Insurance Agency Accounting & Bookkeeping Reviews (1), Pricing, Services & Verified Ratings

Accounting
Bookkeeping Financial Accounting
$50,000 to $199,999
Mar. 2020 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They’ve slightly exceeded our expectations."

Aug 19, 2022

Owner & President, Jones & Associates Insurance

Bruce Jones

Financial services
College Station, Texas
Phone Interview
Verified

Insurance Agency Accounting & Bookkeeping provides ongoing accounting and bookkeeping services for an insurance agency. The team handles the client’s commission statements and bills.

The client is satisfied with the results of the engagement. Insurance Agency Accounting & Bookkeeping delivers timely and quality work while touching base regularly via email. Also, the team’s knowledge of using the client’s software makes them a reliable and easy partner to work with.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the owner and president of Jones & Associates Insurance, an independent insurance agency.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Insurance Agency Accounting & Bookkeeping?

We needed someone to handle our accounting and bookkeeping needs.

SOLUTION

What was the scope of their involvement?

Insurance Agency Accounting & Bookkeeping reconciles our commission statements from insurance companies and puts them into our software to create our profit and loss statement. Additionally, their team pays all of our bills — they either pay online or create the checks for us.

What is the team composition?

We work with three people from their side.

How did you come to work with Insurance Agency Accounting & Bookkeeping?

We found out about them through an ad in an insurance publication. We reached out and then had a nice conversation with them on the phone. We chose them because it seemed like they really wanted to work with our agency; as a matter of fact, they were willing to hire an extra accountant for us.

How much have you invested with them?

We’re getting close to spending $65,000 on their services.

What is the status of this engagement?

We started working with them in March 2020, and our engagement is still ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

They’ve slightly exceeded our expectations, and our collaboration has been very successful.

How did Insurance Agency Accounting & Bookkeeping perform from a project management standpoint?

Their project management style is very good. We usually communicate with them via email and through our specialized insurance agency software called Applied Epic.

What did you find most impressive about them?

Their biggest strength is their knowledge of our specialized software.

Are there any areas they could improve on?

No — they’ve gone above and beyond in terms of our agreement, which is something we really appreciate.

Do you have any advice for potential customers?

Give them a try.

RATINGS

5.0

Insurance Agency Accounting & Bookkeeping