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“Helping small business owners

Gain clarity and insight,

Save 60 hours a year,

Increase profits by an average of $7,500.”

Now Accepting a Limited Number of New Bookkeeping Clients
Personalized bookkeeping for insurance professionals. Limited availability. Schedule a complimentary Fact-Finding Consultation today.

BIG NEWS: The insurance agent with 20+ years bookkeeping experience, who started Insurance Agent Bookkeeping, is currently focusing on Insurance. 

However, as my business transitions to focus primarily on Medicare insurance services, I will continue providing bookkeeping services to a limited number of clients.

To ensure every client continues to receive the same high level of personalized service, I am accepting only a small number of new bookkeeping accounts. Preference is given to insurance agents and agencies, although I may consider other small businesses that are a good fit.

If you're looking for accurate, reliable bookkeeping from someone who understands the insurance industry from the inside, I'd be happy to learn more about your business. Interested in working together?

Click the button below to schedule a complimentary consultation. During this meeting, we'll discuss your business, your current bookkeeping process, your goals, and determine whether we're a good fit for each other.

► Schedule Your Complimentary Consultation

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Remote

Bookkeeping

Services

In-House comprehensive bookkeeping , done remotely, done right, to help you succeed. 

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QuickBooks

Account

Clean-Up

QuickBooks account is a mess? We can help clean it up, and get your numbers and systems in shape

Professional Work

QuickBooks

Bookkeeping

Consultation

Need a second set of eyes, advice, suggestions, recommendations with QuickBooks accounting, we can help

About RB+

I’ve always been a numbers guy (geek). By the 6th grade, I was proficient in High School level math. In High School I was placed in a a 5-year special math program consisting of Algebra I/II, Geometry, Calculus, Trigonometry and maintained an A+ average. My guidance counselor suggested going on to become a mathematician, but I had other (youthful - foolish) ideas. After successful careers in the military, hospitality and insurance business, and 20+ years of bookkeeping experience, I’ve started my dream business as a QuickBooks Certified Remote Bookkeeper. I get to work with numbers and help small business owners gain clarity, save 60 hours a year, and increase profits by an average of $7,500.”

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