top of page

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.

Abstract Geometric Structure

A service that works with your agency on a daily basis

Receipts / Deposits

  • Recording Direct Bill Commission Income

  • Recording Agency Bill Payments

  • Recording Other Income and/or Deposits

​​

reconciliation

  • Direct Bill Production Entry & Reconciliation

  • Premium Payable Review & Reconciliation

  • Bank Reconciliation

  • Producer/Broker Reconciliation

  • Government/Surplus Tax Reconciliation

​

disbursements

  • Recording Expenses

  • Setup & Recording Premium Payables to Carriers & Brokers

  • Commission Payments to Brokers/Producers

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

Business, finance and accounting concept. Businesswoman using calculator to calculate fina

Meet The accounting Team

image_123650291.JPG

Dachi Saganelidze
Director of Accounting Services
(603) 356-1566
Ext 330
Connecticut

John cropped.jpg

John Ngo
Strategic Insurance Accounting Advisor
(603) 356-1566
Ext 204
Oregon

Jenny photo.jpg

Jenny Sancho
Accounting Team Lead
(603) 356-1566
Ext 315
New York

image0.jpeg

Kim Brown
Accounting Team Lead
(603) 356-1566
Ext 310
Pennsylvania

Carrie.jpg

Carrie Olesek
Accounting Team Lead
(603) 356-1566
Ext 207
Ohio

Andrew Cather.jpg

Andrew Cather
Senior Accounting Associate
(603) 356-1566
Ext 335
Michigan

20230821_133019.jpg

Kartini Cheng
Agency Accounting Associate
(603) 356-1566
Ext 325
Arizona

Nate Baker headshot.jpg

Nathan Baker
Agency Accounting Associate
(603) 356-1566
Ext 341
Michigan

IMG_3783.jpeg

Belen Coronado
Agency Accounting Associate
(603) 356-1566
Ext 318
Pennsylvania

Untitled design (2).png

Sharon Chamberland
Agency Accounting Associate
(603) 356-1566
Ext 313
Connecticut

Jennifer Doran.jpg

Jennifer Doran
Agency Accounting Specialist
(603) 356-1566
Ext 322
Arizona

image1 (2).jpeg

Joseph Rodriguez
Agency Accounting Associate
(603) 356-1566
Ext 316
Arizona
​

IMG_1294.jpeg

Kristi Williams
Senior Accounting Associate
(603) 356-1566
Ext 332
Oklahoma
​

Bryan.jpg

Bryan Skoczylas
Accounting Onboarding & Projects
(603) 356-1566
Ext 334
Connecticut
​

Claudia.jpg

Claudia Gonzalez
Agency Accounting Associate
(603) 356-1566
Ext 208
Texas

IMG_0029.jpg

Andrea Rushing
Agency Accounting Specialist
(603) 356-1566
Ext 326
Alabama

PXL_20230818_145606916.jpg

Jessica Lowe
Agency Accounting Associate
(603) 356-1566
Ext 312
South Carolina

IMG_0291.HEIC

LynneMarie Vuona
Agency Accounting Specialist
(603) 356-1566
Ext 307
Massachusetts

Jeffrey.jpg

Jeffrey Caldarona
Agency Accounting Associate
(603) 356-1566
Ext 206
Michigan

Michael.jpeg

Michael Wixted
Agency Accounting Associate
(603) 356-1566
Ext 205
Michigan

MSkarpa Color Photo (1).jpg

Miranda Skarpa
Senior Accounting Associate
(603) 356-1566
Ext 340
Texas

Contact Us

Thanks for submitting!

bottom of page