Donald S. Boyce has operated his St. Louis-based practice, Donald S. CPA, PC, for 44 years and has been a member with CPA Mutual for 10 years after reading about them in an ad. He took a chance and is very happy he did so.
For Boyce, the decision to stay with CPA Mutual all these years has been simple and comes down to the personal, hands-on connection that they develop with their members. As a smaller company, they are very responsive to him and if he has a question or a claim, he can pick up the phone and find an answer quickly.
“They understand smaller CPA firms,” Boyce says. “If I have a question, I call Wes Marston in claims, I can call the president and get answers and not get a runaround. Karen Johns who handles renewals couldn’t be nicer or more accommodating. They are all very helpful.”
When Boyce had to respond to a subpoena, CPA Mutual helped him understand how to handle it, what information to release and even what not to release. The policy covers fiduciary coverage, which is something he has not experienced with other policies. In the event that an attorney is required, the liability coverage may allow him to choose one that he prefers.
Boyce has found great value in the services CPA Mutual offers. He has used the engagement letters and updates them regularly. In addition to professional liability coverage, he has elected cyber liability protection and additional limits for defense and fiduciary coverage. “They are always trying to improve the policy, like with cyber security coverage. They are looking out for people. They understand the small firms.” Boyce is so satisfied with CPA Mutual that he has referred others to them.
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