Accounting Services

For any business to succeed over the long term, accurate financial records are not optional.

• Training of Accounting Staff
• Clean up of problem areas
• Company Payables
• Accounts Receivables
• Producer Payables
• Etc.
• Set up of the Agency Management System
  • General Ledger
  • Format of Financial Statements
  • Entry of budget figures
  • User Defined Transactions
  • Month end options
  • Recurring Journal Entry
• Accounting Reports
  • ‘Canned’ management system reports
  • Custom Agency defined reports
• Month End / Year End processing
• Reconciliations
  • Agency Bill
  • Direct Bill
  • Check Book
• Invoicing workflows for entry personnel