accountant

Articles tagged with accountant


20 Tips For Prospective Agency Buyers

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Before you buy an agency, check out these tips. If you're planning to purchase an agency, these guidelines are essential...

Accounting Audits And Reviews: Worth The Expense

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ACCOUNTING AUDITS AND REVIEWS: WORTH THE EXPENSE by Chris Burand Agencies can avoid a lot of grief by obtaining annual accountants reviews or audits. An audit can catch inno...

Audit Explanation - Credit

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Dear (Customer Name): RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. However, the payroll ...

Audit Statement - Check Enclosed

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AUDIT STATEMENT - CHECK ENCLOSED Dear (Customer Name): RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. Howev...

Audit Statement - Invoice

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AUDIT STATEMENT - INVOICE Dear (Customer Name), RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. However, the payroll and other fi...

Avoid These Common Accounting Mistakes

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AVOID THESE COMMON ACCOUNTING MISTAKES by Chris Burand Some agents make a conscious decision to pay more in taxes in order to bu...

Best Practices Of Financial Management

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BEST PRACTICES OF FINANCIAL MANAGEMENT by Angela Bemiss In today's insurance environment, a successful insurance agent or broker must have good sales management, good operatio...

Business Evaluation - Business Estate Planning

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BUSINESS EVALUATION - BUSINESS ESTATE PLANNING HOW DO YOU PROTECT THE REAL VALUE OF YOUR BUSINESS? Dear (Customer Name): When a business owner dies, there are big expenses involved...

Choosing An Accountant

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CHOOSING AN ACCOUNTANT by Chris Burand The agency external accountant plays an integral part in every agency's operations. After reviewing many agencies financials, I've seen the unfortunate ...

Cluster Tips

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CLUSTER TIPS by Chris Burand Cluster contracts among individual agencies or groups of agencies (not necessarily the major cluster-type agency organizations) are almost alw...

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