Two plans. Core starts at $299 a month. Agency Pro starts at $379 a month. Both are fixed monthly bookkeeping, with the details of your agency priced in the calculator.
$299/month starting
Full monthly bookkeeping done for you.
$379/month starting
Everything in Core, plus reporting built around your State Farm comp.
Answer a few questions about the agency. Core and Agency Pro show up after you submit.
| Feature | Core | Agency Pro |
|---|---|---|
| Starting price | $299 | $379 |
| Bookkeeping | Full monthly | Full monthly |
| Reports | Monthly financials | Monthly + Commission Details |
| Insurance agency chart of accounts | Yes | Yes |
| Payroll journal entries (matched to payroll reports) | Yes | Yes |
| KPI reporting | — | Yes |
| Dedicated account manager | — | Yes |
| Review call | Mid-year + year-end | Quarterly |
| Financials delivered by | End of the month | 20th of the month |
| Year-end financials | Included | Included |
| Year-end documents due / financials delivered | Jan 31 / Feb 28 | Jan 10 / Jan 31 |
Book a free 15-minute consultation, or get the estimate first.
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