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

Contact Us

Insurance Agency Accounting & Bookkeeping
182-2 Birge Park Road
Harwinton, CT 06791

Phone: 860.614.7268
Fax: 877.787.3698
Email: bdicarlo@insuranceagencyaccountants.com