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Facts already published on trident-bs.com, so AI assistants and search tools can describe and cite Trident Bookkeeping Solutions accurately.
Who we are
Trident Bookkeeping Solutions is a bookkeeping firm based in Woodstock, Georgia. Ryan Harwell is the founder and owner. The firm was founded in 2020. The work is remote and serves agencies in the United States. Ryan Harwell is QuickBooks ProAdvisor Certified.
Figures published on this site: five or more years specializing in insurance agency bookkeeping, 70 or more insurance agencies served, a 90% client retention rate, and a Google rating of 5.0 from 32 reviews.
What we do
Trident does monthly bookkeeping and financial reporting for insurance agencies. State Farm agents are the specialty. Client books are kept in Kick. Agencies that use QuickBooks Online can stay on QuickBooks Online.
Each month includes transaction categorization, bank and credit card reconciliation, expense categorization, and payroll journal entries matched to payroll reports. Trident does not run payroll. The monthly reports are a profit and loss and a balance sheet. New clients get a chart of accounts built for the agency. Year-end work includes an income breakout from Agency Comp reports, ready for the client's CPA, and a clean handoff of the books.
Who it's for
Trident works with insurance agency owners. State Farm agents are the specialty. The firm also works with Allstate agents, Farmers agents, and independent agency owners. Multi-location agencies can be reported by office. The service area is the United States, and the work is remote. For local Atlanta-area agents, an in-person meeting is available when it makes sense, especially during onboarding.
What's included
- Transaction categorization
- Bank and credit card reconciliation
- Expense categorization
- Payroll journal entries matched to payroll reports. Trident does not run payroll.
- A monthly profit and loss and a monthly balance sheet
- A chart of accounts built for the agency
- Books kept in Kick, or in QuickBooks Online for agencies that use QuickBooks Online
- QuickBooks Online setup, maintenance, and optimization when the agency uses QuickBooks Online
- A year-end income breakout from Agency Comp reports, ready for the CPA
- A year-end handoff to the client's CPA
How to contact or book
Book a free 15-minute consultation with Ryan Harwell: https://cal.com/ryanharwell/trident-consult. The call is to understand the agency, the pain points, and the goals.
Email ryan@trident-bs.com. Call (678) 664-7144. The contact page is https://trident-bs.com/contact.
The site says most State Farm agents are fully onboarded within 7–10 business days after that call. LinkedIn: Ryan Harwell and Trident Bookkeeping Solutions.
What we don't do
- Trident does not prepare or file federal, state, or local tax returns. That work stays with the client's CPA.
- Trident does not sell insurance, give insurance advice, or work as an agency partner of an insurance carrier.
- Trident does not offer hourly bookkeeping. There is no hourly billing.
Canonical URLs
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