Insurance Accountants is built on firsthand knowledge of how independent agencies actually run – and where they get stuck. Imagine shedding the late-night spreadsheet grind, untangling commissions and producer pay, and having clean, audit-ready books every month – so you can grow on your terms with expert financial guidance at your back. Our insurance-native accounting model is designed specifically for independent agents and brokers nationwide, turning messy data into precise reports and actionable insight.
We’re not a generic CPA shop that happens to serve agencies. We speak fluent “insurance.” From AMS360, EZLynx, and Applied Epic to complex commission structures, payroll, taxes, compliance, and cash-flow planning; we build the financial engine that scales with you. Led by industry veteran Jason Massey (who cut his teeth at Amex and lives in Applied Epic), our team handles the day-to-day bookkeeping and reporting while surfacing strategic KPIs you can trust to make bigger, smarter moves.
This is more than keeping score. It’s a platform for growth that removes operational friction across payroll, financial management, tax prep, revenue recognition, producer comp, and month-end close – so your books are right, your decisions are clear, and your trajectory is up and to the right. Free yourself from accounting headaches. Partner with Insurance Accountants and build your brokerage, your way: confident, compliant, and ready to scale.
Details
| Category | Accounting, Bookkeeping & Tax Services |
| Qualifications |
Insurance Accountants is led by Jason Massey. With 10 years of experience as a Financial Controller for American Express, for their North and South America Global Network Services Segment, Jason directed banking and financial services accounting operations and was responsible for full-cycle financial statement preparation and segment reporting. Another 7 years of experience with public accounting, governmental audits, preparing quarterly financial statements, conducting management reporting, and providing strategic financial analysis means he’s a seasoned professional with 17 years of comprehensive experience in finance and accounting. He has a proven track record of success in both public and corporate accounting and brings deep expertise in financial reporting, analysis, and strategic planning to our firm. |
| Specializations |
Insurance Accountants is a purpose-built finance partner for independent insurance agencies and brokers who want clean books, clear insight, and scalable operations. We specialize in commission accounting, producer comp, payroll, tax, and agency systems like Applied Epic, AMS360, and EZLynx. |
| Phone | 480-691-1624 |
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