Professional Liability Checklist

Evaluating professional liability insurance programs can be challenging and overwhelming. Use this guide to help you navigate through quotes, providers, and other key considerations. Simply fill out the form below to access this free checklist.

Merger and Aquisition Checklist for Accounting Firms

What’s Inside?
AICPA Member Insurance Programs is a trusted advocate for CPAs, providing exclusive access to superior risk solutions that safeguard their livelihoods and protect their lifestyles. Powered by the strength of Aon, we are committed to helping you achieve your professional and personal goals, while providing peace of mind.  

Aon is the only entity endorsed by the AICPA to provide best-in-class risk solutions to AICPA members
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Structuring the deal

Review of client acceptance and continuance  procedures

Client Screening

Employment and ownership agreements

Claims and potential claims

and more...