Main Line: 651.333.3369  I  Email Us: info@carlsonsv.com

Insurance

Insurance companies were founded on trust. The insurers who helped farmers and small business owners manage risk were also their neighbors in rural America. Together, they contributed to thriving communities. CarlsonSV is part of that tradition, and our team services the changing needs of the industry.

Like you, we are responsive to our clients. We stay informed on complex regulations, compliance issues and industry trends to help you assess and manage risk. While much of our work is compliance focused, we also guide discussions about reinsurance, mergers and affiliations, financial reporting and corporate governance.

Our understanding of the insurance marketplace extends to insurance agencies. We offer full-service insurance accounting, tax and small business advisory services to agencies so they can focus on serving their customers.

Our services are personalized for your needs and may include:

  • Accounting and financial reporting
  • Audits, reviews, compilations and agreed-upon procedures
  • Annual statement support and preparation
  • General business advisory
  • Investment accounting and reporting
  • Merger and affiliation support
  • Payroll and bookkeeping services
  • Tax return preparation and filings
Person signing insurance documents
Insurance agent meeting with older woman

Your Key Contact

Margo A. Rosen, CPA, CGMA, Leader

Margo A. Rosen, CPA, CGMA

Managing Partner