Optimize financial performance, ensure compliance, and drive growth with tailored audit, tax, and consulting services for insurance brokers and agencies.
Industry-Specific Financial and Advisory Expertise
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.
Richard Weiner
Tax PartnerCPA, MST, CM&AA
Richard Weiner
Tax PartnerCPA, MST, CM&AA
Rich brings more than 35 years of tax experience to privately held and publicly traded companies across the United States and internationally. He advises growth-oriented businesses navigating complex tax environments, offering practical…
David McManus
Tax Partner & National Cannabis Practice LeaderCPA, CGMA
David McManus
Tax Partner & National Cannabis Practice LeaderCPA, CGMA
Dave leads AAFCPAs’ national Cannabis Business Practice, and has been deeply immersed in understanding the complex financial and operational nuances of the industry since 2012. His subject matter expertise was sought by…
Strategic Financial Analysis and Advisory Focus Areas
Integrated Growth, Risk, and Operational Advisory
Strategic Advisory Solutions for Insurance Agencies
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.
Ownership succession planning
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
What Our Clients Say
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.
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.
TRENDING NOW
Stay up-to-date on trending topics, fresh perspectives, in-depth analysis, and regulatory alerts that affect your business.
New state conformity rules will affect when Massachusetts businesses may claim certain federal tax benefits. Understanding the implementation timeline now may help organizations identify planning…
A federal court ruling may allow some taxpayers to recover interest and penalties paid during the COVID-19 disaster period. The decision clarifies how suspended tax…
The Department of the Treasury and the Internal Revenue Service issued new guidance on a deduction tied to overtime pay under the One Big Beautiful…
AAFCPAs celebrates the many nonprofits that enrich our lives by committing to donate 10% of our net income annually back to nonprofits.
– Carla McCall, AAFCPAs Managing Partner“Our impact does not come from a single initiative; it comes from hundreds of people who show up each day with curiosity and a commitment to making things better.”
CONTACT US
Every situation is unique. We look forward to speaking with you to determine how we may best solve your needs.
