Streamline Your Accounting – Start Today
INSURANCE AGENCY
Our US-based Direct Bill Processors are full-time Angela Adams Consulting employees, bringing consistency, accountability, and deep insurance accounting expertise. Specially trained in Direct Bill Processing, they handle complex transactions with accuracy and align their work with your agency’s financial strategy, ensuring seamless, reliable results you can trust.
As a leading provider of monthly insurance accounting services, we offer customizable solutions to meet the needs of all sizes, agencies nationwide. From carrier checks and bank reconciliations to producer commissions and monthly financial statements, our expert team streamlines your bookkeeping with accuracy, efficiency, and peace of mind.
Take control of your agency’s financial health with our expert analysis. From our Accounting Report Card to in-depth GL reviews, we uncover inefficiencies, optimize processes, and align your operations with industry best practices, saving you time, money, and stress. You’ll gain clear, actionable insights to make smarter, more proactive decisions.
Insurance accounting isn’t the same as standard bookkeeping, and that difference matters. Our expert-led training equips your team with the specialized skills they need, tailored to your agency’s workflows. Minimize staff strain, speed up onboarding, and build a stronger financial foundation with training that is hands-on and aligns with your agency’s accounting cycle.
Simplify your agency’s finances with expert QuickBooks support tailored for insurance operations. Whether you’re starting fresh or refining your setup, we ensure accurate, efficient bookkeeping—while aligning your QuickBooks configuration with your agency management system for seamless cooperation. From setup to daily management, we help you get the most out of QuickBooks so you can focus on growth.
Our Financial Analyst Services provide your agency with executive-level financial insights to guide strategic decisions. Beyond traditional bookkeeping, our team of insurance agency accounting professionals delivers detailed reports and in-depth analysis tailored to your agency’s unique needs.
We help you interpret financial data, identify opportunities for growth, and address potential challenges, ensuring you have the confidence to make sound, informed decisions. With our expertise, you can focus on leading your agency with clarity and precision, backed by actionable financial intelligence.
As an insurance agency owner, aligning your financial goals with your agency’s vision is critical to long-term success—but hiring a full-time CFO can cost $120,000 to over $200,000 annually. That’s where our Virtual CFO (vCFO) services come in.
Designed to provide high-level financial expertise without the full-time cost, our vCFO service helps you develop strategic financial plans, track progress, and establish accountability to achieve your goals. With insightful financial data and monthly discussions, we equip you with the tools to make better decisions and drive your agency forward. Plus, with no competing agenda, our guidance is always candid, unbiased, and focused on your success.
Proactive financial management is one of the foundational elements of long-term success, and our accountants and consultants are dedicated to helping your agency achieve it.
We work alongside you to identify potential challenges and uncover opportunities before they arise, giving you the clarity and confidence to make strategic, growth-focused decisions. By streamlining processes, analyzing financial data, and providing actionable insights, we help align your financial strategies with your agency’s overarching goals.
With our expertise, you can avoid costly surprises, improve operational efficiency, and ensure your agency is always positioned for stability and success in an ever-changing market.
NEED SYSTEM SPECIFIC CONSULTING AND TRAINING?
Partners and Affiliations
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.
A Culture of Accountability
Consultant
Angela is a popular speaker at NetVU conferences whether it be a local Chapter meeting, virtual webex session or National Conference. This is due to her experience with the Insurance Industry and passion for Insurance Agency Professionals. Angela has been in the Insurance Industry since 1980. She has held various positions with Carriers including System Interaction Specialist, Personal Lines Underwriter, Commercial Lines Underwriter. In 1992 Angela became a Licensed Property & Casualty agent for a large Brokerage firm in the Washington area specializing in Financial Products before joining Vertafore in 1996. 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.
