Insurance Agency Accounting & Bookkeeping
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Overview
10 - 49
Employees
2007
Year Founded
ABOUT INSURANCE AGENCY ACCOUNTING & BOOKKEEPING
Insurance Agency Accounting & Bookkeeping
Experts in delivering accounting support services to Independent Insurance Agencies, IAA&B is guided by a seasoned professional in insurance agency accounting. The firm provides a range of services that includes daily or weekly bookkeeping, monthly financial assessments, and occasional cleanup projects.
Languages Spoken
English
HIGHLIGHTS
10 - 49
Employees
2007
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Accounting Services
30% Bookkeeping Services
About the Team
OUR STORY
Insurance Agency Accountants, LLC (IAAB) is a dedicated team of accounting professionals specializing in bookkeeping and financial services for insurance agencies. Founded in 2007 by President Brenda DiCarlo, who brings extensive industry experience and academic credentials, IAAB offers expertise in managing commissions, bank reconciliations, vendor payments, and financial reporting, primarily for Applied Epic and AMS360 agencies. The company’s team comprises experts with diverse backgrounds and strong accounting qualifications, enabling personalized service and effective problem-solving for clients. IAAB values client relationships and operates with a commitment to accuracy and efficiency, supported by ongoing learning and specialization in insurance accounting. Outside of work, the team enjoys a range of personal interests, fostering a collaborative and passionate work environment.