It is our mission to assist our clients in their overall Financial success.  Our experience has proven to illustrate that not all of our clients have an understanding of the importance of Personal and Business Insurance.  Our Professional Bookkeepers are well informed in those areas, and they are trained to answer the most important questions regarding insurance, however; we have specific Partners that we work with when it comes to providing our clients with the highest level of expertise.

Our Partners have proven over and over again, that they are more than adequate to evaluate our client's needs, and prepare a plan of action to make sure the proper protection is in place.  We consider Insurance a major factor in the wealth and stability of any Business, Business Partners, Executives, Employees, and individuals.  The most common Insurances that our Partners offer are listed below:

• Life
• Disability
• Health
• Long Term Care
• Annuities
• Umbrella
• Product Liability
• Auto
• Property & Casualty

Even though there are certain Insurances that are mandated by Local, City, State, and Federal authorities, there are many other Insurances available that provide additional benefits to you as a business owner and operator. Our experience is that when our clients have a private discussion with our Insurance Partners, they end up leaving the conversation much more informed than before they engaged in a Q&A. 

We stand behind the select Insurance Agents that we Partner with because of the track record we have built over many years of trust and dedication.  We have served our clients well over the years, and that is why we treasure the relationships we have established with our Partners.  We are very confident of their ability to get proper protection for our clients.  We encourage conversations among the business owner and the Professional Insurance Agent and/or Broker because we value our Partner's opinions and recommendations.  As we do with all of our Partners, we hold them to the same standards as our Professional Bookkeepers.

Our business depends on a high standard of ethical behavior and conduct.  That is why we hand select our Partners based on our proven success in the Bookkeeping business.  We are proud of our Partners, and that is why we stand behind their recommendations.  They have a fantastic track record with our clients, and we find that to be a valuable asset to us.

The Welfare of our clients are the common thread that bind our Partners and Capri Associates, LLC.  We cannot be experts in everything, but we can Partner with experts that we are able to trust.  We work hard on our relationships with our clients, and we work just as hard on our relationships with our Insurance Partners.