While at Vertafore Angela Painter worked primarily in Development as a Senior Business Analyst and Product Manager on AfW and the AMS360 product since its inception. As the AMS360 Product Manager Angela worked closely with Agencies, Sales, Support, Implementation, Training and Development Teams to analyze, research, prioritize, design, and implement features within the AMS360 system. Tammy has been in the insurance business since 1990, spending most of that time in the Accounting field, and also in Systems & Operations Management. She was instrumental in forming the Sunshine State AMS Users’ Group and previously served as President. Tammy has been active in National Conference AfW/AMS 360 Education, where she served on the committee as Co-Chair as well as being a presenter at National Conference for the past several years. In 2005 Tammy was awarded the Presidential Citation from the AMS National Users’ Group.
- Currently 55 staff members strong, all performing services in the United States of America.
- We can provide our clients with the ability to set up new accounting software of your choosing while training you and your in-house staff to be able to use it as well.
- Specialized accounting ensures that the unique financial needs and regulatory requirements of insurance agencies are met effectively.
- Enter the services Virtual Chief Financial Officer, Virtual Operations Manager, and Virtual Human Resources.
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- Make sure you are protected against inefficiencies and costly time-consuming processes!
- Angela Adams Consulting Services is renowned in the industry for our exceptional understanding of agency operations and automation.
- She has been a member of NetVu for over 10 years, attending National Conference and some power user groups.
- The Agency Coaches work closely with owners and senior managers to keep them out of the weeds and laser-focused on goals.
- Melissa has enjoyed working in independent insurance agency accounting since 2002.
Our team has the expertise to keep a track of all your assets and help you with the reporting functionalities for your business. We also specialize in providing our clients with forensic accounting services which help you to detect fraud and protect your organization from kinds of risks. As the last 20 years have demonstrated, Angela Adams has a knack for knowing what agency owners need to succeed. As newer owners enter the market and owner responsibilities grow, Angela Adams Consulting’s expert team of Advisors has crafted a program specifically geared to tackle the challenges ahead. Angela Adams Consulting Services is renowned in the industry for our exceptional understanding of agency operations and automation. We help insurance accounting busy agency owners focus more time on what they do best and less time chasing problems behind the scenes.
Give Your Insurance Company a Competitive Edge with Us
- We understand that and are here to support you with customized advisory that fits your specific needs, no matter what type of company you are or what line of business you’re in.
- We provide you with a Balance Sheet, Income Statement, and reports of Open Receivables & Open Payables.
- Our team, comprised of over 30 accounting professionals with years of insurance agency experience, has seen and solved almost every problem clients face.
- We remit premiums electronically whenever possible and notify the companies/brokers with payment application details.
- We use industry-leading accounting software tailored to the needs of insurance agencies.
Insurance providers need to work with an accounting firm with dedicated industry expertise to keep their companies in compliance with a diverse range of complex tax and regulatory requirements. Bennett Thrasher can provide that expertise when you’re looking to outsource your insurance accounting services and help provide the financial insight you need to be successful and in compliance. Melissa has worked in insurance for since 1989 spending time in three different independent insurance agencies.
Tax Returns Preparation Services for Businesses & Individuals
She then came on board with Angela Adams Consulting in 2014 as a Direct Bill Team Leader and specializes in Direct Bill Processing. Brent began his insurance career helping a friend’s dad, an agency owner, with a project. This short-term project turned into a job offer which turned into his career. Seventeen years later, he is passionate about developing a team atmosphere and supporting and assisting agencies. Brent joined Angela Adams Consulting in February 2021, where he began as an Insurance Specialist and is now the Central Region Insurance Specialist Leader.
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General ledger maintenance forms the key to any bookkeeping service and we are here to help you with just that. Our team can help you manage and keep a track of the general ledger which provides you with a clear summary of accounts receivables and payables. Yes, we provide expert financial consulting services to help optimize your financial operations and increase profitability. Yes, we offer comprehensive tax preparation and strategic accounting planning services to minimize liabilities and ensure compliance. By using innovative technology and document management tools, we succinctly collect and classify your financial data. We give you the much-needed direction with well-defined and systematic processes that help you maintain accuracy in your fiscal data.
Risk & IT Compliance
This session will cover topics such as creating bills, taking payments, reconciling premium sent, printing invoices/receipts, and the correct way to setup a policy based on how it is being paid and how commission is received. We will look at specific reports that will help you keep track of your billing information. We will be covering everything from setting up rules for how agency commissions and producer commissions should be calculated, to reconciling when commissions have been paid to the agency or its producers. Topics will also extend to how to reset commissions for existing policies, editing reconciliation statements, and reports that will be important for tracking commissions in QQCatalyst. Steffen St. Mary has a 30-year career working for insurance brokerages in the Twin Cities, primarily as the Accounting Manager for independent family-owned agencies. One of her strongest characteristics is the true desire to remain honest and incorporate a strong team.
- Our insurance practice can guide your organization to make smart, informed business decisions and find innovative financial solutions that can help drive growth and reduce risk.
- If you’re in need of accounting for insurance agencies, pick up the phone today and let us show you the difference we can make for you.
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- Steffen St. Mary has a 30-year career working for insurance brokerages in the Twin Cities, primarily as the Accounting Manager for independent family-owned agencies.
- Centri is here to empower your team to achieve those goals with experience-based guidance and a personalized approach.
Error-free Accounting for Insurance Companies
With extensive experience and knowledge of the insurance landscape, Advanced Professional Accounting Services provides expert insurance agency accounting to all types of insurance agencies. We have a deep understanding of your industry’s nuisances and how they can impact your business. As your business advisor, we’ll play a key role in helping your insurance company increase profit margins. We’ll provide the tools you need to pinpoint and eliminate nonessential expenses, and efficiently manage cash flow. When you work with us, we’ll handle all your accounting functions so you can spend more time running the daily operations of your agency and less time worrying about the numbers. From bookkeeping and financial reports to budgets, QuickBooks™ support, and more, you can count on us for all your accounting needs.
Creates More Time
The part of her job she has been most passionate about is the training of new employees and sharing new features and software releases with all agency employees. As competition and costs rise, the independent insurance agency must adapt business operations to Coffee Shop Accounting be as efficient and effective as possible. Compounding this growing issue, more seasoned professionals are exiting the workforce leaving gaps of knowledge and experience. Enter the services Virtual Chief Financial Officer, Virtual Operations Manager, and Virtual Human Resources.
If you’re in need of accounting for insurance agencies, pick up the phone today and let us show you the difference we can make for you. “They,” said agencies would never want someone in their books… But Angela knew that agencies needed expert guidance and support. She knew the agency owners who spent more time developing their team, nurturing client relationships, and growing their business were more successful. Today, hundreds of agency owners are CARES Act still confident in their finances due to remote Accounting Solutions by Angela Adams Consulting.
