Entries by theroundtablefirm

Paperless Tax Prep Businesses: Lucrative, Convenient and Risky

Tax season is here! As a tax professional, in a competitive world surging with online, self-service preparation options, you must be accurate, fast, and efficient to gain clients. In a quest to meet these demands, tax professionals are super reliant on technological tools, from online document management and Cloud storage to Apps and tax preparation […]

5 Reasons Your Business Needs an Independent Insurance Agent

So, you’ve decided to get your business insured. Not knowing where to start, you do a quick internet search for “business insurance”. Millions of results pop up, and you’re visually drawn to the bright colored, large font ads beckoning you to click for a “QUICK QUOTE TODAY”. You’ve taken a while to decide to shop […]

Make Insurance Part of Your 2021 Business Strategy – Part 2

Welcome back! In our last blog post we began to discuss some ways you should include insurance in your 2021 Business Strategy. We discussed covering your plan for both product or service changes and business growth, as well as protecting your current and planned assets. In this second part of the series, we’ll consider two […]

Make Insurance Part of Your 2021 Business Strategy

2021 is here! The much-anticipated new year has arrived and you, as a business owner, are surely working your way to achieving the goals you’ve set this year. While you strategized your plans for the year, did you factor your business insurance into the strategy? Business insurance should be a part of the plan. Having […]

Catering Insurance: Think Location, Location, Location!

Location is one of the first decisions any caterer must face. Specifically, where will the prep work be done? Where will the cooking take place? Where will the preparations and cooking be finished if they are not completed at the original location? Where will the food be served? The answers to each of those questions […]

Currently Working Remotely? Here‘s What You Need to Know

2020 has become the year of the remote worker, courtesy of the coronavirus pandemic. Is your business one of the many that has transitioned to remote operations? Have you considered how that change affects your insurance liabilities as a business owner? Your Roundtable Insurance Agent can help you reassess your risk picture. Managing a remote […]