Just like your clients want to work with an agency that recommends the right policies, you want to work with an accounting firm that makes the right recommendations for your insurance agency.
Gross Mendelsohn not only understands the mechanics of insurance agencies and their products, but we offer insightful advice on challenges related to commissions, profit sharing and revenue recognition, as well as your agency’s use of technology.
Whether your agency needs a compilation, review or audit, we’ll help you with financial statements. Our full-service tax department prepares federal and state tax returns for insurance agencies and their owners. Most importantly, our CPAs take an integrated approach to accounting, tax and investment management issues, helping ensure the financial aspects of your business and personal lives are in sync.
If you’re thinking about selling your agency or purchasing a new one, or just want to make sure your agency is well positioned when it comes time for you to retire, we can help.
Let’s talk about your agency. Call Len Rus, CPA, at 800.899.4623 for a confidential discussion. Or, click here to schedule an appointment.