Client Feature: Accountfully

Whether our clients need home insurance, health insurance, auto insurance, commercial insurance, or marine insurance, our agents work to find policies that meet their needs and fit their budgets. As an independent insurance agency, we have the privilege of getting to know our clients. We spend time building relationships with them in an effort to understand their situation and offer them meaningful advice.

We take great pride in the work we do and the ways we keep our clients, their families, their businesses, and their investments protected from everything life throws their way. From time to time, we like to share their stories. This week we feature Accountfully, one of our favorite local businesses.

Accountfully is far cry from a traditional bookkeeper or accountant. Modern and attentive, their team works with business owners to help them address their immediate needs and to plan for future growth. Through Accountfully’s tailored blend of financial expertise and smart execution, they have helped countless businesses grow and thrive.

Owning a business is no small task, which is why we were happy to help Accountfully secure the various policies they needed to be covered and protected. We’ve been working with them since 2012 on the commercial side of things and helped them select several policies including general liability, professional liability, commercial property, worker’s compensation and cyber liability. You may also see them cruising around Charleston in their Accountfully golf cart—we helped them with auto insurance for that as well.

Our clients’ success is our success, which is why we work tirelessly to make sure they are always covered and protected.