My Remote Bookkeeping

For our clients, remote accounting is an amazing opportunity! We routinely have agencies that are not large enough to employ a full-time bookkeeper and the owner would much rather spend time doing what he does best, selling insurance and running his company. With remote accounting you can have someone get to know your agency, help you with the few hours a month you need work done and stay in that selling mode! Or if you need cleanup or your bookkeeper is out of the office for an unscheduled amount of time!

We are here to lighten the load, clear up confusion and anxiety, and propel you forward with the knowledge that your books are in good hands.

A few of the items we handle, but are not limited to:

• Invoicing
• Posting Payment Receipt
• Expenses
• Bank Reconciliation
• Commission Statement Reconciliation
• Month-End and Year-End
• Production Reports
• Budgets
• Payroll
• Bill Payment

Insurance accounting is a very specialized skill with many agencies operating on both a cash basis and accrual basis. We hear stories of how hard it is to find a good book keeper that can understand and operate the books as they should. This is our forte and we will work hand in hand with your CPA for your best outcome.

Accounting System proficiency with:

• Newton by Agency Systems
• Instar
• Quickbooks
• Peachtree
• AMS 360
• Xanatek
• QQ Catalyst

Controller On Demand

Many small agencies that we meet are in need of someone to help with the management and safeguarding of the business itself. Agency principles are great at the relationships with their insureds and making sure they are properly insured but there is only so much time in a day. We are here are to offer the following services in whatever capacity you need:

Management Package

• Oversee Office and Remote Personnel
• Overall Accounting Audits
• Monthly Accounts Receivable Audits (Agency and Direct Bill)
• Oversee Supplies/Inventory
• Management of Finance Projects
• Oversee and Manage Accounts Payable and Vendor Relationships
• Maintain and Update HR Policies and Procedures
• Oversee Computers, Software and IT Relationships

Accounting Package

• Accounts Payable
• Accounts Receivable
• Collections
• Liaison with Carriers, Brokers, and Premium Finance Companies
• General Ledger Needs
• End-of-Month Duties
• Quarterly Reporting
• Budget Preparation
• End-of-Year Duties and Closing

Frequently-Asked Questions

Excited about having a resource for immediate help and want to know more? We have listed our most commonly-asked questions regarding remote work.

Do you have a question and don't see an answer? Please give us a call at 804-909-3123 or fill out this simple form and we'll get in touch with you:

Maximum Results

We are offering to you a valuable service and want to be sure that we have provided your office the services you have an immediate need with.

We suggest you make a list of the areas that are most critical and how you foresee us being of the most help. Meeting your expectations starts with communication of them and we want to design a plan around these first items before moving forward.

Please email your list to us at jennifer@myremoteagency.com

Highlights

• Imagine your office working more efficiently and your current staff gaining more client to client time, boosting sales.
• Imagine the peace of mind that comes with knowing that your accounting balances and work is being completed regardless of what is happening in your office,
• Imagine you having more time to focus on other areas of the business such as growth, or increasing time with your family.

About Us

We seek to help our fellow agents thrive in today's economy and release the headaches that come with owning a business.

We are proud to supply this valuable service while using our brightest asset, our fellow Americans.