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Accounting Firms Insurance

Directors & Officers Insurance
for Accounting Firms

CPA firm partners and managing directors make significant decisions that affect clients, employees, and the firm's financial health. D&O insurance protects these individuals from personal liability arising from management decisions — including actions by disgruntled clients, former partners, or regulators.

Industry-Specific Insight

Why Accounting Firms Businesses Need Directors & Officers Insurance

CPA firm partners and managing directors make significant decisions that affect clients, employees, and the firm's financial health. D&O insurance protects these individuals from personal liability arising from management decisions — including actions by disgruntled clients, former partners, or regulators.

Coverage Details

What Directors & Officers Insurance Covers

Key protections included in a directors & officers policy for accounting firms operations.

Personal liability protection for directors and officers sued for management decisions
Legal defense costs for lawsuits alleging mismanagement, breach of fiduciary duty, or fraud
Coverage for securities claims from shareholders alleging misleading statements or financial mismanagement
Employment practices claims brought by employees against company leadership
Regulatory investigations and regulatory defense costs
Indemnification reimbursement when the company covers a director or officer's legal costs

FAQs

Common Questions from Accounting Firms Businesses

Do CPA firm partners need D&O insurance?

Yes. Partners who make management decisions — hiring, firing, firm strategy, fee-setting — can be personally sued for those decisions. D&O protects their personal assets.

Does D&O cover regulatory investigations of an accounting firm?

Some D&O policies include coverage for regulatory investigations and disciplinary proceedings. This is especially relevant for firms that provide attest/audit services.

Does D&O insurance cover fraud?

D&O policies typically exclude coverage for actual fraud or criminal acts where guilt is established. However, they do cover defense costs during an investigation — coverage ends if fraud is proven. This is an important distinction when reviewing policy terms.

Is D&O the same as general liability?

No — general liability covers third-party bodily injury and property damage. D&O specifically covers personal liability of executives and board members for their governance and management decisions.

Complete Coverage

Other Coverages Accounting Firms Businesses Commonly Need

A complete protection plan for accounting firms operations typically includes several complementary coverages.

We serve accounting firms businesses in:

Accounting Firms · Directors & Officers

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