Accounting Services for Insurance Brokerage
- Less than $10,000
- Jan. 2015 - Ongoing
“They’re willing to speak to their customers with transparency.”
- Financial services
- Los Angeles, California
- 1-10 Employees
- Phone Interview
In their longterm relationship with their partner, Rockwell Capital Group has handled all transactions and bookkeeping for an insurance brokerage. They also offer management advice as needed.
Their consistent, reliable services have cleaned up internal accounting and bookkeeping efforts. The client no longer needs to juggle tax providers and attempt to track transactions on his own. Building a personal relationship with their partner, the team submits and balances monthly financial reports.