Angela Adams Consulting Services
I just wanted to say again how much your firm has meant to the success of our agency. Our association with you, which goes back over ten years now, has enabled us to maintain a competitive edge when it comes to computing, accounting and customer service. I look forward to many more years of your continued consulting services. As we grow and our needs change, I am confident that you will be there every step of the way and we will continue to reap the benefit of your experience and expertise.
We offer Remote Access Accounting Outsourcing. This service enables you to focus on running your agency rather than on accounting. We can connect to your management system and complete all of your accounting work for you. Simply send us your accounting paperwork via fax, mail or e-mail. Regularly we hear comments like:
I only need 1/2 a bookkeeper – where can I find one?
When am I supposed to reconcile direct bill?
How can I protect myself from employee embezzlement?
We haven’t done a bank reconciliation since we converted to AFW…
We consistently satisfy many independent insurance agencies of all sizes throughout the country by resolving their problems with optimal solutions. In 2006, we introduced our newest service, Remote Access Accounting Outsourcing, with great success. Our staff is ready to go to work for you. How does it work? Simply, send us your accounting paperwork via fax, mail or email. We are currently connecting to agencies via AMS360, AfW Online, Prime Online, Remote Desktop, and Terminal Services. We would consider any other remote access program you have. For more information, email us at accounting@AngelaAdamsConsulting.com.
Our Accounting Services include:
Direct Bill Statement Entry or Reconciliation Direct Bill Cleanup Bank Reconciliation
Issue Vendor Checks Issue Insurance Carrier Checks Producer Commission Management
General Ledger Review Company Payable Cleanup Accounting Report Card
Comprehensive Production Reports Monthly Report Package Cash Flow Statement
Sales Center (Marketing) System Reports Year end collaboration with CPA and financial reporting
KKuntz@AngelaAdamsConsulting.com
Kerry has been in the accounting field for over 20 years. She has implemented the accounting systems of startup firms and set policies and procedures for HR functions and financial reporting. For five years, Kerry served as Controller for a mid sized insurance agency in South Florida where her job responsibilities also included the Marketing Coordinator and the daily functions of Human Resources. She is currently the Director of Accounting for Angela Adams Consulting Services, Inc.
KMorrow@AngelaAdamsConsulting.com
Katie has 8 years of insurance accounting experience and has worked alongside the accounting manager for a large insurance agency firm. Prior to working in insurance accounting, she received her technical degree from North Georgia Technical College in Accounting. Katie is experienced in account receivable, accounts payables, direct bill entry, and other various accounting procedures.
CBiby@AngelaAdamsConsulting.com
Cathy began her insurance career by working in an agency as a licensed Personal Lines Agent and an AMS Prime user. She worked for AMS in Training and Customer Service for 12 years and has presented for many years at Regional and National Users' Group Conferences. She has trained clients on AMS 360, AMS Prime and Producer Plus.
PCouch@AngelaAdamsConsulting.com
Penny has been in insurance for 7 years. She worked as the front office manager as well as a sub-agent assisting customers. The last 3 years Penny has worked with Angela Adams Consulting first as a processor and currently as an account manager. Penny is able to assist clients with vendor and company payables, agency receivables, bank reconciliations as well as numerous other agency accounting functions.
GWilkes@AngelaAdamsConsulting.com
Greg has 12 years of experience as an AfW Power User. He has a strong accounting background and imaging expertise. He is an insurance agency owner and has served on the AMS Users Group National Educational Committee. Greg has taught classes for the National Users Group Conferences and teaches local AMS Users Groups throughout the country.
CMedeiros@AngelaAdamsConsulting.com
Carole began her insurance carrier in 1970 as Personal Lines CSR/Bookkeeper in a small agency. In 1978 she held Controller/System Coordinator positions in agencies with ARCom 1, Redshaw, ARC/AMS Series 1, AMS Pathfinder, Applied WinTam and AfW systems. In the early 1980’s, she was a trainer for Redshaw and trained agencies throughout the US on the AfW system from 1997-2000. She held the Certified Insurance Counselor (CIC) designation from 1991-2005. During a recently completed 5 years of employment with AMS Services’ Bothell, WA home office, Carole wrote all of the Help documentation for AMS 360 accounting features through version 1.5. Promoted to a Business Analyst position in the Development department in 2005, Carole designed the Vendor Payables feature released in AMS 360 version 2.0.
DDietz@AngelaAdamsConsulting.com
Debbie started her insurance career in 1978 at Blue Cross/Blue Shield in Chattanooga, Tn. She processed claims until 1979 and then became a trainer for new employees. Debbie began agency work in 1984 where she held positions from assistant bookkeeper to operations manager and system administrator. In 1995, she assisted her agency in moving from AMS/ARC’s accounting batch system to Aetna’s Gemini System to AFW. Debbie has 13 years experience with AFW, specializing in accounting.
BBevers@AngelaAdamsConsulting.com
Brenda started as a Customer Support Representative with AMS, Inc. in 1990 using Pathfinder systems. After becoming the Back Office Analyst for Pathfinder, she transferred to AFW accounting support in 1997. Brenda was on the first AFW to AMS 360 migration team and worked as an Accounting Analyst for both AFW and AMS 360 until 2009. Brenda has contributed to numerous AMSUG Conferences, either in the How-To Rooms or teaching classes. In addition, she's written for the Solutions data base in Focus and articles for the AMS Exchange. Brenda has worked closely with many insurance agencies and their accountants and payroll vendors. She has also trained new AMS support personnel and AMS trainers on AFW and AMS 360 accounting applications.
NSteiber@AngelaAdamsConsulting.com
Noel has 11 years of experience within the insurance industry working both in captive and independent agency settings. She has a background working in Customer Service, Sales, Marketing and most recently Agency Accounting. Noel is able to assist clients in both a CSR and Accounting capacity on both AFW and AMS 360 systems.
BHarrison@AngelaAdamsConsulting.com
Bridgett began her career in 1977 where she spent 8 years on the insurance company side in rating and underwriting. She has been on the Independent Agency side of the business for the last 24 years. She was an Assistant Vice President to a regional agency for 9 years where she managed the day-to-day service of large commercial accounts. Her experience includes Commercial Lines Account Management, Marketing, Agency Accounting and Systems Administrator.