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.
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Tailored Services

Move Your Business Forward

Our experienced team of CPAs and former CFOs helps insurance companies and brokers find smarter audit, tax, consulting and technology solutions to support your business priorities. By combining AI tools with hands-on guidance, we help you move faster, see further and build what’s next.

Consumer Business Consulting
Advisory
Streamline your operations to achieve better accounting processes in less time
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Marketing, Sales & Customer Strategy
Stay ahead of your competition with a data-driven strategy to drive top-line growth
Consumer Business Audit
Audit
Use AI-driven analytics and reports to access new revenue streams, remove compliance risk and reach growth goals
Marketing Services Digital Serives
Digital
Investments in digital transformation keep your business on pace and beyond
Outsourcing Services
Outsourcing Services
Solve daily challenges faced by your finance and HR teams
Technology Risk Assurance
Risk Assurance
Gain control over regulatory compliance requirements, data risk mitigation and internal controls
Software Solutions
Select and implement the right technology to move your organization forward
Consumer Business Tax Accounting
Tax Accounting
Minimize tax exposure by gaining both a clear vision of where to go and how to get there
Consulting
Advisory Services
We provide a wide range of specialized services to help companies maximize their operational efficiency and build their profits

Insurance Industry Experts

Partner
Alan Fine
location
Midwest
phone
314-983-1292
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Partner
Todd Goldenhersh
location
Midwest
phone
314-983-1205
Contact Me
Director
Bill Goddard
location
Southeast
phone
314-983-1253
Contact Me
Resources
Baldwin Risk Partners Propels $600M Growth With FP&A Software Customization
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
Insurer Validates and Optimizes HR System Changes Through Benefit Audit
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
Blog articles
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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Build What’s Next

See how we pair deep industry expertise with proven AI solutions to help your business move faster, see further and build what’s next.