Services

Bookkeeping

Clean Books. Clear Picture. Every Month.

The Problem: You're producing, but commission statements pile up, and chargebacks show up as a mystery instead of a line item. You need to know what came in, what got clawed back, and what your CPA needs.

What I Do: (delivered exclusively via QuickBooks Online · ProAdvisor Certified)

→ Monthly commission reconciliation across all carrier statements
→ Chargeback tracking, so a lapsed policy doesn't surprise you next month
→ Structured monthly reporting and SOPs for your financial processes
→ Clean, handoff-ready deliverables for your CPA - or a compliance audit

Who It's For: Solo captive or independent producers who are doing their own books, behind on reconciliation, or paying someone who doesn't know the difference between a chargeback and a bounced check.

Practice Profiles:

Single Carrier: Single appointment commission reconciliation
Multi-Carrier: 2–4 appointment commissions reconciled
Complex Practice: 5+ carriers / overrides / team production / agency-bill layered on direct-bill

Visibility Sprint

See Your Whole Practice at Once. Finally.

The Problem: Work is happening (cases are moving, clients are getting serviced, license renewals are creeping up) but you can't see any of it clearly. You find out a license lapsed, or a referral went cold, after it's too late to do anything.

What I Do: I map how your work actually flows through your practice - case management, policy reviews, referral follow-up with your COIs - and build a monday.com workspace around THAT reality. Then I document everything so you can run it without me in the room.

→ Custom monday.com workspace built around case tracking, license renewal reminders, and referral/COI follow-up
→ Written SOPs so the system runs without me in the room
★ Optional: Structured Walk-through and Hand-Off

★ Optional: Ongoing Operator retainer (very limited: 1–2 clients max)

Who It's For: Solo producers whose case status, renewal deadlines, and referral follow-ups run on a mix of memory, sticky notes, and hope - and they are ready to actually see what's moving.

The Penny Archive

Two services. Start with one, or run both.

Bookkeeping

Pricing

Single-carrier Producer

Multi-carrier Producer:

Complex Practice:

One-time Onboarding/Catch-Up:

Visibility Sprint

Pricing

Build & SOPs:

Structured Handoff:

Operator Retainer:

That's what the Discovery Call is for.