, and the services on your application should say so.
The policies companies like yours are usually asked for, and when each one comes up.
A client relies on your bookkeeping, accounting, tax preparation, reporting, or financial advice.
You collect tax, payroll, bank, identity, or other client records.
Employees can access client or company money, payment instructions, or accounting systems.
You hire staff or add workers in California.
You lease an office or own computers, records, or equipment needed to serve clients.
Get quotes from 50+ finance and accounting insurance providers with Spot.
Adding tax preparation, payroll or advisory work changes the services the professional liability form needs to name.
Each season brings records an insurer will ask about. Check your cyber terms and the vendors holding that data before the rush.
Ask how a crime form treats employee theft, client funds and redirected payments. The insurer answers each one separately.
California generally requires workers’ compensation even with one employee. Give the broker each employee’s state, duties and payroll.
Schedule the computers, paper client files and equipment at that office with current values before you sign.
Also known as accounting firm insurance, accountants insurance, CPA insurance, bookkeeper insurance, bookkeeping business insurance and tax preparer insurance.
Get quotes from 50+ finance and accounting insurance providers with Spot. Keep your broker or switch, with no commissions on premiums.
Get StartedRead these before you choose a policy or an insurer.
