Bookkeeping - Quickbooks and Quicken
What are the benefits of using jmr Insurance Services bookkeeping service?
We organize financial information. This saves money in
the long run. At different intervals, when the accountant might need to review records, there will be no charge for "sifting" through any financial information as it will already be organized and ready for review. Our hourly rate is a fraction of what most accountants charge.
How does jmr Insurance Services obtain financial information from clients?
The financial information is provided to us in various ways. Clients may mail, fax, or scan and email the information. We also make appointments to pick up financial information in person. In the event that access is required immediately, we have remote computer capabilities.
Does jmr Insurance Services offer training in QuickBooks or Quicken?
Yes! Many clients ask us to set up their initial QuickBooks or Quicken accounts and then train their personnel to process financial information.
Insurance
What are the benefits of using jmr Insurance Services insurance service?
Some clients have a large volume of California Surplus Lines business and cannot commit to work on it everyday. This can cause:
a. Continual tags from the Surplus Lines Association for late filings
b. Carrying liabilities on the Balance Sheet longer than necessary - the State taxes must be paid within 90 days of filings
c. The Surplus Lines Stamping Fees are not paid until the billing by the Association, and clients cannot be billed until filings are
submitted.
Due to highly confidential information, does jmr Insurance Services train clients' staff to streamline how they process their filings?
Absolutely! We appreciate that clients may have confidential information that cannot leave their office, so we are happy to visit their office in order to train their staff and streamline the process of Surplus Lines filings.
