Working with  Accounting Specialists

Experience seamless accounting solutions and discover custom accounting services done by the book.

Explore our Accounting Solutions Tailored for Insurance Professionals

InsBOSS Accounting specialists offer the following accounting solutions to help you balance your books and stay on top of your finances.

Administrative Accounting Services

Free your hands to do more with InsBOSS Accounting Specialists at the helm of your daily administrative accounting solutions. Our skilled accounting specialists can help ensure that your transactions are well-accounted for in your books.

Additionally, they can also process your payroll, generate reports, and consolidate and turnover these accounts so you can gain clarity on your finances.

Lastly, our accounting specialists can help manage your AMS and various accounting tools and systems such as Quickbooks. If you are already using cloud-based platforms, you may train your accounting specialists on your preferred tools so they can easily adapt their virtual accounting services to your unique needs.

General Bookkeeping

Gain valuable insights into your financial health with our skilled accounting specialists balancing your books and financial records. Let our accounting specialists process your monthly financial statements, manual transactions, and journal entries with precision and care. They can also assist in analyzing your AMS and SaaS modules according to your profit and loss balance sheets to help you make data-driven decisions for your business. Keep your year-end financial reports and tax documents accurate and compliant with our virtual accounting services.

Financial Statement Preparation

Financial Statements are powerful tools in helping you make informed decisions on your business expenditures. Having a dedicated accounting specialist compiling your financial data can give you clarity on how cash flows in and out of your business. They can also help align your balance sheets and income statements ensuring that all revenue and expenses are well accounted for.

Other Accounting Solutions

InsBOSS accounting specialists offer more than just numbers; they can also provide strategic insights on how you can drive your business forward.

Our accounting specialists can analyze the cost of your operations and navigate complex financial choices providing you with sound financial advice. They can also perform financial forecasts and cash flow analysis to give you a clear picture of your finances and internal audit to ensure that your transactions are properly recorded and your business is compliant with local statutory requirement.

Know more about InsBOSS Accounting Specialists

Consultancy & Other Discussions

Consult with our in-house CPA regarding any financial-related inquiries and gain access to data-driven insights all year round – not just during tax season.

At InsBOSS, we treat your business as if it were our own. Reach out to your accounting specialist whenever you need to discuss or learn anything about accounting solutions that would optimize your agency’s financials. Our accounting specialists offer data-driven insights and consultancy services absolutely free.

Training

You won’t need to spend countless hours in training when you work with our accounting specialists. InsBOSS Accounting Specialists can quickly adapt to any AMS and Accounting tools of your preference. You only need to introduce them to your preferred tools during migration.

Daily Task Updates

With InsBOSS, you’ll always know where you are financially with our real-time accounting solutions. Our accounting specialists provide daily task updates such as summary of tasks performed for the day, pending tasks, and future tasks and projects. We’ll help you keep track of how your money flows, every step of the way.

Reporting

Monitor your financial projections with timely reports from your accounting specialists. InsBOSS accounting specialists can run reports on our uncollected revenue from policyholders, your payable worklist, and your unapplied cash payments. Ensure that the financial aspects of your business are well accounted for with our comprehensive accounting solutions.

virtual-accountants-know-more

Know more about InsBOSS Accounting Specialists

Consultancy & Other Discussions

Consult with our in-house CPA regarding any financial-related inquiries and gain access to data-driven insights all year round – not just during tax season.

At InsBOSS, we treat your business as if it were our own. Reach out to your accounting specialist whenever you need to discuss or learn anything about accounting solutions that would optimize your agency’s financials. Our accounting specialists offer data-driven insights and consultancy services absolutely free.

Training

You won’t need to spend countless hours in training when you work with our accounting specialists. InsBOSS Accounting Specialists can quickly adapt to any AMS and Accounting tools of your preference. You only need to introduce them to your preferred tools during migration.

Daily Task Updates

With InsBOSS, you’ll always know where you are financially with our real-time accounting solutions. Our accounting specialists provide daily task updates such as summary of tasks performed for the day, pending tasks, and future tasks and projects. We’ll help you keep track of how your money flows, every step of the way.

Reporting

Monitor your financial projections with timely reports from your accounting specialists. InsBOSS accounting specialists can run reports on our uncollected revenue from policyholders, your payable worklist, and your unapplied cash payments. Ensure that the financial aspects of your business are well accounted for with our comprehensive accounting solutions.

Benefits of Working with InsBOSS Virtual Accounting Specialists

Insurance-Focused Back Office Services

We provide virtual accounting services especially designed for insurance financial business needs.

