Reconciliation and categorization
Bank and credit card reconciliation, and transaction categorization.
Monthly bookkeeping for State Farm agents is billed as a fixed monthly fee, based on the work in the agency and the number of offices, with no hourly billing. Book a free 15-minute consultation to see which plan fits, or see the current plans on the plans page.
Trident serves State Farm agents nationwide, and the work is fully remote.
The monthly fee is fixed, not hourly. It depends on:
A consult is the place to walk through those details. There is also a public calculator on the site.
Bank and credit card reconciliation, and transaction categorization.
A monthly profit and loss and a monthly balance sheet.
Payroll journal entries matched to payroll reports. Trident does not run payroll.
A chart of accounts built for a State Farm agency.
Financials are kept in Kick. Agencies that use QuickBooks Online can stay on QuickBooks Online.
At year end, an income breakout from Agency Comp reports and a clean handoff to the agency's CPA.
Trident does not prepare or file tax returns, does not run payroll, and does not sell insurance.
Agency Pro, described on the plans page, adds reporting built around State Farm compensation, KPI reporting, a dedicated account manager, and a quarterly review call.
It is a fixed monthly fee, not an hourly rate. The amount depends on offices, accounts, payroll journal entries, and any cleanup needed first. See the current plans, or book a free 15-minute consultation.
No. Trident does not prepare or file tax returns. You keep your CPA, and at year end they receive a clean file, including an income breakout from your Agency Comp reports. More detail is on the State Farm consult page.
Yes. Multi-location State Farm agencies are a regular fit. Reporting can be split by office and rolled up for the whole agency. Book a consult to talk through the office setup.
Financials are kept in Kick. Agencies that already use QuickBooks Online can stay on QuickBooks Online. New clients get a chart of accounts built for a State Farm agency. See how the software is set up and the State Farm service page.
Most State Farm agents are onboarded in about 7 to 10 business days after the agreement is signed and access is in place. Monthly work then starts on the next month-end close. Book a free 15-minute consultation to pick a start date.
Doing the monthly work yourself costs selling time. Trident takes the reconciliations, categorization, payroll journal entries, and monthly financials so you can stay in front of clients. The consult is the place to see whether that trade is worth it for your agency.
Many CPAs prefer not to do monthly bookkeeping, and most generalist bookkeepers are not set up for State Farm compensation. Trident does the monthly work and hands a clean file to your CPA at year end. You do not have to replace your CPA.
That is a common starting point. The consult is where Ryan reviews the current state of your financials and what cleanup, if any, should happen before the first monthly close. Monthly service is a fixed fee after that point; book a consult rather than guessing the scope.
Yes. Trident serves State Farm agents nationwide, and the work is fully remote, in all 50 states. See bookkeeping for State Farm agents for the nationwide service page.
Trident has a 5.0 rating from 32 Google reviews and has served 70+ agencies.
“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!”
“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.”
Related: monthly bookkeeping vs a full-service firm, questions to ask before hiring a bookkeeper, and about Trident.
Updated November 11, 2026.
The call is with Ryan Harwell. It is to understand the agency, the pain points, and which plan fits.
Book a free 15-minute consultation