financial security

Who We Are

Rosemary A. Lambert, CPA, PA specializes in providing secure financial services to independent insurance agencies in North and South Carolina. With more than 20 years of experience, we ensure the safety, accuracy and timeliness of your businesses’ financial data. Our number one objective is to achieve our client’s financial goals and provide them with peace of mind in their business.


Owned and operated by Rosemary A. Lambert (NC CPA #30110), our firm focuses on the needs of our clients. Having worked with agencies ranging in sales of $200,000 to $1 billion there is no client too big or small. Our clients’ goals remain the forefront of how we do business, and we will work with you to tailor a plan that best meets your businesses’ financial objectives.


Our Services

Rosemary A. Lambert, CPA, PA serves large and small independent insurance agencies with one or multiple locations in North and South Carolina.



What Our Clients Say

Don’t take our word for it, read what our valued clients say about our services.




Contact Us

Our mission is to serve you and your agency. Call us today for more information or to receive a complimentary business consultation.