No Lock-in Contract

You don’t need to commit to a long-term or annual contract when you hire an accounting specialist with InsBOSS. We offer a month-to-month subscription on our virtual accounting services.

Integration Process (Free of Charge)

InsBOSS accounting specialists are skilled in various AMS and accounting tools. Just introduce our team to your preferred systems and workflows. We’ll learn your standards and provide accounting solutions that fit your needs.

Error & Omission Policy

We guarantee our commitment to providing quality virtual accounting services. Should any issue arise with the performance of our accounting specialist, we offer an error and omission policy to cover for any mistakes.

Data Security & Protection

Working with financial data means handling sensitive information. We ensure the safety of our virtual accounting services with a cyber liability policy for client’s security. Our team of accounting specialists use Teramind - an employee monitoring software to keep the client’s data safe and secured.

Free Supervision of Team Lead

When you partner with InsBOSS, leave the responsibility of supervising your accounting specialist to us. Giving you the freedom to do more, our seasoned in-house CPA will oversee your accounting operations at no additional cost.

Prescreened Candidates

You won’t need to source accounting specialists from scratch. With InsBOSS, you get handpicked candidates prescreened through our rigorous selection process.

Office Equipment Provided

We understand that seamless virtual accounting solutions require the right gear. When you partner with us, you won’t need to worry about investing in office tools. Our accounting specialists come fully equipped with their own laptops, g-suite access, and security tools to keep your information secured.

Employee Benefits Provided

Here at InsBOSS, we believe that your business is our business. No need to worry about employee benefits since we provide our team of accounting specialists with comprehensive healthcare, insurance plans, and leave incentives. Leave it to us to ensure that your accounting specialists are fully-supported and ready to provide quality accounting solutions.

Get Premium Virtual Accounting Services with our Monthly Plans

With InsBOSS, you’re not just hiring a dedicated virtual accountant; you’re partnering with a team of accounting specialists committed to providing comprehensive financial solutions. InsBOSS will work with you to create a plan that fits your business. Whether you need an accountant part-time or full-time, we offer full-service monthly plans.
What are the benefits when you hire a virtual assistant?

Discover what our clients have to say about our  InsBOSS Virtual Accounting & Bookkeeping Services

Don’t just take our word for it. Explore the experiences of brokers and insurance agency owners who have partnered with us. Their feedback is a testament to how we treat our client’s business as if it were our own, by providing genuine care and excellent service.

Discover what our clients have to say about our  Virtual Accounting Services

Don’t just take our word for it. Explore the experiences of brokers and insurance agency owners who have partnered with us. Their feedback is a testament to how we treat our client’s business as if it were our own, by providing genuine care and excellent service.

The Insurance Place

“We didn’t have a process in the past. I hired people to do the Accounting and it didn’t work the same [way] InsBOSS does with my agency. I am happy with the progress, very satisfied.”

Horizon Insurance

“Very happy with InsBOSS and our VAs. They are attentive and thorough. They receive feedback with a smile and implement immediately”

Your Policy

“This is my first experience with InsBOSS and everything has been great about the process… I've used many virtual assistants in the past, but none as reliable and consistent as InsBOSS”

Garcia Insurance Services

 “We have been very happy with both InsBOSS and our VA's….We love our VAs and consider all of them valuable members of our team.”

Hope Agency

“We are happy with InsBoss and what they try to accomplish for us on a daily basis.”

Ricci Insurance

“Thank you for helping us staff our team with the right employees! We love working with InsBOSS and our VA's are awesome!”

WilberPrice Insurance

“We have had nothing but good experience with InsBOSS and our VAs.”

Legacy One Insurance

“InsBOSS has helped us achieve our level of sales in years.”

Design Line Insurance

“Amazing experience. Whole InsBOSS team is great to work with and very knowledgeable.”

Insurance Solutions Group

“Very professional, and has exceeded our expectations. We look forward to our growth together. Extremely impressed, and looking forward to our partnership growing together. Our expectations have been exceeded.”

Learn more about our  InsBOSS Virtual Accounting & Bookkeeping Services

InsBOSS offers diverse accounting solutions that fit your needs. In this FAQ, we’re here to guide you through the virtual accounting services and processes that we have so you can choose the best deal for your business.

I only need my virtual accountant for month-end reports, do you offer project-based pricing plans?

Currently, no. We offer monthly renewable subscription plans. We designed it this way for you to have access to your accounting specialist any month throughout the year, not just during tax season. With this, we aim to take over 90% of your accounting tasks, not just your month-end financial reports.

Do your virtual accountants cater to insurance professionals only?

Yes, we’re currently focused on the US insurance industry. Our accounting service is especially designed for insurance financial business needs.

