Services Offered

Bookkeeping and Accounting Skills for Insurance Agencies

Insurance Contracts

Insurance Accounting

  • Customize and Set up QuickBooks File for Your Insurance Related Business
  • Accounts Receivable
  • Accounts Payable
  • Bank Statement Reconciliations for Operating & Trust Accounts
  • Calculate Earned and Return Premiums
  • Create Monthly Production Reports to Insurance Carriers
  • Credit Card Reconciliation
  • Collections
  • Commission Statement Reconciliation
  • Enter Policy Premium and Related Data into QuickBooks
  • Invoicing
  • Journal Entries
  • Merchant Account Reconciliation
  • Premium Financing
  • Prepare Financial Reports
  • Re-Create Financial data for prior years into QuickBooks and Maintaining Financials going forward
  • Stamp Fee Filings
  • Surplus Lines Tax Filings
  • Tax Preparation for Your Accountant to File Your Taxes

US Income Tax Form

Bookkeeping and Accounting Skills for Any Industry

Managing Assets

QuickBooks Bookkeeper

  • Customize and Set up QuickBooks File Specific to Your Business
  • Accounts Receivable
  • Accounts Payable
  • Bank Statement Reconciliations
  • Credit Card Reconciliation
  • Collections
  • Commission Statement Reconciliation
  • Invoicing
  • Journal Entries
  • Merchant Account Reconciliation
  • Prepare Financial Reports
  • Re-Create Financial data for prior years into QuickBooks and Maintaining Financials going forward
  • Tax Preparation for Your Accountant to File Your Taxes