Services

 

Financial Services

  • Agency and direct bill reconciliation

  • Month end closes

  • Month end reporting

  • Balance sheet reconciliation

  • Accounts receivables

  • GL - Chart of Accounts (review & enhancements)

  • Balance sheet & income statements

  • Agency payroll processing

  • Vendor payables

  • Carrier payables

  • Year-end preparation for CPA tax review

  • Talent acquisition/selection

Executive Collaborations

  • Customized KPI

  • Budget development & review

  • Loan and covenant review

  • Acquisition evaluation

  • Proforma development

  • Cash flow analysis

  • Line of credit

  • Term loans

Agency Automation

  • Review Agency Management System for optimization

  • Direct Bill reconciliation

  • Vendor Payable processing

  • Client & renewal set-ups

  • Carrier integration

  • Digitize banking process

  • Client payables

  • Agency Management System conversion

Operational Review

  • Carrier commission contract review

  • Contingency commission review

  • Organizational structure optimization

  • E&O mitigation process