How quickly can your virtual accountants get setup?

If you are already using cloud-based platforms, you can easily onboard our virtual accounts in your systems and we’ll learn your standards and workflows. InsBOSS offers a free 5 to 10 business day integration process where you can interact with our accounting specialists and demonstrate the tasks you want to set up.

What security measures do you have in place to safeguard our financial data?

InsBOSS accounting specialists use an employee monitoring software to ensure that our client’s data are secured and protected. We also have a dedicated CPA who monitors our accounting specialists’ activities and progress. Lastly, InsBOSS offers a Cyber Liability Policy to give our clients peace of mind when it comes to handling their sensitive financial data.

Are your virtual accountants certified US accountants?

No. InsBOSS accounting specialists are experienced in Quickbooks and other Accounting Management Systems (AMS). They will work on up to 90% of your back office accounting and bookkeeping tasks. However, they will not perform external audits, tax accounting and other tasks that may require a licensed US Certified Public Accountant.

Do you provide tax services for federal or state tax compliance?

InsBOSS virtual accountants can help prepare your books for tax filing. Our team can provide tax planning services and tax advisory to help you minimize your business costs and liabilities. However, actual tax filing and compliance shall be accomplished by a licensed US CPA.

Which accounting systems are your virtual accountants familiar with?

Our accounting specialists are experienced in Quickbooks and have comprehensive simulated experience with EZLynx. If you are using any Agency Management System (AMS), cloud-based bookkeeping and accounting platforms outside Quickbooks, you will need to provide your InsBOSS accounting specialists access to these tools and training on how to use them so they can integrate into your daily operations seamlessly.


Although, you won’t have to train them from scratch because InsBOSS accounting specialists went through comprehensive simulated experience which consists of a wide range of foundational knowledge including:

        1. Insurance Training
        2. L1 Basic Accounting Training  – introduction of accounting for Insurance
        3. L2 Advanced Accounting Training – doing the tasks manually.

Will my InsBOSS accounting specialist work with me full-time?

Yes, should their services be needed on a full-time basis. You can schedule a business consultation with our in-house CPA to determine if you would need a part-time or full-time accounting specialist on your team. From this consultation, our CPA will create a customized work proposal that will determine the service and pricing package that best fits your accounting needs.

Who will pay for their software licenses?

You will pay for their software licenses. InsBOSS pays for other tools such as communication tools (Skype, Zoom, Gmail), back-office tools (Gsheets, Gforms, Gslides), security software (Teramind), and others.

Our InsBOSS accounting specialists will provide the bookkeeping, accounting and other financial services hence, you will need to give them access to allow them to perform these tasks. InsBOSS US shall ensure that the software, Intellectual Property, third-party software and customer data access that you provide our InsBOSS accounting specialist will be properly managed using recognized industry practices, configuration management, document control, back-ups, and inventory management practices.

At the end of our contract, InsBOSS US shall relinquish all Personal Identifiable Information (PII) and Nonpublic Personal Information (NPI) of you and your customers. This is to adequately protect your Intellectual Property Rights and confidential information, including, but not limited to: your customer data, and information including personal information.

What if my accountant goes on leave? Will someone cover it or would that be deducted from my bill?

Our virtual accounting solution is an output-based service. We have a team of accounting specialists working on your account hence another team member can take over the tasks of your accountant should they be on leave. This will not be deducted from your bill since our team will ensure that your operations will be unaffected by your accountant’s absence.

I only need my virtual accountant for month-end reports, do you offer project-based pricing plans?

Currently, no. We offer monthly renewable subscription plans. We designed it this way for you to have access to your accounting specialist any month throughout the year, not just during tax season. With this, we aim to take over 90% of your accounting tasks, not just your month-end financial reports.

Do your virtual accountants cater to insurance professionals only?

Yes, we’re currently focused on the US insurance industry. Our accounting service is especially designed for insurance financial business needs.

How quickly can your virtual accountants get setup?

If you are already using cloud-based platforms, you can easily onboard our virtual accounts in your systems and we’ll learn your standards and workflows. InsBOSS offers a free 5 to 10 business day integration process where you can interact with our accounting specialists and demonstrate the tasks you want to set up.

What security measures do you have in place to safeguard our financial data?

InsBOSS accounting specialists use an employee monitoring software to ensure that our client’s data are secured and protected. We also have a dedicated CPA who monitors our accounting specialists’ activities and progress. Lastly, InsBOSS offers a Cyber Liability Policy to give our clients peace of mind when it comes to handling their sensitive financial data.

Are your virtual accountants certified US accountants?

