Are you trying to do it all, especially keeping up with your accounting, managing your staff, and selling insurance?

Are you uncomfortable that your checkbook reconciliations have not been completed up to date in your agency management system?

Are you uncomfortable that your month ends and/or year ends are not up to date?

Are you uncomfortable running and/or reading your agency management reports?

If you’re in a trust state, are you uncomfortable that your trust account contains the correct amounts (especially for a Department of Insurance audit)?

Are you uncomfortable because your accounts receivable report does not match the balance sheet?

Are you uncomfortable because your company payables report does not match your balance sheet?

Are you a wholesale insurance agency, MGA, or general agency having trouble properly invoicing and tracking brokers’ invoices?

Do you feel you could use custom reports not available in your agency management system?

Are you still paper filing your accounting?  

Would you like your accounting filing to be digital so you can access it anywhere?

If you answered yes to any of these, you probably could use my help.