C. M. Temple & Associates specializes in insurance agency accounting for agencies using TAMOnline and HawkSoft. Our insurance agency accounting staff have worked in the insurance industry for several years and have a solid understanding of accounting practices, as well as the nuances and intricacies of insurance accounting.
We can handle the following for your agency:
- Vendor payables
- Recording of deposits (operating and trust)
- Agency bill reconciliations
- Direct bill invoicing/import/reconciliations
- Trust account reconciliations
- CSR audits
- Accounting workflow audits
- Employee training
- Other services, as requested
Please feel free to contact us regarding packages and pricing options available. We can handle accounting for agencies of all sizes! We provide a discount for all IIABA members (national and/or state association members).