Midori Bookkeeping offers specialized bookkeeping and payroll services for insurance agents.

As a business owner of an insurance agency, you face unique risks and challenges that other industries do not have to deal with – like the need to adhere to statutory accounting principles and pay out your policyholders at a moment’s notice.

Don’t take any chances when it comes to books. Entrust your insurance’s business’ finances to the experts at Midori Bookkeeping.

Bookkeeping for Insurance Agents

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For small businesses in the insurance industry, keeping your business finances up to date is a must. At Midori Bookkeeping, we can ensure that every premium, late payment, commission, and payout is accounted for. We understand that bookkeeping for insurance agents takes place in the day to day maintenance of your financial records. By keeping your books up to date, you can see where you can save money. 



Our bookkeeping services for insurance agents include:

  • Sending payment reminders to clients
  • Applying tax credit to invoices
  • Applying fees to late premiums as a flat fee or percentage
  • Processing payroll and agent commissions
  • Logging/categorizing your business expenses
  • Producing monthly financial reports to track your business’s financial standing
  • Producing financial reports that show your customer acquisition costs
  •  Sending invoices to repeat customers

Don't Trust Just Any Bookkeeping Firm

Midori Bookkeeping is a small business bookkeeping and payroll firm with over 12 years of experience. As Certifies QuickBooks ProAdvisors our firm has been helping other small businesses like yours optimize and control their business finances. 


Our insurance accounting services are geared towards helping you protect your policyholders and making sure you’re never without the reserves you need.


Contact Midori Bookkeeping to learn how our insurance agency bookkeeping services can help strengthen your bottom line.

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