Accurate, Efficient
Agency Accounting
Let eDesk Handle It.
Basic Bookkeeping To Commissions Posting & Reconciliations
We Handle It All.
- Flexible Subscription
- Precise Billing
- Subscribe/Cancel With Ease
Our Customers Rate Us Excellent
Freedom From Time Consuming Accounting Tasks
We help insurance agencies boost efficiency and accelerate growth through the efficient use of virtual assistants.
Before eDesk VA
Insurance agents grappled with extensive client servicing tasks, leading to reduced margins and increased payroll costs.
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Reduced Margins
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Increased Costs
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Reduced Focus On Growth
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Increased Backlogs
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Reduced Customer Satisfaction
After eDesk VA
Insurance agents experience efficiency gains and cost reductions by offloading routine tasks to eDesk's virtual assistants.
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Increased Margins
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Reduced Costs
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Increased Focus On Growth
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Reduced Backlogs
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Increased Customer Satisfaction
Customer testimonials
Don't just take our word for it
"eDesk saved our agency. They are reliable, easy to work with and go above and beyond to complete the assignment you give them. We would recommend them to all of our colleagues in the field. Thank you eDesk!!!""
Maryann Wain
ARG Insurance
"In support of a top 30 broker's acquisition data migration, we subcontracted eDesk to handle the manual migration of Client, Policy & Certificates Data to the client's AMS360. The eDesk team was timely and accurate. We are looking forward to our next opportunity to work with eDesk."
Rob Smith
Newpoint Resources LLC
"We changed from another agency VA to edesk and are very happy. We use them for both personal & commercial. I have found their sweet spot is in commercial servicing. They are very good!"
Lisa Cherie Bushon
IRM Insurance
"Professional, Knowledgeable, Hardworking and Honest. I was beginning to lose hope in finding good help, until I found eDesk. They have been a huge help since starting with my agency. Great job, Raghu!"
Lasa
Lasa Links Insurance, Inc
Agency Bookkeeping & DBR Services
We offer flexible bookkeeping solutions using your preferred software
(QuickBooks, Xero, etc.) or
manage commission postings and direct bill reconciliation through platforms like AMS 360, Epic, or
your chosen AMS.
General Ledger Maintenance
Our skilled bookkeepers ensure your books are meticulously maintained and organized. growth.
Accounts Payable & Receivable
Dedicated bookkeepers handle invoicing and payment processing to maintain steady cash flow.
Bank Reconciliation
Your assigned bookkeeper regularly reconciles accounts, ensuring financial accuracy.
Financial Reporting
Receive customized, accurate financial reports, including Balance Sheets and Profit & Loss Statements, prepared by our experts.
Proven Experience With Top Accounting Platforms
At eDesk, our Virtual Bookkeepers are proficient in working with the industry's top accounting software
eDesk's Commission Posting & Reconciliation / DBR Services
Tired of the hassle of commission posting? Let eDesk take care of it. We'll handle data entry, verification, and audits, so you can focus on your agency's growth.
Record Direct Bill Commissions
Our precise recording of direct bill commissions ensures financial transparency, fostering trust and clarity for effective financial management.
Reconcile Premiums
We offer prompt and accurate reconciliation of bill premiums, enhancing cash flow management and ensuring precise, detailed financial reports.
Commissions
Commissions are often split multiple ways. They may be split between the house, sales people, and a third-party vendor. Correctly balancing these splits requires close attention to detail and eDesk helps you with it.
Seamless Connectivity
Our dashboard is designed to sync effortlessly with various Agency Management Systems through Zapier. By assigning tasks in your AMS, they automatically populate in our system once synchronized
You're 3 Steps
Away from Bookkeeping Freedom!
Start Your Journey with a CPA Consultation. Our CPA works with you to build a custom bookkeeping solution tailored to your specific needs.
Let's Talk Bookkeeping
Schedule a complimentary consultation to discuss your unique business needs with one of our CPAs.
Setup
We tailor the setup to your business, ensuring the bookkeeper integrates smoothly into your workflow.
Start Work
Our bookkeeper gets to work immediately, optimizing your daily operations and boosting productivity.
What You Get with
eDesk Agency Accounting Services!
Efficiency, Expertise, Reliability – All in One Bookkeeping Support!
Dedicated Virtual Bookkeeper
Your dedicated Virtual Bookkeeper logs in at an allocated time each day to:
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Complete Tasks: Handle your daily bookkeeping needs.
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Communicate: Stay in touch for updates and queries.
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Report: Provide you with progress and financial reports.
- No Credit Card Needed
CPA-Managed Bookkeeping for Unmatched Quality
At eDesk, our Virtual Bookkeepers are overseen by certified CPAs to ensure:
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Expert Oversight: CPAs review all bookkeeping tasks for accuracy.
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Quality Checks: Regular checks guarantee precise financial records.
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Guidance: Continuous CPA support for optimal service.
Trust our CPA-managed team to keep your finances in excellent shape.
- No Credit Card Needed
Easy Communication
Seamless Virtual Bookkeeper Communication: Use Slack, Hangouts, Teams, Phone, Email, or Dashboard for effortless interaction.p>
- No Credit Card Needed
Dedicated Account Manager
Along with your Virtual bookkeeper, you'll have a dedicated Account Manager to work with. They'll ensure smooth communication, optimal task execution, and assist in any specific requirements you may have.
- No Credit Card Needed
Dashboard Access
Clients can:
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View Tasks: See tasks in progress. for accuracy.
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Assign Tasks: Delegate new tasks as needed. financial records.
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Monitor Timesheets: Check timesheets and timers.
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Access More: Utilize additional features online via our dashboard.
- No Credit Card Needed
New To Hiring A Remote Workforce
Or Feel
You Need Help?
We Handle Everything! We'll Show You How, Step By Step.
Account Manager
Makes sure you get the most from your investment in eDesk.
Program Success Manager
Keeps your team on board, up to date, and fully trained. Helps them when they are stuck.
Dedicated VA
Works on the tasks assigned by you each day via email or dashboard to your satisfaction.
Customer testimonials
Don't just take our word for it
"My experience working with eDesk has been very positive. The team learns quick and the work gets done without much interaction once the process is in place. I am really happy to have found eDesk. It frees up my time to get new business."
Ellen Ford
Ford & Ford Insurance
"Thank You eDesk - You guys do a great job - Super happy with how you are all doing."
Paul Haulbrook
Farmers Insurance
"We've worked with eDesk for over three years. They are a dependable partner with utmost integrity."
Frank McKnight
Virtual Insurance Service
"eDesk is a great fit for outsourced back-office processing - friendly, accommodating, well priced and easy to work with."
Brian Noegel
Blue Ridge Insurance
What Else Do We Offer?
Explore More Services To Boost Your Agency's Success!
Free Policy Checker
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Compare Prior & Current Policies
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In Minutes Not Hours
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Important: Only renewal policies & Pdf Files are supported.
Sparkle AI Software
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AI-Generated Content
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Efficient Email Templates
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Chat GPT Integration
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Legal & HR Assistance
Ready To Try
eDesk Accounting?
Streamline Agency Operations With Virtual Assistants.
- Flexible Subscription
- Precise Billing
- Subscribe/Cancel With Ease