services

Our Services

Rosemary A. Lambert, CPA, PA serves large and small independent insurance agencies with one or multiple locations in North Carolina and South Carolina.

 

Whether your agency needs a yearly tax planning professional or assistance with your complete day-to-day financial operations, Rosemary A. Lambert, CPA, PA will work with you to customize a plan that aligns with the goals of your agency.

Escrow/Premium Account Management

  • Run agency management system reports daily
  • Reconcile credit card transactions daily
  • Verify and reconcile reports against company draft reports
  • Reconcile finance company reports and upload as appropriate
  • Upload company files as needed through agency management systems
  • Maintain and reconcile weekly bank account transactions
  • Resolve any outstanding issues or premium differences with companies
  • Record and transfer fee income and net commission income as needed

Other Financial Services

  • Full-service payroll functions including tax payments and reports
  • Financial statement compilations
  • Bill pay services
  • Corporate and partnership income tax returns
  • Personal income tax returns
  • Business consulting on acquisitions, mergers or sale of agency

Software Training and Support

In addition to providing sound financial business solutions, we also offer training and support on accounting software packages including but not limited to QuickBooks, Microsoft Small Business Accounting and Peachtree.