Industry

Insurance Industry Audit, Tax & Advisory Services

Dental and health insurers and insurance brokers must deal with rapid change, as healthcare reform and broad market forces transform the industry.

Tailored Services

Our experienced team of CPAs and former CFOs helps insurance companies and brokers find the smartest audit, tax, consulting and technology solutions to their operational and strategic needs. We help organizations of all sizes maximize their efficiency and build their business.

Advisory

Streamline your operations to achieve better accounting processes in less time

Marketing, Sales & Customer Strategy

Stay ahead of your competition with a data-driven strategy to drive top-line growth

Audit

Leverage reports to access new revenue streams, remove compliance risk and reach growth goals

Digital

Investments in digital transformation keep your business on pace and beyond

Outsourcing Services

Solve daily challenges faced by your finance and HR teams

Risk Assurance

Gain control over regulatory compliance requirements, data risk mitigation and internal controls

Software Solutions

Choosing the right technology is essential to move your organization forward

Strategy & Transformation

Prepare for future growth as your business evolves and complexity increases

Tax Accounting

Minimize tax exposure by gaining both a clear vision of where to go and how to get there

Consulting

We provide a wide range of specialized services to help companies maximize their operational efficiency and build their profits

Partner

Alan Fine

Alan has more than 24 years of tax experience and has worked closely with insurance companies for 22 years.

St. Louis, MO

Partner

Todd Goldenhersh

Todd has more than 15 years of audit experience working with clients in the heavily regulated insurance industry.

St. Louis, MO

Director

Bill Goddard

Bill assists clients with their property and casualty insurance programs, recommendations and disputes.

St. Louis, MO

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Case Study

Baldwin Risk Partners Propels $600M Growth With FP&A Software Customization

A scalable Workday Adaptive Planning customization delivered reporting speed and clarity to drive M&A success.

March 26, 2024

Case Study

Insurer Validates and Optimizes HR System Changes Through Benefit Audit

Learn how audit services helped an insurer validate their current system processes and uncover fixes to minimize risk.

February 16, 2023

Article

Revenue Recognition Impact on Insurance Entities

FASB ASC 606 has broad changes for how many industries will account for their revenues in their financial statements.

March 06, 2019

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Need to Talk?

If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly.

Insurance Industry Audit, Tax & Advisory Services

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