Your Commission Chaos
Isn’t Going to Fix Itself
Insurance agencies deal with complex payouts, carrier statements, and compliance. We bring order to the chaos with accounting and CFO services designed for your industry.
bookkeeping
accounting
cfo
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We hear it all the time...
You declare your top producers
but have no idea who is actually profitable.
Commissions are in chaos,
with numbers in one system that never tie to your books.
Because nobody does this,
you are left piecing together spreadsheets to make sense of your revenue.
We Piece Together the Stuff
Your software doesn't
Carrier statements, commissions, overrides, and chargebacks don’t magically line up with your books. We reconcile every detail so your financials actually reflect reality.
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Financial clarity by the person, policy, or product line
We tie revenue directly to where it came from so you can see what drives growth.
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Reporting that actually matters
Instead of generic balance sheets, you get reports that track profitability and performance.
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Clean, organized numbers
Everything reconciled monthly so tax filings, compliance, and reviews are smooth and stress-free.
Solutions to Your Agency’s Biggest Challenges
Stop guessing and start reconciling
Close the gap between commission tracking and accounting.
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Organize transactions faster
We take messy statements and deliver clean books every month.
Know who is profitable and who is not
See agent performance in dollars, not just volume.
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Tie reports back to real growth
Use your numbers to plan budgets, staffing, and expansion.
two Easy Monthly Services.
One That Fits Your Agency.
Whether you just need accurate books each month or deeper CFO-level strategy, we have a service designed to match the stage and goals of your insurance agency.
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Monthly Bookkeeping
Outsourced CFO Services
A message from our
co-founder, Jeremy
Imagine running your brokerage with complete financial clarity, not just a gut feeling. At Bookkeeping for Brokers, we work exclusively with real estate, insurance, and mortgage brokerages. We understand commission splits, Bips, desk fees, and everything that makes your business unique. Our mission is to turn your books into a clear story that helps you build a more profitable brokerage. Schedule a call today to get started.
Checkout our latest tips & Tricks
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here's what our clients have achieved in the last 6 months
Book an Introductory Meeting
