Pricing
Fixed-fee packages, no hourly billing
Three tiers, scoped by brokerage size — premium volume and number of producers. Inclusions are public; pricing is set on the discovery call so the package fits your transaction volume, trust handling, and reporting needs.
Essentials
Smaller brokerages with one or two producers and a straightforward, mostly direct-bill book.
- Monthly bookkeeping and transaction coding in Applied Epic
- Bank, trust, and credit card reconciliation
- Monthly premium trust reconciliation with surplus/shortfall reporting
- Direct-bill commission reconciliation
- Monthly close package and short written summary
- Year-end working-paper file delivered to your accountant
- Email support with 1 business day response
Growth
Established brokerages with several producers and a mix of agency and direct bill across multiple carriers.
- Everything in Essentials
- Agency-bill and carrier statement reconciliation
- Premiums-payable-to-insurers scheduling
- Producer and sub-broker commission statements
- Owner reporting: P&L, balance sheet, revenue by line and producer
- Defined month-end close calendar with committed turnaround
- Quarterly financial review call
Enterprise
Larger or multi-office brokerages, MGAs, and acquirers consolidating multiple books on Applied Epic.
- Everything in Growth
- Multi-entity and multi-office consolidation
- Multi-currency handling for non-standard and foreign placements
- Contingent and profit-sharing commission tracking
- Lender- and acquirer-ready financial statements
- Trust position dashboard and KPI reporting
Why we don't publish numbers: brokerage bookkeeping pricing depends on premium volume, producer count, agency bill versus direct bill mix, and reporting depth. Two brokerages with similar revenue can have very different scopes. We'd rather scope it correctly on a 30-minute call than mislead you with a teaser price.
Add-ons
Available alongside any tier. Scoped and priced on the discovery call.
What's not in our packages — and why
We're brokerage-only, and we respect independence. Some things you might expect from a generalist firm are deliberately out of scope.
Audit and review engagements
We do not perform assurance work for our own clients. Independence matters; that work is done by separate licensed public accounting firms. We prepare your file so the engagement is efficient.
Personal income tax returns
Our scope is the brokerage, not the individuals running it. We refer personal tax to firms that specialize in it.
Ready to get a quote?
Tell us about your brokerage — premium volume, producer count, reporting needs — and we'll come back with a tier and a number on the same call.
Get in Touch
Have a question? We typically reply within one business day.