Insurance Agency Accounting & Bookkeeping by Experienced Accounting Professionals

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.

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.

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.

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.

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