Attention: Insurers
Never Worry About Your Bookkeeping Again
21st-Century Bookkeeping for Insurers Only
How It Works
So, HOW do we help you to never worry about bookkeeping again? It's done through our proprietary 3-step system:
Step 1:
ANALYZE
First, we work with you to clarify your goals. Next, we do a deep dive analysis of where you are now with your practice finances. Only when this is complete and there is complete clarity for you and for us do we move onto...
Step 2:
CUSTOMIZE
Next, we get busy creating custom bookkeeping to fulfill your goals. This includes creating financial reporting that is: a) Insurers specific, b) simple to understand and c) helps us all to see how we can...
Step 3:
OPTIMIZE
Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping you to meet and exceed your income goals. This requires ever-changing plans for you to thrive.
Why Me?
Hi! I’m Barbara Fausett and I love working with insurers. Having an insurance agency requires you to be highly driven, boss of a rock star sales team, compassionate enough to deal with the worst times in people’s lives, and provide amazing customer service. All while trying to make money for you and your family.
As the insurer’s bookkeeper, I understand these unique challenges and provide the expertise and insights to help you increase profits so you can grow your business and live the life you work so hard for. I look forward to talking with you!
Select a Time to Chat With Me Now:
Turn your bookkeeping nightmare into a dream
Copyright @2022 262-749-4709 | Fort Atkinson, WI