Insurance

Protect what you have built

The right coverage is part of a sound financial foundation. We help you understand your exposures and build a coverage and risk strategy that protects the business — reviewed as you grow, so the protection keeps pace with the company.

What’s included

Everything this discipline covers

  • Coverage review and gap analysis
  • Risk assessment across the business
  • Coverage strategy aligned to your stage and exposures
  • Coordination with your broader financial plan
  • Periodic review as the business changes
  • A clear, jargon-free explanation of what you carry and why

How it works

From first call to steady state

Once the books are current and the scope is clear, the engagement settles into a single monthly fee.

  1. Inventory

    Every policy in force, gathered and read — including the exclusions pages nobody opens.

  2. Assess

    Exposures mapped against what you carry, and the gaps named in plain language.

  3. Align

    Coverage matched to the stage of the business and to the rest of the financial plan.

  4. Review

    Revisited as you grow, so limits set three years ago do not quietly become inadequate.

One system

Insurance does not work in isolation

Every discipline feeds the same picture of your business. The team handling insurance is the team that sees your close, your return, and your coverage — so nothing is handed off and nothing has to be re-explained.

Six disciplines supporting your business Your business at the centre, joined by lines to the six disciplines that support it: Bookkeeping, Payroll, Accounting, Tax, Insurance, Consulting. Bookkeeping Payroll Accounting Tax Insurance Consulting YOUR BUSINESS

The rest of the back office

Explore the other disciplines

Get started

Ready to know what you actually carry?

Tell us where things stand. We will map what we would take over, what it costs, and what changes in the first ninety days.

Book a consultation See what we do

You will know what the work costs before you commit to any of it.