Insurance Accounting Services

Specializing in Vertafore AMS360

WHAT WE DO

Insurance Accounting Services provides core solutions to your accounting department needs.


We offer a full range of accounting services:


  • Small Business Tax Preparation                                
  • Financial Planning
  • Bookkeeping
  • Payroll Services
  • Agency Management System set-up & Administration
  • Quick Books Migration
  • Financial Statement Preparation
  • Advanced Reporting
  • Intermediary between you & your CPA


No matter what your needs, we promise to deliver reasonable fees, flexible hours, and ongoing support.

WHY WE WORK

We go beyond the traditional Bookkeeping functions.

 

At Insurance Accounting Services we offer a tiered approach to our accounting services defined as Basic, Intermediate & Advanced. Whether you need a Bookkeeper or part-time Controller or something in-between, we can design a package tailored to fit your budget & business objectives. 


We offer you the opportunity to put your scarce resources into selling your product & services, rather than into additional HR costs, Employee benefits, Office Resources consumption, and costly Office Space. 

 

We recognize your agency's needs and help to fill those gaps.

HOW WE WORK

We at Insurance Accounting Services hit the ground running.

Option 1:  Provide all accounting documentation through email, a system login & password, and we begin working.

Option2: Upload all accounting documents through front-end scanning into a secure website, we download and begin working.

All Checks remain in your office,  all documents are attached to the appropriate agency management software, all mail is routed to your office.

We communicate directly with your staff, post all accounts receivable & payable transactions, reconcile all bank statements, and prepare all financial reports.