Welcome to Smile and Sort Bookkeeping

 

Finally, a bookkeeping system that understands insurance. Sleep easy knowing your client funds and taxes are perfectly aligned.

Meet Your Partner in Agency Growth

Most bookkeeping services take a “one-size-fits-all” approach, but I know that Insurance Agents who work remotely operate in a world of their own. Your financial needs are unique.

I founded my practice to bridge the gap between high-level accounting and the specific demands of the modern insurance professional. As a Certified Gold-Tier ProAdvisor, I’ve undergone rigorous, specialized training to master the QuickBooks Online ecosystem. I don’t just “input data”—I build scalable financial systems that give agency owners the clarity they need to make confident, data-driven decisions.

My commitment to you is simple: bring the most up-to-date industry standards and give insight into a fresh perspective on digital workflows. I’m not just a remote bookkeeper; I’m an invested partner in your agency’s stability and success. Your agency deserves bookkeeping that is as precise as an actuary’s table. I focus on the numbers so you can focus on the policyholders.

 

  • Manage complex carrier commission statements
  • Navigate AMS Integrations
  • Maintain strict trust account compliance
It signifies a direct line to advanced support, ensuring that any complex integration issues with your AMS are resolved with priority speed

       Pagan,Chabeli 

Why I Serve In the Insurance Industry?

My Commitment to You

Iron-Clad Privacy

Your client data and financial secrets stay strictly confidential with my commitment to security protocols designed for the remote workforce.

Frictionless Finances

Say goodbye to manual entry and spreadsheet headaches; I automate your commission tracking and integrate it to QuickBooks Online so you can work from anywhere with total ease.

Actionable Insights

Get a crystal-clear view of your cash flow and profit margins, giving you the data you need to scale your agency faster.

My Standards

Commitment to Security, Privacy & Precision


Where advanced QuickBooks security meets the discretion your insurance practice demands.
  • Zero-Data Retention Policy: I adhere to a strict "need-to-know" protocol. Data is accessed solely for bookkeeping tasks and is never stored on personal devices or shared with third parties outside the Intuit ecosystem.
  • Audit Trails for Total Transparency: QuickBooks provides an immutable audit log of every transaction and view. This ensures full accountability and allows you to verify exactly who accessed your data and when.
  • Confidentiality Agreements: Every interaction is backed by a signed Non-Disclosure Agreement (NDA), legally binding me to the same privacy standards you uphold with your own clients.
privacy (2)
privacy (1)

My Expertise

Rigorous training and annual certification in QuickBooks Online to ensure your books are managed using the latest industry-leading practices.

Scroll to Top