Accounting for Insurance Agents & Brokers

Insurance is about moderating danger and your job is to act on behalf of your clients’ best interests and sometimes an agent of the insurers.  You wouldn’t recommend your clients navigate the difficult and often convoluted waters alone, so hiring a qualified professional to deal with your bookkeeping, charges and finance is a no-brainer.

 

We’ve got it covered:

  • We provide pre-paid postage envelopes, which you fill with your receipts, invoices, and bank statements once a month. Put them in your outgoing mail and you are done! Nothing. Nada. No more. That’s it.
  • Your Empire Tax bookkeeper records your transactions and reconciles your business accounts. Each month we provide your company’s key financial reports: Income Statement, Balance Sheet, and a detailed Account Ledger. View a Sample Financial Report.
  • Each year your Empire Tax Enrolled Agent prepares and files your business tax returns. Simply place your year-end tax statements in our famous Purple Empire Tax Envelope and we do the rest.

 

Let us be your trusted advisors and we’ll ensure you’re recovering each penny that you can on every return. Just fill the form below and we’ll help you get started!