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Insurance Brokers/Agencies

Optimize financial performance, ensure compliance, and drive growth with tailored audit, tax, and consulting services for insurance brokers and agencies.

Audit, Tax & Consulting for Insurance Brokers and Agencies

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Insurance agency executives require reliable financial data, and must interpret this data regularly to run their business effectively.

AAFCPAs has deep knowledge and over 40 years of proven experience providing professional services to insurance agencies. We understand the unique accounting and operational aspects of insurance agencies including: challenges related to revenue recognition, commissions and profit sharing.

Financial Stability & Compliance

  • Evaluation of cost reduction strategies
  • Calculation of financial ratios and benchmarking
  • Analysis of financing options
  • Coordination of business and owner tax planning strategies
  • Fiduciary guidance and investment advisory solutions for employee benefit plan sponsors.
  • Technical Accounting Advisory: Implementation of new accounting standards, assistance with complex operational and financial transactions, audit preparation

Connect with Us

Richard Weiner
Richard Weiner

Richard Weiner

CPA, MST, CM&AA | Tax Partner
David McManus
David McManus

David McManus

CPA, CGMA | Tax Partner & National Cannabis Practice Leader

Growth Strategies & Operational Efficiency

Optimization of business processes, systems, and performance controls

Business transaction strategies, and due diligence on M&A candidates

Ownership succession planning

IT Risk Advisory Services

Outsourced Accounting & Fractional CFO: Right-size, outsourced accounting solutions, from cloud-based accounting to high level CFO oversight

Institutional investment advice, money management, financial planning & consulting, executive deferred compensation & retirement plan consulting, and succession planning solutions

AAFCPAs fully understands the complexities of the industry and offers proven solutions to help you meet your business goals. Our clients consider us a best-value CPA firm because we provide that ideal combination of expertise, service, and price.

  • “AAFCPAs professionals have provided Murphy Insurance Agency with excellent service for over a decade. In addition to their expertise and knowledge, they are always accommodating and respond quickly to our questions and concerns. They exemplify the high standards of professionalism that we continually expect. I always enjoy working with the AAFCPAs team and would highly recommend them.”

    LouAnn Law D. Francis Murphy Insurance Agency

  • “The Massachusetts Association of Insurance Agents and The Number One Insurance Agency are happy clients of AAFCPAs. AAFCPAs made the transition from our former accounting firm happen very smoothly. Switching accounting firms is never an easy decision, but the staffs’ professionalism and knowledge helped make the transition very simple. We look forward to an ongoing cooperative relationship with AAFCPAs for years to come.”

    Francis A Mancini, President and CEO and Patricia M. Loonie, Vice President of Finance MAIA/Number One Insurance Agency

  • “AAFCPAs professionals have provided Murphy Insurance Agency with excellent service for over 10 years. In addition to their expertise and knowledge, they are always accommodating and respond quickly to our questions and concerns. They exemplify the high standards of professionalism that we continually expect. I always enjoy working with the AAFCPAs team and would highly recommend them.”

    LouAnn Law D. Francis Murphy Insurance Agency

Contact Us

We look forward to speaking with you to determine how we may best solve your needs. A firm representative will reach out to you within one business day. Looking for additional ways to reach us? Visit our Contact Page. >>