Insurance Agency Accounting & Bookkeeping
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- 10 - 49 employees
Insurance Agency Accounting & Bookkeeping, a accounting company, was founded in 2007. Their small team is located in. The agency provides accounting.
Client Insights
Industry Expertise
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Client Size Distribution
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Common Project Size
$50K-$199K 1 project
Clients
This provider has not added their key clients.
Highlights from Recent Projects
Jones & Associates Insurance, an independent insurance agency, engaged the services of Insurance Agency Accounting & Bookkeeping to manage their accounting and bookkeeping requirements. The agency was looking for a partner to reconcile their commission statements from insurance companies and integrate them into their software for the creation of profit and loss statements. The team from Insurance Agency Accounting & Bookkeeping, consisting of three members, also took on the responsibility of paying the agency's bills either online or by creating checks. The engagement, which began in March 2020, has seen the agency invest nearly $65,000 in their services and is still ongoing. The decision to work with Insurance Agency Accounting & Bookkeeping came after a positive phone conversation and their willingness to hire an extra accountant for the agency.