Financial Clarity for Insurance Agency Owners Who Are Ready to Grow

From hiring decisions to commission tracking, we help insurance agency owners understand their numbers so they can grow with confidence.

BOOK A STRATEGY CALL
OR LEARN MORE
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Your Agency Growth Shouldn’t Be a Guessing Game

We work with insurance agency owners who are growing, hiring, and trying to make smart decisions with incomplete financial visibility. Whether you're bringing on producers, managing commission structures, or trying to understand your cash flow, we help you connect the numbers to real business decisions.

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BOOK A FREE CLARITY CALL
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IF YOU DON’T KNOW YOUR NUMBERS

You Can’t Grow Your Agency

We get it. Making money in your business isn’t the issue.
Tracking and growing it is.

→ Are you unsure when you can afford to hire your next producer?

→ Do you know how long it actually takes for a new hire to become profitable?

→ Are you tracking commission revenue vs. payroll costs clearly?

→ Are you confident your agency is cash flow positive month to month?

LET'S GET CLARITY

WE’RE A BOUTIQUE ACCOUNTING FIRM

Assisting You With

Quickbooks

Payroll

Compliance

Strategic Strategy

Bookkeeping

Fractional CFO

Quickbooks Payroll Compliance Strategic Strategy Bookkeeping Fractional CFO

Running an insurance agency comes with unique financial challenges. From licensing timelines to commission structures and hiring decisions, we help you build systems that support sustainable growth.

OUTSOURCED CFO

STRATEGIC ADVISORY

FINANCIAL PLANNING + ANALYSIS

COMPLIANCE

ACCOUNTING + PAYROLL

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we grow with you

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“Having R Accounting Group as a resource gives me peace of mind so that I can spend my time focused on our core business.”

I highly recommend Sheri Radler and her team. Sheri has become more than an accountant and transactional resource for our company, but a trusted advisor who can share industry insights, best practices and consult with me as needed about various business issues. Not having an accounting background myself, Sheri is always helpful in explaining her methodology. Having Sheri as a resource gives me peace of mind so that I can spend my time focused on our core business.

JULIE B. | PROFESSIONAL SERVICES

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Outsourced CFO for Insurance Agencies

  • Understand when you can afford to hire (and when you can’t)

  • Track producer performance and profitability

  • Build a clear path from revenue to owner income

  • Plan for sustainable agency growth

 Partner with a CFO to align strategy, track performance, and drive growth.

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Financial Planning Built for Agency Growth

  • Forecast hiring timelines and break-even points

  • Model commission-based revenue scenarios

  • Identify cash flow gaps before they happen

  • Turn your numbers into actionable decisions

 Turn data into decisions with actionable insights and strategic guidance.

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Clean Books That Reflect How Your Agency Actually Operates

  • Commission tracking and reporting

  • Payroll alignment with revenue production

  • Clean, accurate financials you can actually use

  • Compliance handled so nothing falls through the cracks

 Ensure accurate records, smooth payroll, and full compliance.

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Get the Support
You Need

Partner with us and you will:

→ Understand exactly how your agency is performing financially

→ Make confident hiring decisions backed by real numbers

→ Get visibility into cash flow before it becomes a problem

→ Focus on growth, not second-guessing your finances

REACH OUT TODAY
Outsourced CFO calculating financial data and communicating with clients about financial strategy and management.

Leave the
Numbers to Us!

We’ve worked with insurance agency owners at different stages of growth and understand the financial realities behind hiring, licensing, and commission-based revenue.

MEET SHERI AND NIKKI

Licensed CPA, CMA, CGMA and Corporate Escapee & her partner-in-crime, empowering fellow small business owners to manage their finances and maximize their profits

At R Accounting Group, we not only assist with core financial services (such as accounting, payroll and data compliance) we help businesses navigate the complexities of the financial world.

Simply put - we are your virtual accounting department dedicated to providing quality financial services in an approachable, effective, and proactive way.

With decades of industry experience, our mission is to help client’s develop sound financial action plans, optimize business functioning, implement high-impact solutions, and forecast sustainable growth for their bottom line

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Sheri

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Nikki