Insurance Agency Bookkeeping
& Advanced Financial Analysis
Bookkeeping for insurance agencies can be a challenge.
We're here to make it easy!
Our team of bookkeeping experts specialize in integrating EZlynx with QuickBooks Online so that you don’t have to struggle. Additionally, we’re able to help captive and independent insurance agencies with different insurance agency management software utilize QuickBooks Online.
Managing staff, prioritizing your clients’ needs, and running a business all at the same time means juggling a lot at once. We help you optimize your insurance agency by giving you clear and actionable financials that enable you to focus on growth. Best of all, we help you regain valuable time that you can spend growing your agency!
Our team has years of experience in the insurance industry and understands exactly what independent insurance agents and agencies need to succeed. We’re up-to-date with the latest tech and can help you develop a bookkeeping process unique to your agency’s needs. Plus, we’ll have a lot of fun doing it together!
Client payments should never be categorized as income and need to be appropriately documented to clearly show payments received and owed for direct billed and agency billed carriers. We help you see this information clearly by ensuring that you have a separate bank account and that all payments are documented appropriately
Buying a book of business is one of the top ways to scale your agency fast, but financing these books of business can be a challenge. This strategy requires a large upfront investment, and while financing is available, you’ll need crystal clear financials to show your lenders that they can trust their investment in you. We make it easy by putting together these financials for you and packaging them in a way that is attractive and assuring to potential lenders!
Many of our clients dream of a life after their insurance agency, and we’re here to help them achieve that dream! If you’re thinking of selling someday, the best time to start preparing is right now! Having accurate and clear books will boost the value of your business and ensure that you get the most out of your investment in growing it!
Insurance Agency Accounting Made Easy!
The Bookkeeping Asset is a premium service provider for insurance agents who want to say goodbye to the struggle of bookkeeping and hello to crystal clear financials and a stress-free tax season!
We make accounting not only easy but useful. When you have access to clear and accurate financial data, it (literally) pays off! Not only will you boost your profits by regaining valuable time you need to focus on your business, you’ll also be able to make confident decisions backed by solid data that will help your agency grow faster and stronger.
We’ll also help you save money at tax season by tracking every single deduction and giving clean financials directly to your CPA or tax pro so that you never pay for costly clean up fees again.
Our agents are ambitious, and so are we. We provide a clear vision of your agency’s finances and help you strategize your next moves so that you win bigger and more often.
Want to know how it works? Schedule a Free Discovery Call!
Hi, I'm Martha!
I’m a bookkeeping specialist, mom, and entrepreneur who spent 18 years in the insurance industry prior to founding The Bookkeeping Asset. In my role at a large insurance agency, I realized how many agents and small agencies were struggling to keep track of their bookkeeping, much less use that data to grow their business.
I knew I had to do something to help! Equipped with years of insurance industry experience, I set out to grow a team of specialized bookkeeping experts who can help alleviate the stress of bookkeeping while providing high level insights that insurance agencies need to grow and thrive.
I strive for excellence in everything that I do, and our company culture reflects that. My team members and I are dedicated to providing the highest level of service possible to our clients. We do this by ensuring that your books are always up to date and by going beyond basic data entry and actually strategizing our clients’ growth. We consider ourselves a member of your team!
Hi, I'm Martha!
I’m a bookkeeping specialist, mom, and entrepreneur who spent 18 years in the insurance industry prior to founding The Bookkeeping Asset. In my role at a large insurance agency, I realized how many agents and small agencies were struggling to keep track of their bookkeeping, much less use that data to grow their business.
I knew I had to do something to help! Equipped with years of insurance industry experience, I set out to grow a team of specialized bookkeeping experts who can help alleviate the stress of bookkeeping while providing high level insights that insurance agencies need to grow and thrive.
I strive for excellence in everything that I do, and our company culture reflects that. My team members and I are dedicated to providing the highest level of service possible to our clients. We do this by ensuring that your books are always up to date and by going beyond basic data entry and actually strategizing our clients’ growth. We consider ourselves a member of your team!
Why Work With Us?
We're Insurance Bookkeeping Experts
Our team is specialized and trained to support the unique needs of insurance agencies and independent insurance agents.
We Support Insurance Agency
Accounting Software
We specialize in EZLynx and help make it possible to integrate other agency management systems with QuickBooks Online
We Help Insurance Agencies
Scale, Expand, and Sell
We’re all about maximizing your profits and helping you scale up while you’re running your business and increase your valuation in case you decide to sell.
Bookkeeping for Insurance Agency Professionals
- Monthly Bookkeeping
- Accounting Set-Up
- Historical Clean-Up
- Bookkeeping Catch-Up
- EZ Lynx Integration
- Payroll Support
- Diagnostic Review