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With the high cost and serious consequences resulting from a professional liability lawsuit, a complete risk management plan is especially important for CPA firms today. JB Nelson Risk Advisors strives to ensure that quality professional liability insurance is available to all accountants and CPAs at all firms, large and small.

Covered Services:

  • Audits
  • Litigation Support Services
  • Bookkeeping
  • Management Advisory Services
  • Consulting Services
  • Personal Financial Planning
  • Information Technology Services
  • Tax Planning and Preparation
  • Highly rated A.M. Best rated Insurers

Coverage Options:

  • Broad Coverage for Entire Staff
  • Consent to Settle
  • Deductible Options
  • Subpoena Coverage
  • Prior Acts Available
  • Trustee Coverage
  • Technology/Privacy Coverage
  • Extended Claims Reporting Period
  • Employee Dishonesty
  • Local Defense Counsel
  • Directors and Officers Insurance
  • Limits of Liability Available from $100k to $10 million


Your firm is unique. Cookie cutter insurance plans generally do not cover all of your needs. To ensure you have the coverage in place that you need, JB Nelson Risk Advisors will assess your specific needs and provide a coverage plan that will directly manage your individual risks.

Don’t get caught without the proper coverage. Contact us today.