Applied Epic Accounting Support
Your accounting, done properly in Applied Epic
We do your accounting in Applied Epic — setting up or cleaning up the accounting module, configuring the GL and reconciliations, and running month-end in the system instead of off to the side in a spreadsheet.
What you get
- Applied Epic accounting module setup and cleanup
- General ledger and reconciliation configuration
- Month-end close performed in Applied Epic
- Direct-bill and agency-bill workflow configuration
- Broker management system migration support and process documentation
What changes for your brokerage
- An Applied Epic accounting module that is actually set up correctly
- Month-end close run inside Epic, not rebuilt in Excel
- Direct-bill and agency-bill workflows configured the right way
- Clean data after a broker management system migration
- Your staff working from documented Epic processes
The CPA who builds your file knows brokerage accounting
BrokerLedger is CPA-led and works inside Applied Epic. Our services are shaped by how a brokerage's books actually move — agency bill versus direct bill, commission income, producer compensation — not what a generic small-business bookkeeper assumes.
Book a discovery call
Tell us about your brokerage and we'll walk you through exactly how we can help. No pressure, no obligation — just a straightforward conversation.
Get in Touch
Have a question? We typically reply within one business day.