Insurance

Our team of professionals has extensive knowledge of the transactions, market pressure and accounting complexities unique to insurance agencies. Given our in-depth industry expertise, we are able to provide a wide range of services to the local insurance community. Our clients rely on us for relevant and up-to-date business and tax compliance advice. At Dembo Jones, we tailor our services to fit your company’s unique needs and challenges.

Our comprehensive services include:

  • Financial statement audit, review and compilation
  • Tax services
  • Outsourced bookkeeping
  • Business valuations and succession planning
  • Business forecasting and cash-flow analysis
  • Employee benefit plan audits and compliance
  • Mergers and acquisitions
  • Shareholder buy-in and buy-out consulting

Our insurance industry clients provide the following services and products:

  • Commercial insurance, including property, casualty and alternative risk
  • Risk management and loss control services
  • Contract and commercial surety services
  • Employee benefits
  • Executive benefits including individual life, health and disability insurance
  • Attorneys and Accountants Professional Liability insurance