From business accounting to assurance and strategic planning services, we provide ready access to industry-specific expertise that helps property and casualty insurance clients of all sizes operate and advance their businesses. This expertise stems from our:
- Up-to-the-minute knowledge of the property and casualty insurance industry and its statutory environment
- Expertise in business accounting, regulatory filing preparation and support, audits and assurance services, back-office accounting and software/system support
- Strategic abilities in succession planning, mergers and acquisitions, business planning, long-range planning, tax minimization and investment accounting processing
- Close relationships with industry regulators, reinsurers and trade associations
Let us put our vast experience in the property and casualty insurance industry to work for your company, helping you identify and resolve its key business issues. We start by listening and learning. Once we gain a thorough understanding of your specific business, challenges and goals, we get right to work, providing the right services and solutions.
Assurance Services
- Audits
- Reviews
- Compilations
Business Accounting Support Services
- Bookkeeping
- Budgeting
- Income Tax Preparation
- Investment Accounting
- IRS Representation
- Monitoring Regulatory Compliance
- Regulatory Filings
- Outsourced Accounting/Comptroller Functions
- Payroll Tax Compliance
- Income Tax Minimization
- QuickBooks®/QuickPayroll® Support
Strategic Services
- Business Advisory Services
- Business Plans
- Strategic Planning Facilitation
- Merger Feasibility Studies
- Succession Planning
Links
Internal Revenue ServiceIowa Insurance DivisionNAMIC (National Association of Mutual Insurance Companies)NAIC (National Association of Insurance Commissioners)Mutual Insurance Association of Iowa