No. InsBOSS accounting specialists are experienced in Quickbooks and other Accounting Management Systems (AMS). They will work on up to 90% of your back office accounting and bookkeeping tasks. However, they will not perform external audits, tax accounting and other tasks that may require a licensed US Certified Public Accountant.

Do you provide tax services for federal or state tax compliance?

InsBOSS virtual accountants can help prepare your books for tax filing. Our team can provide tax planning services and tax advisory to help you minimize your business costs and liabilities. However, actual tax filing and compliance shall be accomplished by a licensed US CPA.

Which accounting systems are your virtual accountants familiar with?

Our accounting specialists are experienced in Quickbooks and have comprehensive simulated experience with EZLynx. If you are using any Agency Management System (AMS), cloud-based bookkeeping and accounting platforms outside Quickbooks, you will need to provide your InsBOSS accounting specialists access to these tools and training on how to use them so they can integrate into your daily operations seamlessly.


Although, you won’t have to train them from scratch because InsBOSS accounting specialists went through comprehensive simulated experience which consists of a wide range of foundational knowledge including:

        1. Insurance Training
        2. L1 Basic Accounting Training  – introduction of accounting for Insurance
        3. L2 Advanced Accounting Training – doing the tasks manually.

Will my InsBOSS accounting specialist work with me full-time?

Yes, should their services be needed on a full-time basis. You can schedule a business consultation with our in-house CPA to determine if you would need a part-time or full-time accounting specialist on your team. From this consultation, our CPA will create a customized work proposal that will determine the service and pricing package that best fits your accounting needs.

Who will pay for their software licenses?

You will pay for their software licenses. InsBOSS pays for other tools such as communication tools (Skype, Zoom, Gmail), back-office tools (Gsheets, Gforms, Gslides), security software (Teramind), and others.

Our InsBOSS accounting specialists will provide the bookkeeping, accounting and other financial services hence, you will need to give them access to allow them to perform these tasks. InsBOSS US shall ensure that the software, Intellectual Property, third-party software and customer data access that you provide our InsBOSS accounting specialist will be properly managed using recognized industry practices, configuration management, document control, back-ups, and inventory management practices.

At the end of our contract, InsBOSS US shall relinquish all Personal Identifiable Information (PII) and Nonpublic Personal Information (NPI) of you and your customers. This is to adequately protect your Intellectual Property Rights and confidential information, including, but not limited to: your customer data, and information including personal information.

What if my accountant goes on leave? Will someone cover it or would that be deducted from my bill?

Our virtual accounting solution is an output-based service. We have a team of accounting specialists working on your account hence another team member can take over the tasks of your accountant should they be on leave. This will not be deducted from your bill since our team will ensure that your operations will be unaffected by your accountant’s absence.

InsBOSS 5-Step Proven Process

Discover how we match clients with the right accounting specialist

What Kind of Back Office Support Do Insurance Virtual Assistants Provide
Discovery Phase (30 minutes - 1 hour)

(30 minutes – 1 hour)

In this phase, we will introduce our team of accounting specialists to you to identify your accounting needs, and determine the solutions together. We will establish clear goals for our accounting specialists, which we can revisit during the client success phase. Additionally, the statement of work must be signed and initial payment should be settled during this phase.

Strategic Planning Phase

 (30 minutes – 1 hour)

To provide you with the best virtual accounting services, our accounting specialists will set up a meeting with you to plan how they will integrate with your business processes. This is also where InsBOSS accounting specialists will collect relevant documents needed as part of their standard workflow.

Integration Phase

(5 – 10 business days, 1 hour a day)

Here, you will work with our team of InsBOSS accounting specialists to establish a system for task prioritization and execution. InsBOSS accounting specialists are experienced with Quickbooks. If you have Agency Management Systems (AMS), accounting tools, software, and workflows that you will need your InsBOSS accounting specialists to use, you may train them so that they can integrate into your daily operations seamlessly.

You won’t have to train them from scratch because InsBOSS accounting specialists went through comprehensive simulated experience which consists of a wide range of foundational knowledge including:

1. Insurance Training
2. L1 Basic Accounting Training – introduction of accounting for insurance
3. L2 Advanced Accounting Training – doing the tasks manually. 

Execution Phase

This is the official start date of your accounting specialist and of your billing period.

Client Success Management Phase

(Long-term partnership)

In this phase, we will have a process alignment verification on the 3rd month of rendering virtual accounting services so we can continue to align ourselves with your goals. We can set up weekly or monthly meetings to discuss the performance of your accounting specialists.

Gain the Freedom to do more!

Discover how our insurance VAs can transform your day-to-day tasks. Take our 5-minute survey and let us customize back office solutions tailored to your needs.