Accounting Firms Insurance

Coverage recommendations, carrier options, and cost estimates for insuring accounting firms businesses. Built for independent agents quoting this class.

NAICS: 541211·Also known as: CPA firm, tax preparer, bookkeeping service

Recommended Coverages

BOP

essential

Bundles general liability, commercial property, and business income/extra expense into one policy.

Typical Limits

$1M GL per occurrence / $2M aggregate; Property limits vary by business personal property and building values

Premium Range

$500 - $3,500/year for low-risk small businesses; $3,000 - $10,000+ for higher-revenue or higher-risk classes

Professional Liability (E&O)

essential

Claims arising from professional errors, omissions, negligent acts, or failure to perform professional duties. For Accounting Firms businesses, key exposures include high e&o exposure from financial advice. Common claims include tax filing error causing client penalties. Agent note: Professional liability (E&O) is the most critical coverage — state boards may require it

Typical Limits

$1M per claim / $2M aggregate is standard; higher limits for regulated professions

Premium Range

$500 - $3,000/year for low-risk professions; $3,000 - $20,000+ for attorneys, accountants, and healthcare

Cyber Liability

recommended

Data breach notification costs, forensic investigation, credit monitoring, regulatory defense and fines, business interruption from cyber events, ransomware payments, and third-party claims from data exposure. For Accounting Firms businesses, key exposures include client data sensitivity. Common claims include data breach of client financial records. Agent note: Cyber liability essential due to handling sensitive financial data (SSNs, bank accounts)

Typical Limits

$1M per claim / $1M aggregate for small businesses; $5M-$10M+ for larger organizations

Premium Range

$750 - $3,000/year for small businesses; $5,000 - $25,000+ for businesses handling significant PII or PHI

Workers Comp

recommended

Medical expenses, lost wages, rehabilitation costs, and death benefits for employees injured on the job. Common claims include embezzlement by employee.

Typical Limits

Statutory limits per state law; Employers Liability typically $500K/$500K/$500K

Premium Range

Based on payroll × class code rate × experience mod. Ranges from $0.50 to $30+ per $100 of payroll depending on classification

Risk Profile

Physical Risk

moderate

Liability Risk

low

Professional Risk

high

Property Risk

moderate

Top Risks

  • High E&O exposure from financial advice
  • Tax filing errors
  • Client data sensitivity
  • Regulatory compliance
  • Seasonal workload spikes

Carriers That Write Accounting Firms

One of the largest small commercial writers in the U.S. with broad class appetite. Competitive BOP pricing and a streamlined agent portal with fast online quoting.

BOPWCCyber

Broad appetite across most commercial classes with competitive package pricing. Strong multi-line capabilities — agents can bundle GL, property, auto, and umbrella under one carrier.

BOPWCCyber

Known for competitive commercial auto rates and fast online quoting. Strong appetite for businesses with vehicle fleets and a growing BOP book.

BOPWC

Berkshire Hathaway-backed (AM Best A++) with competitive pricing for standard small business classes. Fully online quoting and binding process.

BOPWC

Cost Estimate

$5,000 - $25,000+ for businesses with $300K - $5M revenue

Key Pricing Factors

  • Annual revenue ($300K - $5M is typical for this class)
  • Employee count (3-30 is typical)
  • Services offered (tax, audit, advisory)
  • Client types (individual, business, government)
  • Number of CPAs
  • E&O claim history

See the Per-Coverage Cost Breakdown

For median GL, BOP, WC, and auto premiums sourced from Insureon, plus a worked quote example and the underwriting questions to expect, see our accounting firms insurance cost page.

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Frequently Asked Questions

How much does Accounting Firms insurance cost?
Insurance costs for Accounting Firms businesses vary based on revenue ($300K - $5M), employee count (3-30), location, claims history, and coverage types needed. Key coverages include BOP, Professional Liability (E&O), Cyber Liability. Get quotes from multiple carriers to find competitive pricing — premiums can vary 20-40% between carriers for the same account.
What insurance does an Accounting Firms business need?
Most Accounting Firms businesses need BOP, Professional Liability (E&O), Cyber Liability at minimum. Professional liability (E&O) is the most critical coverage — state boards may require it The right coverage package depends on your revenue, employee count, and specific risk exposures.
What are the biggest insurance risks for Accounting Firms businesses?
The primary risks for Accounting Firms businesses include: High E&O exposure from financial advice; Tax filing errors; Client data sensitivity; Regulatory compliance. Common claims include Tax filing error causing client penalties, Missed deadline for client, Incorrect financial advice. Understanding these risks helps agents recommend appropriate coverage limits and endorsements.
What do carriers look at when underwriting Accounting Firms businesses?
Key underwriting factors for Accounting Firms include: Annual revenue, Services offered (tax, audit, advisory), Client types (individual, business, government), Number of CPAs, E&O claim history. Carriers use these factors to determine pricing and eligibility. Businesses with clean loss history and strong risk management practices typically qualify for better rates.
What should agents know when quoting Accounting Firms insurance?
Professional liability (E&O) is the most critical coverage — state boards may require it. Cyber liability essential due to handling sensitive financial data (SSNs, bank accounts). Tax preparation creates peak-season exposure — errors during rush have outsized consequences. Using a comparative rater to quote multiple carriers simultaneously helps agents find the best combination of coverage and pricing for each Accounting Firms account.

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