My Services
Deep Dives
In Depth View of My Strategy To You
Feel free to immerse yourself into which categories suits your Needs
Starter
Monthly Bookkeeping
Best for: Growth-phase agencies needing consistent, audit-ready books.
- Real-Time Reconciliation: Daily/weekly categorization of agency transactions within QuickBooks Online.
- Gold-Tier Precision: Expert-level oversight to ensure premium and operating funds are perfectly separated.
- Carrier Commission Sync: Verification that carrier statements match your bank deposits.
Pro
The Integration Suite
Best for: Agencies struggling to get their software to "talk" to each other.
- Workflow Audit: I analyze your current (AMS) data flow to eliminate double entry.
- Seamless Sync: Setting up & monitoring the bridge between your agency software and QuickBooks to ensure data integrity.
- Clean-Up & Catch-Up: Bringing back-dated books up to modern digital standards.
Elite
Advanced Reporting
Best for: Owners ready to scale based on real numbers.
- Custom Profitability Dashboards: Go beyond the standard P&L to see your most profitable lines of business.
- Direct Support: As a Gold-Tier Intuit ProAdvisor, I leverage priority support channels to resolve technical hurdles faster than a generalist could.
- Monthly Strategy Call: A 30-minute review of your agency's "Financial Vital Signs."
Your Path To Secure, Streamlined Bookkeeping Awaits!
For a fully operational QuickBooks setup, I’ll guide you through a simple 3-step process designed for your peace of mind.
1. The Discovery Call
We listen before we act. This initial conversation isn't just an introduction; it’s a strategic assessment of your practice’s unique needs. We discuss your current workflow, the volume of policies you manage, and your specific privacy concerns.
2. Custom Quote & Intake
Precision pricing, zero surprises. Once I understand your scope, I don’t send a generic rate card. Instead, you’ll receive a tailored quote based on your specific needs. To ensure your set you up is done correctly within QuickBooks, you’ll simply fill out a secure Client Intake Form.
3. Seamless Onboarding
Your secure dashboard, ready to go! This is where the magic happens. I'll build your custom QuickBooks chart of accounts, integrate your bank feeds securely, and set up user permissions so only you have access to sensitive client data.
- What happens: A 30-minute phone call to understand your goals and ensure we are the right fit for your security standards.
- The Result: You walk away with a clear understanding of how we will protect your data and a roadmap for your financial clarity.
- The Security Check: Our intake form is encrypted and hosted on a secure server, ensuring your sensitive agent data never travels through unsecured email.
- The Result: A transparent, fixed-price proposal and the necessary data to configure your QuickBooks environment exactly to your specifications.
- The Privacy Promise: We configure your account with industry-leading security settings (2FA, role-based access) before you ever log in.
- The Result: A fully functional, private, and precise bookkeeping system. We provide a brief walkthrough, and you are ready to start tracking your commissions and expenses with total confidence.