CAMICO Policyholder Testimonial - Rob Greulich, CPA, MST
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Category Selection:
Select any categories from those you have selected for your main listing. If you wish to include more categories, add them to your main listing first and after doing so, they will appear below.
Is your company a CPA Firm? *
CPA Firm
211
CPA Firm
211
Industries Served *
Industries
0
Agriculture
0
Cannabis
0
Construction
0
Dealership
0
Education
0
Show More (20)
Energy/Utilities
0
Entertainment/Sports/Gaming
0
Financial Services
0
Franchising
0
Government
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Hospitality/Restaurants
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Retail
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Technology
0
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0
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Show Less (20)
Business Services *
Information Technology
50
Disaster Recovery
4
IT Services
27
Cybersecurity
16
Business Intelligence
1
Secure File Sharing
3
Show More (2)
Cloud Hosting
9
Software Support
5
Show Less (2)
Insurance
11
Hospital Indemnity Insurance
1
Health/Dental Insurance
4
Disability Insurance
0
Accidental Death and Dismemberment Insurance
1
Pet Insurance
1
Show More (7)
Life insurance
2
Cyber Insurance
4
Long-Term Care Insurance
1
Automobile Insurance
2
Liability Insurance
2
Title Insurance
0
Business Overhead Insurance
1
Show Less (7)
Consulting/Advisory
30
Practice Growth
5
Mergers & Acquisitions
16
Succession Planning
11
Telecommunications Consulting
3
Consulting Services
6
Human Resources
70
Payroll
45
Talent Acquisition
8
Outsourced HR
31
Software
53
Practice Management Software
3
Audit Software
1
Tax Software
11
Sales Tax Automation
1
Billing Software
2
Show More (9)
Lease Accounting Software
1
Payment Software
4
Workflow Software
13
Data Analytics
3
Time Tracking Software
1
Document Management
6
Accounting Software
13
Bookkeeping Software
5
Expense Management Software
3
Show Less (9)
Real Estate
3
Commercial Office Space
3
Business Services
17
Beneficial Ownership Information (BOI) Filing
0
Office Supplies
1
PR Services
1
CPA Firm Marketing
8
Small Business Services
7
Association/Alliance
5
CPA Firm Alliance
2
Trade Association
3
Membership Association
1
Finance & Accounting *
Accounting
255
Auditing
52
Peer Review
1
Outsourced CFO/Controller
35
Forensic Accounting
17
Bookkeeping Services
105
Show More (2)
Accounting Services
200
Business Valuation
13
Show Less (2)
Wealth & Investments
105
Financial Planning
49
1031 Exchanges
5
Investment Management
61
Retirement Planning
31
Banking
51
Merchant Services
3
Banking Services
36
Mortgage Services
8
Business Funding
10
Advisory
119
QuickBooks Consulting
40
Litigation Support Services
14
Bankruptcy/Reorganization
2
Business Consulting
85
Divorce/Matrimonial Services
9
Tax
226
Estate Planning/Estate Taxes
58
Business Tax Planning/Preparation
165
Tax Incentives
11
Individual Tax Planning/Preparation
191
Legal *
Business Law
89
Intellectual Property
3
Startup Law
3
Tax Law
17
Insurance Claims
2
Construction Law
2
Show More (7)
Patent Law
3
Healthcare Law
1
Environmental Law
1
Corporate Law
51
Real Estate
3
Copyright/Trademark Law
3
Community Association Law
1
Show Less (7)
Family Law
8
Disability Law
0
Elder Law
2
Divorce
1
Family Law
5
Litigation
17
Business Litigation
2
Personal Injury
5
Insurance Litigation
1
Civil Litigation
1
Criminal Defense
3
Show More (4)
Medical Malpractice
0
Casualty Litigation
0
Professional Liability
1
Bankruptcy
4
Show Less (4)
Employment Law
8
Employment Law
7
Workers' Compensation Law
1
Workplace Safety
0
Estate Planning
12
Estate Planning
8
Wills & Trusts
1
Tax Planning
2
Trusts and Estates
3
Education & Learning *
Continuing Education & Training
3
CPE provider
3
Higher Education
2
Advanced degree program
2
Undergraduate studies
0
Credentials and Licensing
1
Professional Credentials
1
Exam Prep
4
CPA Exam
4
Lifestyle & Misc *
News & Publications
6
Industry News
4
Industry Publications
4
Misc/Other
3
Shopping Discount Program
2
Utilities
1
Travel & Entertainment
7
Travel
5
Entertainment
3
2
3
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After being a longtime policyholder with a different insurance carrier, managing shareholder Robert Greulich shares why he confidently switched to CAMICO and on the upgrades he's appreciated, such as personable and responsive customer service and easy access to CPA-specific resources.
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