Accounting For Insurance Professionals
The Accounting Firm Helping Insurance Professionals Succeed
We serve insurance professionals nationwide.
As a boutique firm, we specialize in tailored bookkeeping and insurance accounting, delivering exceptional value through innovative strategies and expertise.
We believe every agent and broker deserves a trusted accounting partner. Our services are not a cost but an investment in your financial clarity and agency growth.
Our Mission
We empower insurance professionals to simplify their finances, secure their compliance, and succeed in scaling their agencies.
Our Vision
Precision Insurance Accounting. To us, accurate commission tracking and trust accounting are the keys to long-term success.
Why Us
Distinctive, Dedicated, Dynamic. Our team handles your bookkeeping, compliance, and reporting needs, letting you focus on clients.
Services
Bookkeeping
Commission Tracking
Trust Accounting
Tax Prep & Filing
Financial Reporting
QBO Setup & Training
Our Methodology
Transforming Insurance Agency Finances for Clarity, Compliance, and Growth
Simplify
Streamline your agency's finances with expert bookkeeping to focus on clients, not numbers.
Secure
Ensure compliance and peace of mind with precise trust accounting and CPA-partnered tax prep.
Scale
Grow your agency with tailored financial reporting and tax strategies for lasting success.
Who We Help
Lochside Accounting supports independent insurance agents, managers, and scaling professionals nationwide to simplify finances, ensure compliance, and achieve their business aspirations.
Independent Insurance Agents
Solo or small-agency owners handling P&C, life, health, or commercial lines, seeking streamlined bookkeeping, commission tracking, and tax preparation to focus on clients.
Agency Managers & Administrators
Staff managing financial operations, needing clarity in complex transactions and compliance with IRS and state regulations.
New & Scaling Agents
Entrepreneurs transitioning to QBO or growing their agencies, aiming for simplified finances and strategic growth.
Nationwide Insurance Professionals
Agents across the U.S., leveraging our Texas-based expertise to achieve financial clarity, compliance, and success.
What Clients Are Saying
Contact Us
Hours
