Need help with your insurance agency’s accounting and bookkeeping?

  • Put our team of insurance agency bookkeeping professionals to work for you.
  • Have a cross trained team working in a controlled office environment in Northwest Connecticut at your service.
  • Be presented with monthly financial statements reviewed by an accountant with 20 years' experience working in insurance agencies.

Experienced team of insurance agency bookkeeping professionals maintaining your books

Affordable, professional services for less than the cost of an in-house bookkeeper

  • Pay for what you need, when you need it
  • No more year end headaches – eliminate the cost for re-work
  • Ongoing updates of financial records and reports


  • Services from routine bookkeeping to financial analysis
  • Specializing in agency & brokerage software: Epic®, AMS360®, AFW®, TAM®, DORIS®
  • Train and educate bookkeepers, managers, owners