Count On Us
Have you accrued new business and need a new insurance policy that grows with you? Whether you’re a sole-proprietor CPA or an expanding financial services firm, we’ve got the insurance coverage you need and the numbers you want.
Business Types:
- Offices of Certified Public Accountants
- Tax Preparation Services
- Payroll Services
*All policies subject to underwriting review.
A Variety of Options for Your Accounting or Financial Services Business
Clients come to you for your expertise, so why not rely on experts in small business insurance to help you grow and thrive? Insurance coverage for financial services from Westfield offers the flexibility to grow with your financial services business and protects you in a landscape of evolving and complex risks.
We believe in providing insurance as it should be – built to change with your business. Whether you’re working out of one office or 10, you’ll get a solid starting policy with the ability to add coverage and limits based on the unique needs of your financial services company. Whether you’re growing, scaling back, or going in a new direction, you’ll have insurance that keeps you moving forward without worry. Watch the video
Protecting your financial services clients’ information is essential in an age where a single cyberattack can disrupt both your reputation and your finances. If your accounting firm, tax prep, or payroll business does become the target of an attack, Westfield cyber insurance helps you respond quickly and comprehensively to threats including breach of personal information, hacking, or damage to data and systems as well as helping to cover costs associated with related litigation. Learn more
Financial services businesses can lose revenue when equipment is damaged from power surges, electrical shortages, or employee mishaps. Equipment breakdown insurance covers the cost to repair or replace equipment or property damaged by the breakdown, including lost productivity. Learn more
People can make or break your business. Employment Practices Liability Insurance (EPL) protects the business in the event a current or former employee sues for acts like wrongful termination, discrimination, or harassment. It is NOT Workers’ Compensation. Instead, it is designed to reimburse you for legal costs, judgements, and settlements.
No matter the size of your business, a fire or flood can change everything in an instant. ALS business income insurance is a robust business interruption insurance plan that covers losses sustained as a result of direct physical loss or damage to your business office by any event that is covered by the policy.
Looking for an extended safety net? We make it easy to expand your coverage to fit the size and shape of your everyday financial services operations. With expanded coverage options that provide business insurance for foundations, underground pipes, excavation costs and more plus up to 10 additional co-owners, managers, or other business partners, we keep you secure in your space so you can focus on your clients.
Your employees are worth protecting. Workers’ Compensation provides wage and medical benefits for employees who are injured or become ill as a direct result of their job, with easy-to-process claims and coverage that safeguards your most important asset: your people.
Why Choose Westfield?
We know a little bit about history and why it matters. We combine the stability of a company more than 175 years old with the imagination of a modern, diverse team to serve the needs of small businesses as they grow, pivot, and expand in any ever-evolving landscape. It’s a combination that builds both reputation and results, which is how we’ve maintained an AM Best Financial Strength Rating “A” since 1934.
What Our Financial Service Business Owners Are Saying About Their Claim Experience
"The process for reporting and filing the claim was very easy and required little effort on my part. Thank you for the great service!"
"Process was very easy. Westfield did all the work. Thank you."
"Overall, I was satisfied with the communication and professionalism in handling my claim."