Helping State Farm Agents Succeed
We support State Farm Agents in achieving business success through our family-oriented approach to tax, technology, and accounting.
How We Help
Start-up consultation
Launching a new State Farm Agency? Tap into our experience for valuable guidance on setting up your accounting for optimal success.
Compliance
We manage all yearly/quarterly compliance tasks, from income tax returns and property tax returns to 1099s and payroll. This empowers you to concentrate on what you do best – running your agency!
Benchmarking
Once a year, we conduct benchmarks for all our State Farm Agencies, providing you with insights into how your performance compares to others.
Bookkeeping
Need your books reconciled? No problem. We’ll handle all the hefty bookkeeping tasks and provide you with quarterly or monthly reports. Plus, enjoy real-time access to financial data whenever you’d like through our cloud accounting systems.
Payroll
Need help with payroll setup and management? We’ve got you covered! Let us handle the details, making it hassle-free for you.
Tax/Financial Planning
We work to minimize your tax burden by providing year-round financial and tax guidance. Throughout the life of your agency, we advise on optimal times to consider changes in tax entities, and assist in setting up 401k/Simple Plans, and more.
Consulting
Expanding your team? Setting up your tech stack? We’re here to assist you in making informed decisions for your agency.
We currently help over 20 State Farm Agents throughout the country.
