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English
$
USD
I will help insurance agencies with their bookkeeping
Bookkeeping Specialist
Hello, Charisse here! I am a skilled accounting and bookkeeping professional with over 10 years of experience. My focus is helping real estate investors, contractors, rental property owners, and small...
About this Gig
Thanks for visiting my Gig!
Seeking organized and reliable bookkeeping for your insurance agency? Look no further! I offer top-notch Insurance Agency Bookkeeping Services. I will ensure your financial records are precise, your expenses are well-managed, and your premiums and commissions are tracked efficiently.
My services include :
-Set up an accounting system for your insurance business using an accounting software of your choice
-Maintaining an updated chart of accounts tailored to insurance agencies,
-Meticulous premium payment tracking
-Maintain accurate financial records including income, expenses, commissions, and premium payments
-Regular Bank and Credit Card reconciliation
-Generating comprehensive financial reports.
Rest assured, your financial data is treated with the utmost confidentiality. I believe in open communication, ensuring you're informed every step of the way. Whether you prefer software integration or traditional methods, I'm here to meet your specific needs. Say goodbye to financial stress, and let's work together to keep your insurance agency's finances in tip-top shape. Contact me today to get started!
Financial software:
QuickBooks
•
Wave
•
Xero
Industry:
Business services & consulting
•
Financial services
Target Country:
Australia
•
United Kingdom
•
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
My Portfolio
FAQ
I haven't set up an accounting system yet. Can you do that?
Yes, I can help you set up an accounting system using QuickBooks Online, Xero, Wave or any accounting software of your choice.
What are the requirements to start the bookkeeping process?
I will require bank statements, credit card statements, access to your accounting software, google drive, and other source documents related to your business.
How You Categorize Expenses and Income Without Knowing My Workflow Or Business?
I use bank/credit card statement descriptions for analyzing the nature of the transaction. I also used Google AI. If necessary, I will ask you about transactions purpose by preparing an Excel query sheet.
Do You Accept Custom Offers?
Yes, I accept custom offers. I’m here to make you at ease by dealing with all the accounting and bookkeeping stuff. So, feel free to contact me to discuss your project!
Do You Offer Tax Services?
No. I only offer bookkeeping services. However, your CPA/Tax preparer will be so happy at tax time because all the necessary information will be ready.
