Specializing in Insurance Agency Bookkeeping, Payroll and Advisory Services 

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Taking your insurance business to the next level can be a struggle.

  • Am I paying too much in taxes?
  • Are my finances in order?
  • Am I making a profit? Why are my expenses so high?
  • Am I growing?
  • Can I afford to bring on more agents?
let's get your questions answered

That’s why we specialize in providing Bookkeeping, Payroll, and Advisory Services to Insurance Agencies and Independent Agents.

Our mission is to improve your accounting processes and maximize your bottom line.  We use our proven three part methodology to take your business to the next level.

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Our Three Step Methodology

Our proven three step methodology
will take your insurance agency to the next level.


Clean-Up and Procedures

If you want to increase your profits and cashflow, we need to first set your foundations. Here we clean up your processes and procedures. If needed, we implement new processes to ensure you are getting the best data possible.


Performance and Reports

Now that we have your foundations in place, we can provide you with information rich data and reports. We provide you with up to date and comprehensive reports. Giving you clarity on the performance of your business.


Advisory and Growth

It’s time to take your business to the next level! With your foundations and reporting set, we can now advise you on what is needed to increase your company’s profits and performance. We manage everything and give you specific action steps to stay on track and help your business grow.

Grow Your Business

  • Today is the day to build the organization of your dreams! Let’s talk about how optimizing your financial processes can take your organization to the next level.
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“If you are a small business owner in the insurance industry, give Jeremiah Bradley at Books and Balancing a call. We were woefully behind because we hadn't had a bookkeeper for over 6 months. Jeremiah has caught us up and done so with graciousness and good humor”.
Shane and Kari Saunders
The Insurance Solutions Experts