★★★★★
“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.”
Stop wrestling with QuickBooks and messy financials. We handle your books so you can focus on growing your agency.
Starting at $299 a month
★★★★★
“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’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.”
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 and Balance Sheet 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.
Learn moreUnlike 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.”
Core starts at $299 a month and Agency Pro at $379 a month, both fixed with no hourly billing. Get an estimate for your agency's price.
Yes — 85% of our clients are insurance agency owners. We understand the unique bookkeeping and financial reporting needs of insurance agencies that general accountants miss.
We keep your books in Kick, and it's included in every plan. Prefer QuickBooks Online? We can keep you on QBO for $60 a month. See pricing
Absolutely, State Farm agents are our specialty. Every plan includes a year-end income breakout from your Agency Comp reports, and Agency Pro adds Commission Details every month.
Yes. On Agency Pro, multi-office tracking is a $75 a month add-on so you can see how each office performs. Get an estimate
Every plan includes full monthly bookkeeping, bank and card reconciliations, payroll journal entries and monthly financials. Agency Pro adds revenue split by Auto, Fire, Life and Health, KPI reporting, a dedicated account manager and financials by the 20th. Compare plans
No, we don't process payroll. Each month we pull your reports from your payroll provider and record them so your financials are accurate.
Book a free 15-minute consultation to see how we can help your agency.
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