bookkeeper

Articles tagged with bookkeeper


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...

Collections

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COLLECTIONS The purpose of a collection system is to collect money owed to the agency without alienating the insured. In this section, we will answer the following questions: Who s...

Csr Compensation Manual

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CSR COMPENSATION MANUAL INTRODUCTION You've hired a new Customer Service Representative (CSR). He/she may not have technical insurance knowledge, but it doesn't...

Employee Compensation

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EMPLOYEE COMPENSATION At first glance, there seems to be no great secret to employee compensation. We all work to be paid. Pay your people well, and they'll work hard for the agency and stay with yo...

Employee Compensation 1

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EMPLOYEE COMPENSATION At first glance, there seems to be no great secret to employee compensation. We all work to be paid. Pay your people well, and they'll work hard for the agency and...

Employee Theft

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EMPLOYEE THEFT Dear (Customer Name): $42,000 lost through secretary's check forgery. $600,000 lost when trusted bookkeeper funneled off funds over a 10-year period. ...

Independent Agencies On Slippery Slopes?

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INDEPENDENT AGENCIES ON SLIPPERY SLOPES? by Victoria Sonshine Pasher There's no letup yet for the independent agency squeeze that's persisted throughout the 1990s. Facing numerous challenges, agen...

Seven Ways Employees Can Steal You Blind

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SEVEN WAYS EMPLOYEES CAN STEAL YOU BLIND by Don Phin I love the notion of trusting relationships. Ive also come to learn that you cant trust blindly. Thats a game ...

Sharks Wanted: Hiring Great Salespeople

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SHARKS WANTED: HIRING GREAT SALESPEOPLE by Chris Burand Find the best sharks and train them to be even more effective predators. We dont want the people who ...

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