Insurance Agencies and Insurance Companies

The Kollath & Associates Difference

Kollath & Associates, CPA LLC is heavily involved in the insurance industry.  We have experience working on both sides of the aisle, with significant experience within the finance area of insurance companies and also on the public accounting side, providing audit, tax and consulting services to a variety of insurance companies and agencies.  We work with companies in the property and casualty, health insurance and life insurance areas.  The following details the services we provide to insurance companies:

• Statutory and GAAP audits
• Quarterly GAAP and statutory income tax provision and footnote preparation
• Quarterly and annual statement preparation
• Rent-a-CFO/controller
• Investment accounting outsourcing and schedule D preparation
• Accounting research / audit support
• Complete outsourced accounting
• Payroll services
  • Live payroll with direct deposit and payroll tax return preparation
  • After the fact payroll tax return preparation

The following details the services we provide to insurance agencies:

• Tax services
• Tax planning
• Tax research
• Tax compliance and return preparation
• IRS and state tax audit support and defense
• Assurance services
• Audit
• Review
• Compilation
• Agreed-upon procedures
• Bookkeeping services
• Complete outsourced bookkeeping
• Sales & use tax preparation
• Monthly transaction review and bank account reconciliation
• Year end bookkeeping for tax preparation
• Payroll services
• Live payroll with direct deposit and payroll tax return preparation
• After the fact payroll tax return preparation
• Financial consulting
• Rent-a-CFO services
• Specific accounting research
• Specific tax research
• Loaned staff for maternity leave, staff departures, other temporary needs
• Consultation on buying or selling a business, including tax consequences
• Internal controls consulting
• Start up services
• Type of entity selection
• Selection of bookkeeping software
• Bookkeeping accounts setup
• Quickbooks training
• Financial statement and cash flow forecasting
• Consultation on financing methods

Want a quote or proposal?  Contact us at 608-824-3002 or mkollath@kollathcpa.com and we will get back to you as soon as possible.