Efficient and economical agency accounting  

"Insurance People Serving Insurance People"

 

Pinnacle Accounting Financial Services
Menu of Services

Pinnacle AFS offers:

   Direct Bill Statements - Reconcile Direct Bill

   Record Commissions from the Statement

   Company Payables - Reconcile Agency Bill
   Producer Commissions Management
   Invoice Items - Agency Bill, Direct Bill

   Disbursements/Receipts

   Assist in management of receivables (both agency and direct bill)
   Journal Entries

   Reconcile Checkbook

   Run Month End / Monthly Financial Reports

 

In addition to AFS, Pinnacle Network offers a variety of on-site
and Web-based consulting services:

Basic and Advanced Accounting Training

System Utilization Reviews

Agency Workflows

E & O risk management reviews

Custom web based Lunch & Learn classes

Automated marketing


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