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(618) 656-6010
For Insurance Agencies

Insurance Agency Accounting that stops the revenue leaking out.

Commission tracking, contingency planning, and exit-ready financials for insurance agencies. Know exactly what your book earns and what it is worth.

Schedule Your Consultationor call (618) 656-6010
Insurance agent talking with a client at a counter

Books closed by the 10th
Every month. In writing.
3,000+ clients served
Best Accountants, SBM Finalist
AICPA Member Firm
QuickBooks Certified ProAdvisor
Serving clients nationwide
What we solve

Where agency dollars quietly disappear

The commission and contingency gaps most generalists miss.

1
Revenue leakage
Manual commission reconciliation can quietly lose 5 to 12 percent of revenue. Carrier statements do not catch their own errors and neither do most bookkeepers.
2
Contingency blind spots
Bonus income tracked once a year is impossible to forecast or optimize. Monthly contingency visibility changes how you manage carrier relationships.
3
Commission cash-flow gap
Renewals arrive 30 to 90 days after binding while payroll and overhead run now. Planning around that lag is what keeps cash flow stable.
4
Undervalued at sale
Messy or inconsistent financial records make buyers and PE firms discount your agency. Clean, segmented books are what command a full multiple at exit.
What we do

One firm for the whole financial back office.

Four services, one team, one monthly rhythm, all built around how your agency actually runs.

Accounting
Agency financials you can actually use.
Commission and renewal revenue tracking
Producer-level profitability
CFO-level benchmarking and advisory

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Bookkeeping
Clean, reconciled books every month.
Carrier statement reconciliation
Up-to-date books by the 10th
Audit-ready records year-round

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Managed Payroll
Your team, paid right, on time.
Full-service payroll runs and filings
Producer commission and draw handling
Owner retirement-plan contributions

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Tax
Planning all year, not just April.
Protect your QBI deduction
S-corp and owner-comp strategy
Entity planning for agency owners

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The difference

We do things differently than most accountants.

Most firms are built around volume. File the return, move on, repeat. Here’s what you get with us instead.

What you’re used to
Manual commission reconciliation leaking 5 to 12 percent of revenue
Contingency income tracked once a year with no ability to forecast
Producer splits handled in spreadsheets instead of the books
No financial visibility into which carriers and lines actually pay
Messy records that get discounted at sale or PE valuation
With Thompson Flaherty
Tight commission reconciliation that captures every carrier dollar
Contingency tracking built into monthly books so you can forecast it
Producer splits recorded correctly and reported cleanly
Revenue segmented by carrier, line, and renewal vs. new business
Clean, valuation-ready records that command full multiples at exit
Getting started

How working together begins

The first call is completely free, with zero pressure and zero obligation. Just a straight, honest read on your agency.

01
Free intro call
Tell us about the practice and your goals. No pressure and no commitment, just a real conversation.
Step 1
02
We review your numbers
We dig into your books, payroll, and prior returns, then show you exactly where we can help.
Step 2
03
We take the wheel
We transition your accounts, clean things up, and put reliable systems in place. Fast.
Step 3
04
Year-round partnership
Proactive planning, fast answers, and ongoing advisory. We’re in your corner all year.
Ongoing
The team

Who you’ll work with

You’ll work directly with the same CPA every time, someone who actually knows your numbers, your goals, and your industry.

Tyler Hawkins

Tyler Hawkins, CPA
Senior Certified Public Accountant
Kelly Flaherty

Kelly Flaherty, CPA
Senior Certified Public Accountant
Jim Klostermann

Jim Klostermann
Senior Tax Accountant
Christian Kimble

Christian Kimble, CPA
Certified Public Accountant

Common questions about insurance agency accounting

Straight answers about working with us. Anything else? Bring it to the call.

Yes. Commission reconciliation is one of the core things we do for insurance agencies. We reconcile each carrier statement to your books monthly, catch discrepancies before they compound, and make sure producer splits are recorded correctly. Most agencies are surprised by how much this tightens their revenue.
Let’s talk
Ready to work with a CPA who actually gets back to you?
Whether it’s your books, payroll, or a real tax plan, let’s talk. The first call is free, with zero pressure.
Schedule Your Consultation

Prefer the phone? (618) 656-6010

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