Our Services

We offer a streamlined path from launch to growth — whether you're just getting started or ready to scale, we've got you covered.

Onboarding Package

Start strong with a fully registered, licensed, and organized insurance agency.

Our onboarding package is designed for individuals launching a new independent agency. We handle the registrations, licensing applications, and financial systems so you can focus on getting clients.

Included:

  • Business Registration with Secretary of State

  • DBA Filing

  • EIN Application

  • Registered Agent Services (1 year)

  • QuickBooks Online Setup

  • Insurance Agency Licensing Application(s)

  • Secure Client Onboarding Form

  • Custom Filing Fee Invoice (billed at cost, varies by state)

  • Support from start to finish — typically completed in 7–14 business days

Monthly Support Package

Ongoing financial organization for growing agencies.

This package is designed specifically for agents in the first three years of launching their independent agency. We handle your books, track your expenses, and help you stay financially organized so you can focus on building your business.

Included:

  • Monthly Bookkeeping & Reconciliation

  • Receipt Tracking & Categorization

  • Payroll Entry & Coordination (if applicable)

  • Monthly Profit & Loss Reports

  • Secure Portal Access

  • Unlimited QuickBooks Support

  • End-of-Year Financials for Tax Prep

Payroll Package

Simple, reliable payroll processing for your growing agency — powered by ADP.

This add-on is only available for monthly bookkeeping client. It integrates seamlessly with your monthly bookkeeping services to ensure your team is paid accurately and on time. We manage everything through ADP to keep things streamlined and consistent across clients.

What’s Included:

  • Payroll setup & management in ADP

  • Biweekly or semimonthly payroll processing

  • Direct deposit coordination

  • Payroll tax filing (federal & state)

  • New hire onboarding & reporting

  • Year-end W-2/1099 support

  • Payroll data synced to QuickBooks Online