About Trident Bookkeeping Solutions
Monthly bookkeeping for insurance agency owners, from Woodstock, GA.
Trident Bookkeeping Solutions is a bookkeeping firm based in Woodstock, Georgia. Ryan Harwell is the founder and owner. The firm was founded in 2020 and provides specialized monthly bookkeeping and financial reporting for insurance agency owners. Service is nationwide across the United States and is done remotely.
Who the firm works with
Trident works with insurance agency owners, not as a general bookkeeping practice. State Farm agents are the specialty. The firm also works with Allstate agents, Farmers agents, and independent agency owners. Multi-location agencies are a core fit: books are set up with tracking and reporting per location so each office can be seen on its own.
About 85% of clients are insurance agency owners. The figures published on this site are five or more years specializing in insurance agency bookkeeping, 70 or more insurance agencies served nationwide, and a 90% client retention rate from referrals.
What the monthly work includes
The work is done in QuickBooks Online. Each month includes transaction categorization, bank reconciliation, expense management, and payroll entries, plus a monthly profit and loss statement, balance sheet, and cash flow statement built for insurance agency operations. New clients get a chart of accounts set up for their agency type. Ryan Harwell is QuickBooks ProAdvisor Certified.
Fixed monthly pricing ranges from $299 to $499 per month, based on the agency's size and complexity, including transaction volume and the number of office locations. There is no hourly billing and no surprise charges. The monthly fee is set before the work starts. Payment is by credit card or ACH, in US dollars.
Trident does not prepare or file tax returns. That stays with the client's CPA. The monthly close keeps the books current so the year-end file handed to the CPA is ready to use. Trident does not sell insurance and does not take hourly bookkeeping engagements.
Where the work happens
The firm is based in Woodstock, GA, about 30 minutes north of Atlanta, and serves agencies nationwide. Most of the work is remote, which is what keeps the monthly price fixed. For local Atlanta-area agents, an in-person meeting is available when it makes sense, especially during onboarding.
How an engagement starts
A new client starts with a free 15-minute consultation to understand the agency, the pain points, and the goals. From there the books are set up in QuickBooks Online, and the ongoing service is the monthly close and the reports. After that, the agency owner can spend the time on selling.
To talk with Ryan Harwell, email ryan@trident-bs.com, call (678) 664-7144, or book the consultation at cal.com/ryanharwell/trident-consult. The contact page lists the same details.