Bradley Books and Balancing

About Bradley Books and Balancing

Helping Your Insurance Agencies/Brokers and Independent Agents Business Grow.

Growing your business can be a struggle. You already have so many different aspects of your business to focus on and it can be a challenge to make sure you are doing everything correctly on the financial side of your business. 

That is why we decided to specialize in helping insurance agencies, brokers and independent agents take their business to the next level. 

Our mission is to help you focus on running your business with the peace of mind that your accounting and advisory services are being handled by a company that understands your needs.

Packages - Download Full Details

IAC Members Save $100/mo off any package

Independent-Small Agency Bookkeeping - Starting at $195/mo for IAC Members

Agency Essentials Bookkeeping - Starting at $495/mo for IAC Members

Large Agency Professional Bookkeeping -  - Starting at $695/mo for IAC Members

We also offer Bookkeeping Cleanup and Accounts Payable

Additional Notes:

• Includes first time Quickbooks Setup
• Cash basis accounting
• Weekly revenue and expense categorization
• Communications va text, email or video
• Discounted Quickbooks subscriptions available
• Financial reports on demand
• Free tax consultation with our partner
• NO CONTRACT

To see what package fits your business the best schedule a 

FREE CONSULTATION

and mention you are a member of Insurance Agent Central.

Jeremiah Bradley - Owner

About: As a dad, I understand first hand that precious time with family can become limited as our businesses grow and change; finding a balance between these two worlds is paramount.

At Bradley Books and Balancing, we will come alongside you and provide you with quality, trustworthy service that allows for more time to grow your business, focus on your family and balance what truly matters.

Summary of Experience: QuickBooks ProAdvisor with over 7 years of experience in the financial services industry with large institutions such as J.P. Morgan Chase, Wells Fargo, and Harland Clarke. This assisted in building my background in operational leadership, Employee Engagement, and financials to provide my clients with advisory services that help grow their business.

Education: QuickBooks Pro Advisor, Colorado State University, and bookkeeper Continuing Education through the bookkeeper academy.