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CPA's Information

Tennessee CPA Insurance

Serving Brentwood, Nashville, Franklin & Surrounding Areas

Certified public accountants (CPAs) face an assortment of financial risks, much like every other business. However, CPAs and other financial professionals have the unique risk of handling clients’ financials, including advice, savings, taxes and investments. In this position, it’s easy for your mistake to turn into a client’s loss, which is why it’s so important to protect your firm with the protection of CPA insurance.

The agents at Raymond Preston & Reed, LLC understand the risks sustained by CPAs and financial professionals. To help protect your firm, we build custom tailored insurance policies for financial professionals. These policies include coverage options such as:
  • Business Owner’s Policy (BOP): This type of policy bundles several coverage options into one insurance package, often including property coverage, general liability coverage and more. Your agent can help you build a customized package to best fit your business.
  • Property Insurance: This provides protection for the firm’s physical assets, such as computers, electronic equipment, furniture and more.
  • General Liability Insurance: If a client or other non-employee experiences personal property damage or injury on premises, this coverage provides funds that the firm is responsible for paying, including medical and legal expenses.
  • Professional Liability Insurance: This coverage offers financial protection if a client claims you made some sort of damaging error while providing advice or services.
Contact us today for more information on how to best protect your CPA firm from financial risks.
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7000 Executive Center Dr., Suite 290
Brentwood, TN 37027
Phone: 615.866.2728
Email: info@rprinsurance.com
M-F 8:30am-5:30pm

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