Services
Insurance Agent Bookkeeping (IAB) - Just as the name implies, provides bookkeeping services to Insurance Agents. Let us track your monthly commissions and related income, your business expenses, and provide a monthly Profit and Loss Statement (P&L). Imagine meeting with your tax, banking or business professional, and having accurate, detailed, P&L statements for your business.
We also provide commissions auditing. Do you know if you received commissions for every individual policy in your book of business? Not an easy task if you have several hundred recurring policies. IAB can assist with that task as well.
Insurance Agent Bookkeeping Value Proposition:
SIMPLE: Just email or upload your income and expense receipts.
AFFORDABLE: Plans start at $100/month
PROFESIONAL: We use Generally Accepted Accounting Practices (GAAP) to account for your income and expenses, prepare your P&L statements, and safeguard your personal/business information.
See our listing of plans and specials below.
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Standard Bookkeeping
Standard monthly bookkeeping includes monthly income and expense accounting, monthly P&L reporting, and an annual P&L statement to easily know your profitability, and present to your tax and other business professionals you work with.
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Premium Bookkeeping
Premium Monthly Bookkeeping includes all the services provided in the Standard Plan, plus monthly bank reconciliation of your business bank account and monthly commissions auditing.
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End of Year Special $499
What a Bargain! - $499 One-time fee (savings of $701 - $1101). Sign-up between Dec 15th and Jan 15th and we'll get you caught-up in time for taxes. Send us all your income and expense statement, by March 1st, we provide 12 monthly and 1 annual P&L report.