Let’s Take Your Business To The Next Level

Our proven three step methodology takes your 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.

Additional Services

If needed, we can add these additional services to meet your needs:

Tax Services

Do you need to file your taxes with a trusted professional? We can help connect you with our trusted tax pros to ensure you get the service we demand for our clients.

CFO Services

Do you want to scale your business to new heights? We will connect you with our trusted CFO expert to ensure you have the right tools to scale.

Payroll and HR Services

Don’t want to worry about payroll tax filings? We partner with Gusto to provide you with Payroll and HR services to help support your growing business.

Quickbooks Product Discounts

Do you need QuickBooks Products at a discount? We can save you 30% off of your products ordering through Bradley Books and Balancing and their partners.

AR & AP Management

Do you struggle with getting client invoices out timely? Or recording your customer payments so you have accurate customer balances? Or maybe you find it difficult to keep up on bill payments and often wonder how much you really owe to the vendors you do business with. We can help with both daunting tasks!

Legal Services

Do you need assistance registering for a sales tax number, entity filing documents, NEXUS Compliance or corporate compliance? Our trusted partner CorpNet will make sure that you have all that you need to stay compliant with cost effective services.

Why it works

Our three step methodology works because it takes a holistic approach to your business. Since we focus on helping insurance agencies, we know the ins and outs of what is needed to strengthen your business. We have seen the bumps that come up along the way and are ready to get your business over them and 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