INSURANCE ACCOUNTING SERVICES

SPECIALIZING IN VERTAFORE AMS360

Insurance Brokerage Accounting Services

Basic Accounting Services $45/hr


  • Direct Bill Entry
  • Direct Bill Statement
  • Bank Reconciliations
  • Prepare Vendor Invoices & Payments
  • Prepare Carrier Invoices & Payments
  • Producer Commissions

Intermediate Accounting Services $55/hour


  • General Ledger Review
  • Company Payable Cleanup
  • Direct Bill Cleanup
  • Production Reports
  • Receivable Reports

Advanced Accounting Services $75-90/hr subject to scope

  • Trust Validation
  • Monthly Report Package including Income Statement & Balance Sheet
  • Quarterly Financial Reports
  • Cash Flow Statement
  • Flash Report
  • New/Lost Business Report
  • Year-End Financial Reporting
  • Entity Filing Preparation including 1099's
  • Liason for CPA

Ask me about our "Flat Rate" Packages & Individual Training Sessions!

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