Insurance Agency Accounting & Bookkeeping
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- 10 - 49 employees
Client Insights
Industry Expertise
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Client Size Distribution
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Common Project Size
$50K-$199K 1 project
Clients
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Highlights from Recent Projects
Jones & Associates Insurance, an independent insurance agency, contracted Insurance Agency Accounting & Bookkeeping to handle their accounting and bookkeeping needs. The project involved reconciling commission statements from insurance companies and inputting the data into the agency's software to generate profit and loss statements. The team from Insurance Agency Accounting & Bookkeeping also took over the responsibility of paying all bills, either online or by creating checks. The agency engaged three people from the accounting firm for this project, which was initiated in March 2020 and is still ongoing. The decision to hire the firm was based on a positive initial conversation and the firm's willingness to hire an extra accountant to meet the agency's needs. The agency has invested close to $65,000 in this service so far.