accountants

Articles tagged with accountants


A New Look At Insurance Agency Valuation

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A NEW LOOK AT INSURANCE AGENCY VALUATION by Carol Hammes Its becoming increasingly important for agents to recognize that having a complete, professionally prepared appraisal won&...

Account-Upgrading

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ACCOUNT-UPGRADING Dear (Customer Name): Clients often ask us, 'Do I need to bond every single one of my employees to make certain I'm protected?' The subject of bonds can seem complex, but at (Yo...

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...

Banks, Agents, And Profits

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BANKS, AGENTS, AND PROFITS by Paige Proctor A recent survey by the IIAA and ABA (American Bankers Association) showed that 70% of bankers and 57% insurance agents think they can operate together and...

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 ...

Do You Really Care About Your Customers?

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DO YOU REALLY CARE ABOUT YOUR CUSTOMERS? by Emily Huling Well, of course you care about your customers! At least, you believe you do. How do you show it? If you're like most of the sales...

Dollars And Sense Of Financial Statements

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Finance, it is often said, is the language of business. This may well be true, but there are a lot of us who don't understand the language and could be described as 'financially illiterate.' It doesn't have to be that way and you don't need an accounting background to become financially literate.

Financial Statements As A Management Tool

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FINANCIAL STATEMENTS AS A MANAGEMENT TOOL by Douglas Moat Like most businesspersons, insurance agency owners and managers want to know how well they are doing and how much their business is wo...

How Long Should I Keep My Records?

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HOW LONG SHOULD I KEEP MY RECORDS? by Curtis Pearsall There's no single answer to the question of how long you should keep your records. A rule of thumb generally calls for a seven-year retenti...

Planning Your Future: How To Choose A Consultant

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PLANNING YOUR FUTURE: HOW TO CHOOSE A CONSULTANT by Emily Huling What are your specific challenges? Mergers? Acquisitions? Finding qualified personnel? Marketing strategies? Automatio...

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