Are you an insurance agency looking for help with your accounting?
We’re an accounting firm that specializes in helping insurance agencies. Our team of experts is committed to providing the highest quality service and support.
Our services are designed specifically for insurance agencies, so we understand what it takes to run a successful agency. We have experience working with agents like yourself who want more time to spend on their clients instead of worrying about their books. Let us handle all of your bookkeeping needs while you focus on growing your agency!
Accounting and Bookkeeping Services We Provide:
QuickBooks setup – QuickBooks is an affordable and easy way to set up your insurance accounting.
Fiduciary accounting – We will track your agency premiums payables and customer payments, including bank trust account reconciliation.
Commission management – We will systematically track commissions receivable and commissions payable.
Bookkeeping – We will organize your books for you, ensuring that all entries are in the right place and ready to be audited.
Startup consulting – Our goal is to get your business started on the right track..
Business budgeting and financial planning – Tools that will allow you too keep close watch on your company’s performance and strategic planning.
Financial reporting – Accelerate revenue growth with timely and accurate financial reporting.
Virtual CFO – We will drive your financials forward. We’ll provide you with the strategic insights and tactical expertise to optimize decisions for your company.
Payroll – We can install QuickBooks Payroll or interface QuickBooks with third-party payroll services.
QuickBooks consulting – We turn your QuickBooks data into insightful financial intelligence and customized reports.
You’re a busy insurance agency owner, and you are looking for an accounting system that is easy to use, will help your business grow, but won’t cost you everything in terms of time or money.
We understand insurance agencies and the insurance industry. We set up and run systems designed specifically with the insurance industry in mind. We also have experience setting up new businesses from scratch and working with existing companies that need a complete overhaul of their bookkeeping system.
Let us set up a custom accounting software package for your business today! You will be able to focus on growing your company instead of worrying about keeping track of every aspect of your finances by yourself or paying someone else exorbitant fees for inadequate service. We offer competitive rates, affordable flat monthly fees. We will work with you to create an accounting system that best suits the needs and budget of your business so you can concentrate on future growth.
F.A.Q.
Frequently Asked Questions
Is QuickBooks good for insurance agents?
QuickBooks is an affordable and easy way to set up your insurance accounting.
Can you help me with income tax filing?
No, but our accounting firm does provide you with all the financial records your tax preparer will need.
Why is accounting for insurance agencies important?
Agency owners need to be able to track their income and expenses in order to stay profitable, in addition to unique fiduciary requirements for premium payments.
What are the benefits of using QuickBooks for an insurance company?
Some of the benefits of using QuickBooks for accounting include:
– Ability to track income and expenses
– Easily create invoices and track payments
– Generate reports to help you make better business decisions
– Manage your cash flow
– Streamline business data by eliminating paper and Excel spreadsheets.
How can Ten Key Accounting Solutions help me save money?
Ten Key Accounting Solutions can help you save money in several ways. First, it can help you track your expenses, so you are not spending more than you need to. Second, it can help you become more efficient in your business operations, which can lead to cost savings. Third. You will be paying only for the service that your business needs. And finally, by installing a paperless office system using a cloud-based solution, your data is secure and accessible from anywhere.
Can Ten Key Accounting Solutions Help Me Convert from QuickBooks Desktop to Online?
Absolutely! We can switch you to QuickBooks Online quickly and seamlessly. This will give you access to your data anywhere at any time. With four plans, robust features, and a user-friendly interface, QuickBooks Online is the ideal choice for most agencies.
Serving All of Ventura County
Resources
Helpful Articles
Why do we need accounting?
The role of accounting in business and why it's important Can I start by understanding Accounting basics? Accounting describes systematic records of transactions made during a transaction: the assets, liability, equity, revenue, and expense accounts. The balance sheet...
What do accountants do for small businesses?
Accountants are responsible for managing the day-to-day financial operations of a business, as well as providing advice and consulting services to help manage the company's finances. In short, accountants provide management with reliable data they need to make smart,...
How can QuickBooks help my business?
What is QuickBooks? Intuit's QuickBooks is a comprehensive enterprise and financial management software that includes features for accounting, inventory, payroll, tax filing, bill creation, invoicing, bank account monitoring and reconciliation, expenditure tracking...
Why an Accountant Is Crucial For Your Business Success
A good accountant is the backbone of any business. They can help you find ways to reduce taxes, negotiate contracts, and even teach you how to be a better business owner! Let's take a look at five reasons why you should hire an accountant for your business. 1) A Good...
How to determine if you really need an accountant
The line between professional and amateur is often blurred. And with the advent of new technologies, it's becoming even more blurry. More people than ever before are turning to paid services for tasks that they used to do themselves: building a website, taking...
3 Reasons Why You Shouldn’t Mix Business and Personal Finances
You may be wondering why you should have separate finances when it is so convenient to do so. But there are three main reasons why you shouldn't commingle your business and personal finances. First, it will make taxes more complicated because now you have to determine...