Each time I talk with anyone from your office I've been extremely pleased with their knowledge base, the manner in which information is presented/discussed and the follow-through. My rating would always be excellent!!!
We offer Remote Access Accounting Outsourcing. This service enables you to focus on running your agency rather than on accounting. We can connect to your management system and complete all of your accounting work for you. Simply send us your accounting paperwork via fax, mail or e-mail. Regularly we hear comments like:
I only need 1/2 a bookkeeper – where can I find one?
When am I supposed to reconcile direct bill?
How can I protect myself from employee embezzlement?
We haven’t done a bank reconciliation since we converted to AFW…
We consistently satisfy many independent insurance agencies of all sizes throughout the country by resolving their problems with optimal solutions. In 2006, we introduced our newest service, Remote Access Accounting Outsourcing, with great success. Our staff is ready to go to work for you. How does it work? Simply, send us your accounting paperwork via fax, mail or email. We are currently connecting to agencies via AMS360, AfW Online, Prime Online, Remote Desktop, and Terminal Services. We would consider any other remote access program you have. For more information, email us at accounting@AngelaAdamsConsulting.com.
Our Accounting Services include:
Direct Bill Statement Entry or Reconciliation Direct Bill Cleanup Bank Reconciliation
Issue Vendor Checks Issue Insurance Carrier Checks Producer Commission Management
General Ledger Review Company Payable Cleanup Accounting Report Card
Comprehensive Production Reports Monthly Report Package Cash Flow Statement
Sales Center (Marketing) System Reports Year end collaboration with CPA and financial reporting
KKuntz@AngelaAdamsConsulting.com
Kerry has been in the accounting field for over 20 years. She has implemented the accounting systems of startup firms and set policies and procedures for HR functions and financial reporting. For five years, Kerry served as Controller for a mid sized insurance agency in South Florida where her job responsibilities also included the Marketing Coordinator and the daily functions of Human Resources. She is currently the Director of Accounting for Angela Adams Consulting Services, Inc.
CBiby@AngelaAdamsConsulting.com
Cathy began her insurance career in 1993 helping to automate a small agency after their purchase of the AMS Prime system. She was also a licensed Personal Lines Agent. She began work for AMS now Vertafore in 1997 and for 12 years worked as a support representative, support supervisor and training consultant. In 2009 Cathy joined Angela Adams Consulting and now serves as Director of CSR Services but also works as an Account Manager for the Accounting Department and a Consultant for the Consulting Department. Cathy has presented for many years at Regional and National Users' Group Conferences. She works with the AMS 360, AMS Prime and Producer Plus products.
PCouch@AngelaAdamsConsulting.com
Penny has been in insurance industry for 8 years. She worked as the front office manager as well as a sub-agent assisting customers. The last 5 years Penny has worked with Angela Adams Consulting first as a processor and currently as an account manager. Penny is able to assist clients with vendor and company payables, agency receivables, bank reconciliations as well as numerous other agency accounting functions.
CMedeiros@AngelaAdamsConsulting.com
Carole began her insurance carrier in 1970 as Personal Lines CSR/Bookkeeper in a small agency. In 1978 she held Controller/System Coordinator positions in agencies with ARCom 1, Redshaw, ARC/AMS Series 1, AMS Pathfinder, Applied WinTam and AfW systems. In the early 1980’s, she was a trainer for Redshaw and trained agencies throughout the US on the AfW system from 1997-2000. She held the Certified Insurance Counselor (CIC) designation from 1991-2005. During a recently completed 5 years of employment with AMS Services’ Bothell, WA home office, Carole wrote all of the Help documentation for AMS 360 accounting features through version 1.5. Promoted to a Business Analyst position in the Development department in 2005, Carole designed the Vendor Payables feature released in AMS 360 version 2.0.
DDietz@AngelaAdamsConsulting.com
Debbie started her insurance career in 1978 at Blue Cross/Blue Shield in Chattanooga, Tn. She processed claims until 1979 and then became a trainer for new employees. Debbie began agency work in 1984 where she held positions from assistant bookkeeper to operations manager and system administrator. In 1995, she assisted her agency in moving from AMS/ARC’s accounting batch system to Aetna’s Gemini System to AFW. Debbie has 13 years experience with AFW, specializing in accounting.
JChandler@AngelaAdamsConsulting.com
Judy has 20 years of experience in Insurance accounting and full charge bookkeeping. She has earned her degree in Accounting and Business. Judy worked at a California insurance agency for 8 years advancing to Assistant to the CFO. Judy's experience also includes working as the sole accounting person for 4 divisions in an Idaho agency.
CFornaro@AngelaAdamsConsulting.com
Christine began her insurance career with Angela Adams Consulting Services, Inc. She started as a Processor in 2007, and is currently working as an Account Manager. Christine obtained her Bachelor's degree in Accounting from the University of Colorado. Prior to working in insurance, Christine worked as the Accountant for the non-profit organization in Colorado, where in addition to her duties as Accountant, she was the Payroll Administrator and Benefits Coordinator.
NCook@AngelaAdamsConsulting.com
Noel started her insurance career in 1997 as a Customer Service Representative in a large multi-state agency. She worked with this agency for 10 years progressively advancing from a CSR position to Office Management/ Accounting. For the past four years, Noel has focused on agency accounting. Noel is able to assist clients with AMS 360 training, and all aspects of accounting functions.
KMorrow@AngelaAdamsConsulting.com
Katie has 8 years of insurance accounting experience and has worked alongside the accounting manager for a large insurance agency firm. Prior to working in insurance accounting, she received her technical degree from North Georgia Technical College in Accounting. Katie is experienced in account receivable, accounts payables, direct bill entry, and other various accounting procedures.