Here's how we'll transform your
financial landscape:
Free Yourself
from the Grind
Stop wrestling with spreadsheets and reports. We'll handle the day-to-day accounting, freeing you to focus on building relationships and closing deals. (Just ask Jason Massey, our Applied Epic guru who cut his teeth at Amex. He'll tell you the same thing!)
Unlock Strategic
Insights
We don't just crunch numbers. We turn them into actionable insights that fuel smarter decision-making. Imagine having a clear roadmap to growth, backed by data you can trust.
Scale with
Confidence
Our services are built to grow alongside your agency. No matter how big your dreams get, we'll have the financial management expertise to support them.
Stop letting accounting hold you back. Partner with Insurance Accountants and unlock your agency's full growth potential.
Unlike generic accounting firms, we speak fluent "insurance." We understand the intricacies of Applied Epic, the challenges of commission structures, and the ever-shifting regulatory landscape. Our team, led by insurance accounting veteran Jason Massey (who cut his teeth at Amex!), has the experience and expertise to untangle your accounting web and free you to focus on what matters most: growing your agency.
Schedule a free consultation today! Let's chat about your unique needs and show you how Insurance Accountants can be your secret weapon for success.
Professional Accounting Services Tailored
to Your Agency's Needs
Level 1
Core Insurance Accounting
Agency Integration, Direct Bill Policy and Commission Management
- Direct Bill Policy and Commission Suspense Management
- Reconcile and Record Direct Bill Commissions
- Issue Monthly Producer Commission Statements
- Book Breakdown by Carrier and Producer
- Analyze Books for Strategic Growth
- Record Bonus Statements by Carrier Where Applicable
Level 2
Agency Billing Powerhouse
Agency Billing Integration
- All Services from Level 1
- Agency Billing Integration
- Create Client Invoices, Collect Client Premiums Due and Pay Carrier Invoices
- Agency Billing A/R Weekly Reporting for Outstanding Balances
- Reconcile Accounts Receivable (including commission reconciliation)
- Correspond with Carriers on Agency Billing Matters
Level 3
Financial Command Center
Comprehensive Financial Management
- All Services from Level 2
- General Ledger Recording of Payroll Activities
- Accounts Payable Services/Pay Vendor Invoices
- Full Accounting Cycle Services Provided
- Analyze Transactions
- Prepare and Record Journal Entries
- Monthly Balance Sheet and P&L
- Account Reconciling (Bank, A/R, A/P)
- Prepare Unadjusted Trial Balance
- Book Adjusting Journal Entries
- Prepare Financial Statement
- Closing Entries
- Variance Reporting
Optional
Add-Ons
Tailoring Services to Your Unique Needs
- Payroll processing and management ($300 per Month + Paylocity Fees)
- Tax preparation & planning (variable based on hours)
- Auditing services (variable based on hours)
- Forecasting (variable based on hours)
*Our variable services are available at a cost of $150 per hour.
Don't Just Take Our Word For It
Schedule a free consultation today and see how Insurance Accountants
can transform your financial landscape.