Services for Independent Insurance Agencies Using EZLynx
The Bookkeeping Asset offers bookkeeping tailored to agencies using EZLynx! Our services go beyond basic bookkeeping to fully integrate your software and support confident decision making.
Services for Independent Insurance Agencies Using EZLynx
The Bookkeeping Asset offers bookkeeping tailored to agencies using EZLynx! Our services go beyond basic bookkeeping to fully integrate your software and support confident decision making.
It all starts with seamless integration.
We oversee, troubleshoot, and reconcile your EZLynx integration so your financials stay accurate.
Because EZLynx syncs every posted transaction into QuickBooks, not all system generated entries reflect what actually happened in your business. We review, validate, and adjust entries so your financials are accurate and consistent. This includes:
- Reconciling the six core EZLynx to QuickBooks accounts, including accounts receivable, company payables, undeposited funds, direct bill payments, unapplied cash, and direct bill receivable.
- Adjusting income, commission expense, and internal commission payable when EZLynx creates entries that do not align with your actual producer compensation timing
- Preventing overstated commission expense when payroll journal entries duplicate EZL synced activity
- Correcting commission chargebacks so income is reported properly and the chargeback is recorded as an expense
- Troubleshooting sync issues and mapping errors
- Ensuring all EZL based accounting activity is correctly reflected in QuickBooks
Monthly Bookkeeping with EZLynx
Our bookkeeping packages are designed for independent insurance agencies using EZLynx and QuickBooks Online. Each package includes our specialized monthly bookkeeping process: accurate transaction recording, bank and loan reconciliations, EZLynx/QBO reconciliation, agency bill and direct bill oversight, retained commission reporting, and proactive guidance.
The difference between packages is the level of reporting speed, review support, workflow support, and response time your agency needs.
Core Bookkeeping
Specialized monthly bookkeeping for EZLynx agencies that need accurate books, clean reconciliations, and dependable monthly reporting.
Monthly Bookkeeping
- Monthly transaction classification and recording
- Bank, credit card, and loan reconciliations
- Financial reports by the 25th
EZLynx & QBO Reconciliation
- EZLynx to QuickBooks Online reconciliation
- Six core EZLynx account reconciliations
Agency Bill + Direct Bill Oversight
- Direct bill sweep/deposit discrepancy review
- Bi-weekly Accounts Receivable and Company Payables Updates
- Retained Commission report
Guidance + Support
- Proactive bookkeeping guidance
- 3 months of EZLynx onboarding workflow support
- Workflow resources
- 3 day business response time
Advanced
For agencies that want the full Core bookkeeping service with faster reporting and added review touchpoints.
Everything in Core plus:
- Financial statements delivered by the 20th
- Semi-annual financial walkthrough videos
- Annual check-in call
- 6 months of EZLynx onboarding workflow support
Premium
For agencies that want the highest level of reporting speed, review support, and responsiveness.
Everything in Advanced plus:
- Financial reports by the 15th
- Quarterly financial walkthrough videos
- Semi-annual check-in call
- 12 months of EZLynx onboarding workflow support
- 2 business day response time
EZLynx Commission Processing & Reconciliation.
Accurate. Clear. Fully aligned with your agency’s system of record.
Independent insurance agencies rely on clean, dependable commission data, but carrier statements and EZLynx reporting don’t always make that easy. We help you stay ahead of the chaos by processing your monthly commissions directly in EZLynx, reconciling carrier statements, and delivering clear, agency-ready reporting every month. Our approach blends technical accuracy with a calm, supportive experience. You get clarity, consistency, and a process that finally makes sense. What’s included:
Monthly Commission Processing:
- Uploading and processing carrier commission statements
- Reconciling commission activity inside EZLynx
- Identifying missing statements or missing policies
- Match commission statements to deposits
- Identify discrepancies between EZLynx reporting and actual funds received
- Apply chargebacks so income reports correctly
- Matching to policy and rule data
Monthly Reporting:
- Producer commission statements
- Agency summary report with agency insights
Support & Clarification
- Up to 30 minutes each month for clarifications and minor rule edits with agency principal.
- Straightforward explanations of EZLynx behavior and payout outcomes.
Monthly Commission Processing:
- Uploading and processing carrier commission statements
- Reconciling commission activity inside EZLynx
- Identifying missing statements or missing policies
- Match commission statements to deposits
- Identify discrepancies between EZLynx reporting and actual funds received
- Apply chargebacks so income reports correctly
Monthly Reporting:
- Producer commission statements
- Agency summary report with agency insights
Support & Clarification
- Up to 30 minutes each month for clarifications and minor rule edits with agency principal.
- Straightforward explanations of EZLynx behavior and payout outcomes.
Additional Services
Need help setting up QuickBooks Online or integrating it with EZLynx? We can help you get set up in the software and learn to utilize it effectively.
Did you know retained commission can be one of the easiest places for agency revenue to get muddy? Our Retained Commission Report helps you better understand what was earned, what was retained, and what still needs attention so your financials reflect the real story of your agency’s revenue.
Your commission setup directly impacts how clearly you can track agency income. We help set up your commissions in a way that supports cleaner reporting, fewer manual fixes, and better visibility into what your agency is actually earning.
When EZLynx and QuickBooks Online are not working together cleanly, your reports can become confusing fast. Our EZLynx/QBO Clean-up helps correct setup issues, clean up inaccurate data, and create a stronger foundation for reliable financial reporting.
Your systems are only useful if your team knows how to use them well. Our training and operational consulting gives your agency practical support for improving workflows, reducing confusion, and making your bookkeeping processes easier to manage day to day.
Invoicing in EZLynx can help keep your agency’s revenue process more organized, but only when it is set up and managed correctly. We help you use EZLynx invoicing more effectively so payments, commissions, and reporting are easier to track.
Financial reports are more valuable when you know what you’re looking at. With our Monthly Financial Walkthrough Video Upgrade, we send you a personalized video explaining your numbers, highlighting trends, and helping you understand what your reports mean for your agency.
1099 season is much easier when your vendor records and payments are organized before the deadline. We review your 1099 information, identify potential issues, and handle filing so you can avoid last-minute scrambling and stay focused on running your agency.
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.
Sometimes your agency needs extra support as your systems, team, or processes change. Additional workflow support gives you continued access to guidance beyond the included period so you can keep improving your operations without feeling stuck after setup is complete.