We’ll handle the details so you can focus on what matters.
Regain time to grow your agency
Give CSRs more time for service and sales
Save time and money on accounting training and turnover
Avoid costly errors
Services
Our experienced team provides the following time-saving services.
Operating Accounting
Direct bill commission statement entry, prepare producer commission statements, record deposits, pay vendors, maintain W-4 information
Trust Accounting
Issue company payable payments, resolve billing errors, record deposits, monitor and maintain aged receivables, manage aging company payables
Cash Management
Monitor bank balances, perform excess trust transfers, record daily transactions, reconcile bank accounts monthly
Reporting
Prepare and distribute monthly financials, mail monthly customer statements, monitor aging items on the subsidiary ledger report, distribute custom reports as requested
