Accounting Report Card
Do You Know the Condition of Your Agency’s Financial Health? Get an Accounting Report Card from Angela Adams Consulting!
Protect your agency against inefficiencies and costly time-consuming processes! Save time and money by aligning your accounting processes and procedures with industry experts.
Get A Thorough Review of Your Insurance Agency's Accounting
Trust Positions
Are you acting as a reliable fiduciary for your client’s policy premiums?
Security
Cash/Bank Accounts
Accounts Receivable
Prepaid Expenses
Direct Bill
Accounts Payable
Employee Taxes
Schedule a Consultation for Pricing, Training Details, and Answers to Your Questions!
Ready for Your Grade?
Frequently Asked Questions
What does the Report Card include?
The service includes a thorough review of your agency’s accounting processes, identifying issues and potential risks. We use a grading scale to assess your financial analysis, highlighting areas where improvements can be made. After the review, we present our findings in a one-hour meeting and provide actionable recommendations.
How does the grading scale work in the Report Card?
Our grading scale helps assess the health of your agency’s financials, uncovering potential issues like inefficiencies, inaccuracies, or fraud. The scale evaluates the General Ledger, processes, and financial practices, helping identify areas where your agency may be struggling.
What type of issues can the Report Card help uncover?
The Report Card can reveal a variety of financial issues, such as mismanagement of funds, potential fraud, inaccurate or outdated records, inefficient accounting processes, and areas where your General Ledger can be cleaned up to ensure more reliable financial reports.
What happens after the review?
After the review, we’ll provide a detailed presentation of our findings and offer suggestions for cleanup or improvements. If you choose to continue working with us for ongoing accounting services, we’ll waive the $500 setup fee, and we can help implement any necessary changes to improve your financial processes.
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Has Your Insurance Agency Mastered the Foundational Elements for Success?
We’ve noticed that our most successful clients all excel on the same Foundational Elements. Our goal is to share these elements with agencies and help them prioritize their time and initiatives around these pillars to achieve success that will last for years to come.