Industries served | Insurance | Dalby, Wendland & Co., P.C. | CPAs and Business Advsisors

Insurance Providers Services Info Download | Dalby Wendland & Co | CPAs | Business Advisors | Colorado

Insurance Providers Services Info Download

Federal and state regulatory demands, increased competition (including via the Internet), and slow-to-change business models can put immense pressure on insurance providers. An experienced CPA can help you plan, transition, and find opportunities from the many challenges insurance professionals face.

Tax Services

  • Income tax return preparation and filing, including multi-state taxes
  • Cost segregation studies
  • Corporate tax planning
  • IRS audit support

Client Accounting Services

  • Business process outsourcing, including bookkeeping, billpay, and payroll processing, filings, and reporting
  • Financial statements, reporting, and management reports
  • Set up, training, and consulting for QuickBooks® software
  • Advisory services on general ledger set-up and internal controls
  • Virtual controller outsource and consulting
  • Virtual CFO outsource and consulting

Consulting Services

  • Business planning, financial projections, and budgets
  • Business valuations
  • Cash flow management
  • Entity set-up and organizational structure
  • Franchise consulting
  • Wealth and succession planning
  • Operational and process improvement
  • Management consulting
  • Ownership transfer planning (buy-ins/buyouts)

Audit & Assurance


  • Statutory accounting
  • Consulting
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