21st Century Services
For Insurance Agencies
Step 1: Discovery & Financial Review
We start with a conversation and a review of your current financials.
What we do:
Review your current books, systems, and reports
Identify gaps, risks, and problem areas
Clarify your goals (growth, stability, taxes, future sale readiness)
What this gives you:
Clarity on where things stand today
A clear plan for what needs to be fixed and improved
Confidence that nothing critical is being overlooked
Step 2: Cleanup & Catch-Up (If Needed)
If your books are behind or messy, we clean them up first...properly.
What we do:
Reconcile accounts and correct errors
Clean up historical transactions
Organize your books so they reflect how insurance agencies actually operate
What this gives you:
Accurate, reliable financials
A clean foundation you can trust
No more guessing if your numbers are right
Step 3: Bookkeeping Built for Insurance Agencies
This is where clarity becomes consistent.
What we do:
Monthly bookkeeping and reconciliations
Accurate tracking of commissions, chargebacks, and expenses
Clean financial statements delivered on time, every month
What this gives you:
Numbers you can rely on
Predictable cash flow visibility
Peace of mind knowing your books are handled correctly
Step 4: Financial Insight & Advisory
Good bookkeeping tells you what happened. We help you understand what it means.
What we do:
Review financials with you in plain language
Help you understand profitability, cash flow, and trends
Support decisions around hiring, growth, taxes, and owner pay
What this gives you:
Confidence when making big decisions
Fewer surprises and more control
Financial clarity that supports your life — not consumes it
Step 5: Ongoing Optimization & Support
As your agency grows, your financial needs evolve.
What we do:
Refine systems as your agency changes
Adjust reporting as goals shift
Stay proactive as complexity increases
What this gives you:
A long-term financial partner
Stability as your agency grows
Confidence that your numbers keep up with your success
Find out how you can . . .
Pay yourself with confidence. Grow without guessing.
Copyright © 2026 Modern Edge Bookkeeping LLC |
Pella, IA | (800) 817-5491
Copyright © 2026 Modern Edge Bookkeeping LLC |
Pella, IA | (800) 817-5491