About Us
Why Partner with Us
Applied Epic Experts
We speak fluent Epic, ensuring a smooth and efficient workflow.
Accurate & Timely Reports
Get a clear picture of your agency's health with reports tailored to your needs.
Focus on Growth
Free up your time by letting us handle the accounting burden.
Trusted Partner
We're here to support your success every step of the way.
We're confident we can help you achieve financial excellence.
Tailored Solutions for Applied Epic Agencies
If you are using Applied Epic, we free you up to focus on what matters - growing your agency. Our services can help you with your bookkeeping needs and deliver accurate and timely financial reports, giving you clear insights into your agency's performance and finances.
We seamlessly integrate with your Epic system, working as if we were part of your team. This ensures smooth collaboration and efficient workflow, making us an extension of your operations. All you need to do is provide us with an Epic license, and we will set up a clear operational workflow that specifies how we will handle each accounting task.
Insurance Agency Accounting and Bookkeeping is your trusted partner for streamlining your financial operations and ensuring accuracy, compliance, and growth. Let's work together towards financial excellence.
JASON MASSEY
Vice President of Finance and Accounting
With 10 years of experience as a Financial Controller for American Express, for their North and South America Global Network Services Segment, Jason directed banking and financial services accounting operations and was responsible for full-cycle financial statement preparation and segment reporting. Another 7 years of experience with public accounting, governmental audits, preparing quarterly financial statements, conducting management reporting, and providing strategic financial analysis means he's a seasoned professional with 17 years of comprehensive experience in finance and accounting. He has a proven track record of success in both public and corporate accounting and brings deep expertise in financial reporting, analysis, and strategic planning to our firm.
Our Team
You built your insurance agency on passion and expertise. But there's a constant roadblock: accounting. Between regulations changing and generating reports, accounting can feel like a tangled web, keeping you from achieving your agency's full potential. That's where Insurance Accountants comes in.
We're not your average accountants, but a team of insurance industry veterans just like you. We understand the unique challenges independent agents face because we've been there. With a combined background spanning various industries and specializations, we offer services designed specifically for independent agencies and Applied Epic users. Think of us as your trusted guide, ready to untangle the complexities of insurance accounting and set you on the path to success. We work collaboratively to provide comprehensive accounting solutions tailored to your unique requirements.