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finance and insurance

Finance and Insurance

We can't afford to take unexpected risks
As a professional in the finance or insurance industry you take financial risks everyday. Managing those risks in a volatile economy hinges on careful analysis of timely financial data and attention to government regulation.

Hertzbach & Company, P.A. has assisted mortgage brokers, finance companies, investment advisors and insurance brokers with their specific accounting and regulatory compliance needs. Our commitment to prompt service enables firms in this industry to make important business decisions and meet regulatory deadlines.

Services we provide to finance and insurance businesses include:
· Accounting and auditing
· Buy/Sell agreements and succession planning
· Tax planning and preparation
· Business plans
· Compliance monitoring
· Management consulting

For more information on how to manage unexpected risks, please contact Myron Asher or Jeff Kleeman / 410.363.3200

 

 

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Baltimore: Red Brook Corporate Center, 800 Red Brook Boulevard, Suite 300, Owings Mills, MD 21117
Greater Washington, DC: Democracy Plaza, 6701 Democracy Boulevard, Suite 300, Bethesda, MD 20817