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Industries · Insurance Agencies
Accounting and Tax Advisory for Insurance Agencies
Maintain clarity over commissions, expenses, and third-party funds.
Book your consultationIndustry Challenges
Addressing your organization's priorities
Commissions and Adjustments
Reconciliation of commissions, renewals, bonuses, and chargebacks with insurer statements.
Third-Party Funds
Separation and reconciliation of premiums or other client funds handled by your agency.
Producers and Payroll
Recording compensation and reviewing payments to employees and contractors.
Tax Planning
Organization of expenses and tax projections based on your agency's structure.
Answers to Your Questions
Frequently Asked Questions
Are premiums collected agency revenue?
Not necessarily. Commissions must be distinguished from funds belonging to third parties.
How are commission chargebacks recorded?
They are reconciled with insurer statements and adjusted under the applicable accounting method.