Insurance Agents

 
 

 

Insurance agents need the peace of mind that their books are accurate and up-to-date. BookKeeping Express (BKE) takes care of your financial recordkeeping so you can spend your time serving your clients. 

BKE will:

  • Provide you with a bookkeeper who’s an expert in insurance services and will setup your industry-specific general ledger
  • Help you track and understand your cost-per-client
  • Get you ready for tax season by tracking your expenses, including miles driven and home office costs
  • Help you understand your cashflow through regular bank reconciliation
  • Provide you regular reports that highlight your business’s performance
  • Recommend financial software and other technology that can help you run your business more efficiently
I came to BKE with a year’s worth of receipts, my business & personal accounts mixed and no clue what I needed to do as a small business owner. BKE made sense of it all and gave me direction for the future. I would definitely recommend the services of BKE to any business owner who expects a high level of quality, customer service, and great personalities to match.
— Dana, Keller Williams Realty