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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.

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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

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reconciliation

  • Direct Bill Production Entry & Reconciliation

  • Premium Payable Review & Reconciliation

  • Bank Reconciliation

  • Producer/Broker Reconciliation

  • Government/Surplus Tax Reconciliation

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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

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Meet The accounting Team

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

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

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

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Andrea Rushing
Accounting Team Lead
(603) 356-1566
Ext 326
Alabama

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

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

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

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

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

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

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Joseph Rodriguez
Agency Accounting Associate
(603) 356-1566
Ext 316
Arizona
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Kristi Williams
Senior Accounting Associate
(603) 356-1566
Ext 332
Oklahoma
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Ashley Dumas
Agency Accounting Associate
(603) 356-1566
Ext 213
Connecticut
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Amanda Ryno
Senior Accounting Associate
(603) 356-1566
Ext 209
Michigan

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Rachel Gerichten
Senior Accounting Associate
(603) 356-1566
Ext 210
Michigan

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Carrie Olesek
Agency Accounting Specialist
(603) 356-1566
Ext 207
Ohio

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

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

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

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

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

Contact Us

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