_p.png)
Bookkeeping & Accounting Services
Whether it’s specific parts of the accounting process you need assistance with, or the process in its entirety, we’ve got you covered. We handle all insurance agency bookkeeping needs with a staff of experienced insurance agency professionals with years of experience in Applied Epic.
A service that works with your agency on a daily basis.
You run your agency and we run your management system.
Receipts / Deposits
-
Recording Direct Bill Commission Income
-
Recording Agency Bill Payments
-
Recording Other Income and/or Deposits
Disbursements
-
Recording Expenses
-
Setup & Recording Premium Payables to Carriers and Brokers
-
Commission Payments to Brokers/Producers
Reconciliation
-
Direct Bill Production Entry & Reconciliation
-
Premium Payable Review & Reconciliation
-
Bank Reconciliation
-
Producer/Broker Reconciliation
-
Government/Surplus Tax Reconciliation
Additional Accounting Entries
-
Payroll Entries
-
Journal Entries
-
Adjustments & Review
-
Bank Transfers & Additional Bank Entries
-
Adjustments & Additional Entries as directed by you or your CPA.
Month End & Financial Reporting
-
Review Month End Reports
-
Month End Creation & Distribution of:
-
Income Statement
-
Balance Sheet
-
Trial Balance
-
Account Current Report
-
Premium Payables
-
Aged Receivables
-
Producer/Broker Commission Payables
-
Balancing Reports
-
Bank Reconciliation Reports
-
Any and All Financial Reports Requested by Agency
-
We commit to these reports being delivered by the 3rd business day of the month
Meet The accounting Team
Kris Shewokis
Accounting Services Manager
Kris@MillikenAgencyServices.com
(603) 356-1566
Ext 316
Connecticut
Lynne Vuona
Agency Accounting Specialist
LynneMarie@MillikenAgencyServices.com
(603) 356-1566
Ext 307
Massachusetts
Kim Brown
Agency Accounting Specialist
KBrown@MillikenAgencyServices.com
(603) 356-1566
Ext 310
Pennsylvania
Elizabeth Jazwinski
Agency Accounting Specialist
Elizabeth@MillikenAgencyServices.com
(603) 356-1566
Ext 308
Iowa
Jenny Sancho
Agency Accounting Specialist
Jenny@MillikenAgencyServices.com
(603) 356-1566
Ext 315
New York
Dallas Vos
Agency Accounting Specialist
Dallas@MillikenAgencyServices.com
(603) 356-1566
Ext 314
South Dakota
Hollie Whittaker
Agency Accounting Specialist
Hollie@MillikenAgencyServices.com
(603) 356-1566
Ext 318
New Jersey
Dawn Banning
Agency Accounting Specialist
DBanning@MillikenAgencyServices.com
(603) 356-1566
Ext 324
Delaware
Amanda Vieira
Accounting Associate Manager
Amanda@MillikenAgencyServices.com
(603) 356-1566
Ext 306
Florida
Breanna Perry
Accounting Associate
Breanna@MillikenAgencyServices.com
(603) 356-1566
Ext 322
Indiana
Robyn Serbin
Accounting Associate
Robyn@MillikenAgencyServices.com
(603) 356-1566
Ext 323
Kansas
Kartini Cheng
Accounting Associate
Kartini@MillikenAgencyServices.com
(603) 356-1566
Ext 325
Arizona
Jessica Lowe
Agency Accounting Associate
Jessica@MillikenAgencyServices.com
(603) 356-1566
Ext 312
South Carolina
Andrea Rushing
Agency Accounting Specialist
Andrea@MillikenAgencyServices.com
(603) 356-1566
Ext 326
Alabama
