Bookkeeping Services for Insurance Agency Professionals
& Advanced Financial Analysis
The Bookkeeping Asset offers fully customizable packages for our clients so that they can get the support they need to thrive. Each of these packages can be customized to your needs!
Basic
- Monthly recording and classifying of financial transactions
- Monthly bank reconciliations
- Record and depreciate fixed assets
- Proactive guidance
- Email support
- Financial reporting (income statement, balance sheet, and cash flow statement)
- Quarterly video analysis of your financial reports
- Up to 1-hour of support, meeting, and consultation per quarter
- Software integration with EZLynx (optional)
Standard
- Monthly recording and classifying of financial transactions
- Monthly bank reconciliations
- Record and depreciate fixed assets
- Proactive guidance
- Email support
- Financial reporting (income statement, balance sheet, and cash flow statement)
- Monthly video analysis of your financial reports
- Up to 1-hour of support, meeting, and consultation per month
- Software integration with EZLynx (optional)
- Three business day response time
Premium
- Monthly recording and classifying of financial transactions
- Monthly bank reconciliations
- Record and depreciate fixed assets
- Proactive guidance
- Email support
- Financial reporting (income statement, balance sheet, and cash flow statement)
- Monthly video analysis of your financial reports
- Up to 2-hours of support, meeting, and consultation per month
- Software integration with EZLynx (optional)
- Two business day response time
Want to fully customize your insurance agency's bookkeeping package?
Book a call, and we'll create a customized quote for you!
Additional Services
Making sure your vendors and contractors are paid on time is essential! Let us optimize your bill payment schedule and ensure you never miss a payment with our accounts payable services.
Need help setting up QuickBooks Online? We can help you get set up in the software and learn to utilize it effectively.
Did you know that getting your books cleaned up for tax purposes only limits the usefulness of your financial data? Working with us on clean up not only saves you time and money at your tax preparers’ office, it also gives you actionable data that you can use to grow your business.
Behind on your books? Let us help you get caught up once and for all and establish a system that works for you so that you don’t get behind ever again.
No matter how valid a business expense may be, you may need to have a copy of your receipt in order to actually deduct it if you’re audited. We make sure you maximize deductions by keeping your receipts clean and organized at all times. If you’re ever audited, you’ll be so glad you opted for this service!
Did you know that 49% of employees start looking for a different job after just two payroll mistakes? Make sure it’s done correctly by outsourcing it to a pro! We partner with the best payroll service providers to ensure timely and accurate payroll for our clients.