1229 S G Ave Bldg A, Nevada, IA 50201     Mon-Fri 8:30-5 CST     515-382-2389

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.

Who We Are What We Do

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.

View All Of Our Services

Events

Colo-Nesco High School Job Fair

Colo-Nesco High School job fair, Friday May 3, 2024 919 West St, Colo, IA 50056

APPLIED|NET 2024

Gaylord Opryland Resort and Convention Center, Nashville, TN – come visit us at booth 440!

View More Events

Testimonials

  • I enthusiastically recommend EQP! for bookkeeping/consulting services.

    - Certified Public Accountant
    CPA Firm, Des Moines, Iowa

  • Contracting EQP! was the best business decision I made…

    - Agency Owner
    Iowa Agency

  • Equipoise is a great service. These ladies are fantastic to work with. Myself being new to Insurance accounting, and they are always extremely helpful and efficient when I have questions. Our books have never looked better.

    - Operations Manager
    Iowa Agency

  • Our agency loves working with Elisa and Equipoise Accounting & Finance Professionals, LLC! Three years ago our agency found ourselves in a bind when our bookkeeper quit without notice. The call we made to EQP! was a blessing. They stepped in and dug us out of a mess. They are a very professional group to work with and have made our lives so much easier. Their knowledge and confidentiality is refreshing. Elisa is always willing to lend a helping hand when we mess up! I couldn’t make it through year end without them!! I wouldn’t trust anyone else to handle our books.

    - Operations Manager
    North Carolina Agency

  • Our agency had the opportunity to work with EQP! while our accounting person was out on medical leave. The services they provided kept our accounting department up and running and we do recommend their business to anyone who has an accounting need. Penelle Strum was our main contact and was always available when needed – very professional. If ever the opportunity should ever arise again, we would not hesitate to call on them.

    - President
    Virginia Agency

  • I have been very pleased with our decision to contract a portion of our accounting to Equipoise Accounting & Finance. You do a great job recording our agency’s direct bill commissions to our customer accounts and reconciling them to the payment received from the insurance companies. I now have time to devote to some areas of management. Great job!

    - Operations Manager
    Georgia Agency

  • We hired EQP! when our agency controller spent 3 weeks in Europe. Elisa’s ability to seamlessly replace our controller for the accounting needs of our organization was impressive. While there are usually a few “kinks” when we outsource or temporarily replace members of our organization, Elisa’s work within our systems was no hassle whatsoever. Her work is very much appreciated, and I’d recommend her to any agency looking for outsourced accounting.

    - Chief Operating Officer
    Texas Agency

  • Elisa provided accounting assistance to our insurance agency prior to my current agency position and now I have engaged her firm again. She has been great to work with and I highly recommend using Elisa and EQP! if you need help with agency accounting and systems administration.

    - Senior Vice President
    Iowa Agency