NAICS UNIVERSITY · Free research for insurance agents
Other Accounting Services
NAICS 541219 · United States · 2022 edition
This U.S. industry comprises establishments (except offices of CPAs) engaged in providing accounting services (except tax return preparation services only or payroll services only). These establishments may also provide tax PROFESSIONAL, SCIENTIFIC, AND TECHNICAL SERVICES 459 return preparation or payroll services. Accountant (except CPA) offices, bookkeeper offices, and billing offices are included in this industry.
Start with the work promised to the client.
For Other Accounting Services, clarify the services, contracts and consequences of an error. Review professional liability (e&o), cyber liability, premises liability. Confirm which professional activities and additional services the proposed coverage actually addresses.
Questions to ask
- What specific services does the firm provide — bookkeeping only, payroll, tax preparation, financial statement preparation, or others?
- Does the firm hold signing authority or have direct access to client bank accounts, payment systems, or payroll platforms?
- How many active clients does the firm serve, and is revenue concentrated with a small number of large clients?
- What accounting software and cloud platforms are used, and what cybersecurity controls are in place?
- Are any services provided that could be characterized as financial advice, investment guidance, or securities-related activity?
- Has the firm had any prior E&O claims, client disputes, or professional complaints?
- Are any principals or employees working remotely or from home offices?
- Does the firm carry a fidelity bond or have any existing crime coverage in place?
Activities described by this code
Other activities to examine
Census classification reference
For educational purposes only. AI-generated insurance research and automated logic can contain errors. Independently verify classification and coverage decisions.
Compare another operationInsurance operations research — draft
Non-CPA accounting and bookkeeping establishments typically handle day-to-day financial recordkeeping, accounts payable and receivable, payroll processing, bank reconciliations, financial statement preparation, and billing services for small-business clients. Some also prepare tax returns or provide financial consulting. Work is largely office-based or performed remotely via cloud accounting platforms, with limited client premises visits.
Questions to investigate
- What specific services does the firm provide — bookkeeping only, payroll, tax preparation, financial statement preparation, or others?
- Does the firm hold signing authority or have direct access to client bank accounts, payment systems, or payroll platforms?
- How many active clients does the firm serve, and is revenue concentrated with a small number of large clients?
- What accounting software and cloud platforms are used, and what cybersecurity controls are in place?
This insurance research was generated in April 2026. It has not received a complete human review. The October 12, 2026 audit checked codes and titles only, not descriptions or coverage assertions.