About - The Bookkeeping Asset

Insurance Agency Bookkeeping that Goes Beyond Compliance

The Bookkeeping Asset was founded by Martha Cressy, an experienced bookkeeping professional with more than 18 years of experience in the insurance industry. During her career in the insurance agency, Martha realized how much work goes into managing the core accounting functions of an insurance agency and how many agents were missing out on key strategies for growth simply because they didn’t have time to manage their books or weren’t able to fully integrate their accounting system with the software they used for their business.

So, Martha set out on a mission to change that and help insurance agents finally take control of their books once and for all! Together with her team, Martha helps insurance agency owners and independent agents not only maintain compliance and have an easy tax season but also use their financial data to their advantage.

Meet Our Team

The Bookkeeping Asset sees financial data as a tool for growth, and we help our clients leverage that tool by helping them understand exactly what their data means and by supporting them in making key business decisions. In short, we fundamentally transform how our insurance clients do business by giving them a clear vision of where they stand now and what’s next in their business from a financial standpoint

Ready to Stop worrying about bookkeeping and start prioritizing your growth?

Hi, I’m Julie! I spent many years in other careers and through that, I always thought bookkeeping would be a good fit for me. The pandemic provided me the opportunity to launch a new career as a bookkeeper and I was lucky enough to meet Martha along the way. I love helping small business owners get or keep their books in order. It takes a huge weight off their shoulders to know their books are in good hands while allowing me to get my fix of organizing and keeping an eye on details.

I live in the beautiful Pacific Northwest and love to spend time in nature whenever I can. If I’m not outdoors, you’ll find me at home cooking or planning/organizing my life and next adventures!

Hi, I’m Kimberly! I have a strong background in processing and reconciling commissions. I’m passionate about helping insurance agents maintain organized financial records and giving them valuable insights into their commissions. I take great pride in going above and beyond to resolve commission issues, ultimately providing agents with the accuracy and support they need to focus on growing their business.

I live in Georgia and when I’m not busy taking kids to and from activities, I enjoy reading, volunteering, and experimenting in the kitchen in search of a new secret family recipe!

Hi, I’m Sarah! Growing up in a family of small business owners, I saw how overwhelming finances can be when you’re focused on running and growing a business. That experience led me to bookkeeping, where I combine my love for numbers and building systems with my passion for helping entrepreneurs succeed. My goal is to simplify bookkeeping for business owners by keeping their financials organized and up to date, so they can understand their finances and focus on what matters most—growing their business.

I live in Missouri and am a proud mom of three boys. I enjoy spending time at their sporting events and love being outdoors. I also enjoy baking, trying new recipes, and spending quality time with my family.

Hi, I’m Natasha! I have over 20 years of accounting and bookkeeping experience and a strong background in organization, accuracy, and problem-solving. I’m passionate about helping insurance agents and small business owners keep their books in order and providing the dependable support they need for peace of mind.

I live in Ohio where my husband and I recently purchased an old farmhouse on 10 acres, where we’re creating a home for our 3 kids, growing food, and planning to raise chickens. I also enjoy spending time outdoors, photography, and making jewelry.

How it Works

Discovery

We’ll meet virtually to talk about how your bookkeeping journey has gone so far, what concerns you are looking to address, and whether or not we’d be a great fit to work together.

Diagnostic

Next, you’ll provide access to your books for us to review. During this process, we’ll outline our findings and concerns and what needs to happen to get your books up to date. Using this information, we’ll create a customized proposal for services that meets your unique needs and overall business goals.

Onboard

Once you accept our proposal, the journey to clean and easy bookkeeping begins! We’ll immediately schedule an onboarding meeting where we’ll make the transition to working with us simple! On this call, we’ll set expectations and timelines, answer questions, provide a checklist of what’s next, and cover everything we need from you.

Clean Up & Catch Up

After you’ve completed your onboarding and provided access to your software, we’ll get right to work! Expect to answer a few questions through our client portal during this time to ensure we get everything established in a timely manner.

Grow & Thrive

Now that your clean up process is complete, we’ll set the stage for your business to grow and thrive! That means setting up a totally unique and optimized bookkeeping process for your business, providing continuous, ongoing support, and creating helpful videos reviewing and analyzing your business after every period. That means you’ll always know exactly how your money is flowing and feel confident in every decision you make!