CFO

Let's be honest – running an insurance agency means you're juggling a lot of balls. Between managing client relationships, staying compliant with regulations, and growing your business,...

Tax

As we move into the third quarter, successful insurance agency owners are already thinking ahead to year-end tax planning. While Q4 might seem like the natural time to focus on taxes, smart...

Financials

Summer is coming, and while your clients are planning beach vacations and family getaways, you might be facing a different kind of seasonal challenge: the dreaded summer cash flow dip. If...

Tax

Important Disclaimer: This legislation has NOT become law yet. The House has passed their version, but it still needs to go through the Senate and be signed by the President. Tax planning...

Case Study CFO

Running an insurance agency demands more than just selling policies. It requires smart financial management—something SF insurance agent Gregory Mehrhoff discovered was harder than expected...

Financials

Running an insurance agency is both rewarding and challenging. While you work hard to protect your clients from the unexpected, it’s just as important to safeguard your own business. One of...

CFO

Running a successful insurance agency requires more than just selling policies — it requires running a business. And just like any business, knowing your numbers is the difference between...

CFO

Starting or growing your insurance agency often means taking on debt. Whether it's a small business loan to get things rolling, a line of credit to expand your team, or financing to upgrade...

CFO

In the insurance industry, financial stability and profitability are key indicators of an agency's long-term success. Understanding financial reports—particularly income statements and...