Menu
Menu
Applied Epic
Are you struggling to keep up with the demands of accounting in your agency? Kite Technology can help! Our Agency Consulting team has bookkeepers on staff with expertise in Applied Epic, ready to provide customized solutions that meet your agency’s needs.
We understand that every insurance agency is unique and has specific accounting needs. Our expert team takes a custom approach to outsourcing and will develop a plan that meets your agency’s specific accounting requirements. We will also implement our KiteTech Best Practices to ensure that you get the best possible service.
With our outsourced bookkeeping services, you’ll have a dedicated KiteTech bookkeeping team member who will be focused on all of your agency’s accounting needs.
Do you have concerns about the accuracy of your agency’s current accounting data? We can also provide forensic accounting and cleanup services to help agencies achieve accuracy in their financial reporting.
including but not limited to
We will handle the accurate and timely entry of all bank transactions, which is vital to your agency’s accounting data and report integrity.
We will manage your vendor payables, ensuring that all bills are paid accurately and on time, ensuring that expenses are appropriately allocated.
Our team will deliver regular accounting management reports, providing an accurate picture of your agency’s financial health.
We will ensure that your direct bill commissions are accurately recorded and reconciled to your financial records, including manual recording, importing, and direct bill commission download processing.
We will provide a method for producer and broker payables whether that be by producer commission reports, production reports, or by utilizing the Pr/Br reconciliation in Applied Epic.
We will schedule regular meetings with your bookkeeper to review progress, discuss any accounting issues, and ensure that all your accounting needs are being met.
We will reconcile your agency bill invoices and statements, ensuring that all transactions are paid on time and recorded in Applied Epic. This ensures that your premium payable reports are balanced to your financial records.
We will reconcile your bank accounts at the end of each month, ensuring that all transactions are recorded accurately and that all discrepancies are identified and resolved.
Maximize your agency’s growth potential by outsourcing your bookkeeping tasks to our team of experts. KiteTech’s Agency Consulting team understands that your time and resources are valuable, which is why we provide efficient and cost-effective solutions that allow you to focus on your agency.
By choosing our services, you’ll have peace of mind knowing that your accounting and bookkeeping needs are being handled by a team of professionals with extensive Applied Epic expertise. Our customized solutions are tailored to meet the unique needs of your agency, and we work closely with you to ensure that all your requirements are met.
Professional bookkeepers have the necessary skills and experience to handle complex accounting tasks, ensuring accuracy and compliance with accounting standards.
Outsourcing can be a cost-effective solution, as it eliminates the need to hire a full-time bookkeeper and reduces overhead costs associated with in-house bookkeeping.
With an outsourced bookkeeper, you can have peace of mind knowing that your financial records are accurate and up-to-date, allowing you to make informed decisions for your agency's future.
Outsourcing bookkeeping tasks can help streamline processes, reduce errors, and save time, allowing you to focus on core business activities.
An outsourced bookkeeper can tailor their services to meet your agency's specific needs and requirements, providing customized solutions that align with your business goals.
With our outsourced bookkeeping services, you can focus on growing your business without worrying about the time-consuming tasks of bookkeeping.
Let's talk!
We would love the opportunity to learn more about your business and how we can help.
Cloud solutions architect
Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.
