Ensuring a Sense of Peace
...by Serving as Your Resource
for Insurance Agency Accounting
Meeting our Clients Where They Are, Working with Them to Support their Mission
We expertly navigate the numbers, translating them with clarity and transparency to support you
– our Agency Client – in pursuit of your life and business goals. Our caring service grants you the
peace of mind to prioritize your time and efforts with confidence.
What We Do
Direct Bill
Recording
Recording, importing, or processing commissions in suspense for direct bill transactions, reconciling them to income and cash received.
Operations /
Agency Bill
Update your General Ledger to reflect monthly bank activity, entering deposits and preparing disbursements on your behalf.
Touch Base /
Team Pulse Meetings
Regular Touch Base/Team Pulse Meetings with our Client-Centric team to keep you informed, answer your questions, and keep us all moving forward together.
Month
End
Initiate your default month and process close items (Balance Sheet cash accounts; Direct Bill reconciliations; Agency Bill reports).
Year
End
Provide Agency Management System reports to your tax preparer, ensuring that your year ends smoothly.
Payroll
Entries
Enter corresponding payroll entries into the General Ledger of your Agency Management System, keeping your General Ledger up to date.
