We’ll handle the details so you can focus on what matters.

Grow Your Agency

Regain time to grow your agency

CSR Service and Sales

Give CSRs more time for service and sales

Save Time And Money

Save time and money on accounting training and turnover

Avoid Errors

Avoid costly errors

Services

Our experienced team provides the following time-saving services.
Operating Accounting

Operating Accounting

Direct bill commission statement entry, prepare producer commission statements, record deposits, pay vendors, maintain W-4 information
Trust Accounting

Trust Accounting

Issue company payable payments, resolve billing errors, record deposits, monitor and maintain aged receivables, manage aging company payables
Cash Management

Cash Management

Monitor bank balances, perform excess trust transfers, record daily transactions, reconcile bank accounts monthly
Reporting

Reporting

Prepare and distribute monthly financials, mail monthly customer statements, monitor aging items on the subsidiary ledger report, distribute custom reports as requested

Our Team

Craig Marchant
Craig Marchant

President

20+ years of experience
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    Lisa King
    Lisa King

    Vice President

    20+ years of experience
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      Belinda Brand
      Belinda Brand

      Vice President

      10+ years of experience
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        Contact us

        Find out more
        E-mail: info@cedarinsuranceaccounting.com Phone: 877-915-8271