Stop wrestling with QuickBooks and messy financials. We handle your books so you can focus on growing your agency.
Spending hours on bookkeeping and expense tracking instead of selling policies
Your QuickBooks is a mess and you're not confident in your numbers
Tax season is stressful because your books aren't ready
You know you need help but can't find someone who understands insurance
Transaction categorization, bank reconciliation, and expense management — handled every month without fail.
Monthly P&L, Balance Sheet, and Cash Flow statements tailored specifically for insurance agency operations.
Keep payroll entries accurate, vendor payments organized, and every expense properly categorized for your agency.
Setup, maintenance, and optimization specifically for insurance agency chart of accounts — the way it should have been from day one.
Unlike generalist bookkeepers, we understand the unique financial reporting needs of captive and independent agents — from payroll and expense tracking to the reports that actually matter for your agency's growth.
Ideal for multi-location agencies with complex financial reporting needs
A 15-minute consultation to understand your agency, your pain points, and your goals.
Custom chart of accounts, QuickBooks optimization, and a clean starting point for your financials.
Monthly reports delivered on time, books always current, and a trusted partner in your corner.
“Ryan and his team will take the burden of bookkeeping off of your plate and make your life so much easier. I hesitated to sign up because my current company was ‘cheaper’ and I ultimately wish I would’ve signed up years ago. Year end filing and taxes are so much less stressful knowing that things are in order ahead of time.”
“I started working with Trident Bookkeeping 4 months ago and they have been a HUGE help in the organization of my insurance agency. They set me up on QuickBooks, cleaned up 3 years of mess and have helped keep me on track with monthly meetings. They take the heavy lifting of accounting and taxes off your shoulders!”
“I’ve been working with Ryan and the team at Trident for about 6 months now and I couldn’t be happier. Not only is the monthly bookkeeping accurately completed but the advice they have given us has been invaluable. They are responsive and always willing to talk through issues as they arise.”
“Ryan is as reliable as they come and his attention to detail has saved me both countless amounts of time and money. Trident is a tool of my business that I would never choose to live without.”
“Ryan & Trident are fantastic. They complete bookkeeping for my business in an accurate and timely manner. Has simplified my operation and allowed me to focus on our customers! Wish I was connected with him years ago.”
“I have been using Trident Bookkeeping for several years now and they have been nothing short of amazing. Ryan and his team are professional, responsive, and always go above and beyond. They have helped me save time and money, and I couldn’t be happier with their services.”
Our fixed monthly pricing starts under $500/month, tailored to your agency's needs. No hourly billing, no surprise charges.
Yes — 100% of our clients are insurance agency owners. We understand the unique bookkeeping and financial reporting needs of insurance agencies that general accountants miss.
We work in QuickBooks Online, the most widely used platform for insurance agencies. We'll set up your chart of accounts specifically for your agency type.
Absolutely. State Farm agents are our specialty. We understand the financial reporting needs unique to captive agents and the day-to-day bookkeeping that keeps your agency running smoothly.
Yes — multi-location agencies are our ideal client. We set up tracking and reporting per location so you can see exactly how each office performs.
Full-service bookkeeping: bank reconciliation, expense categorization, payroll entries, monthly P&L, balance sheet, and cash flow reporting.
Book a free 15-minute consultation to see how we can help your agency.
Book Your Free Consultation