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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.
A service that works with your agency on a daily basis
Receipts / Deposits
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Recording Direct Bill Commission Income
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Recording Agency Bill Payments
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Recording Other Income and/or Deposits
reconciliation
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Direct Bill Production Entry & Reconciliation
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Premium Payable Review & Reconciliation
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Bank Reconciliation
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Producer/Broker Reconciliation
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Government/Surplus Tax Reconciliation
disbursements
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Recording Expenses
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Setup & Recording Premium Payables to Carriers & Brokers
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Commission Payments to Brokers/Producers
additional accounting entries
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Payroll Entries
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Journal Entries
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Adjustments & Review
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Bank Transfers & Additional Bank Entries
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Adjustments & Additional Entries as directed by you or your CPA.
month end & financial reporting
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Review Month End Reports
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Month End Creation & Distribution of:
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Income Statement
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Balance Sheet
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Trial Balance
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Account Current Report
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Premium Payables
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Aged Receivables
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Producer/Broker Commission Payables
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Balancing Reports
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Bank Reconciliation Reports
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Any and All Financial Reports Requested by Agency
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We commit to these reports being delivered by the 3rd business day of the month
Meet The accounting Team
Dachi Saganelidze
Director of Accounting Services
Dachi@MillikenAgencyServices.com
(603) 356-1566
Ext 330
Connecticut
Jenny Sancho
Accounting Team Lead
Jenny@MillikenAgencyServices.com
(603) 356-1566
Ext 315
New York
Kim Brown
Accounting Team Lead
KBrown@MillikenAgencyServices.com
(603) 356-1566
Ext 310
Pennsylvania
Elizabeth Jazwinski
Agency Accounting Specialist
Elizabeth@MillikenAgencyServices.com
(603) 356-1566
Ext 308
Iowa
Lynne Vuona
Agency Accounting Specialist
Lynne@MillikenAgencyServices.com
(603) 356-1566
Ext 307
Massachusetts
Dallas Vos
Agency Accounting Specialist
Dallas@MillikenAgencyServices.com
(603) 356-1566
Ext 314
South Dakota
Andrew Cather
Sr Accounting Associate
Andrew@MillikenAgencyServices.com
(603) 356-1566
Ext 335
Michigan
Robyn Serbin
Accounting Associate
Robyn@MillikenAgencyServices.com
(603) 356-1566
Ext 323
Texas
Kartini Cheng
Accounting Associate
Kartini@MillikenAgencyServices.com
(603) 356-1566
Ext 325
Arizona
Belen Coronado
Agency Accounting Associate
Belen@MillikenAgencyServices.com
(603) 356-1566
Ext 318
Pennsylvania
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Sharon Chamberland
Agency Accounting Associate
Sharon@MillikenAgencyServices.com
(603) 356-1566
Ext 313
Connecticut
Jennifer Doran
Agency Accounting Associate
Jennifer@MillikenAgencyServices.com
(603) 356-1566
Ext 322
Arizona
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Joseph Rodriguez
Agency Accounting Associate
Joseph@MillikenAgencyServices.com
(603) 356-1566
Ext 316
Arizona
Kristi Williams
Senior Accounting Associate
Kristi@MillikenAgencyServices.com
(603) 356-1566
Ext 332
Oklahoma
Bryan Skoczylas
Accounting Onboarding & Projects
Bryan@MillikenAgencyServices.com
(603) 356-1566
Ext 334
Connecticut
Andrea Rushing
Agency Accounting Specialist
Andrea@MillikenAgencyServices.com
(603) 356-1566
Ext 326
Alabama
Jessica Lowe
Agency Accounting Associate
Jessica@MillikenAgencyServices.com
(603) 356-1566
Ext 312
South Carolina
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