The Insurance Ledger
Notes on agency accounting, from people who genuinely enjoy it.
Practical, plain-English articles for agency owners and their teams. Occasionally with opinions.
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When Trying to Keep Everyone Happy Means Nobody Wins
Owning a business is tough. Employees? Even tougher. No matter how much you plan, manage, and try to do the right thing,…
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Oops, My Bad: The Art of Apology and Moving On
Sometimes, we make mistakes. We say things we shouldn’t, do things we regret, and make choices that don’t always reflect who we…
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Bold Moves
Big decisions have a way of keeping us up at night. They loom large, whispering doubts and possibilities in equal measure. Sometimes,…
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Agency Bill Accounting: A Love-Hate Relationship
Let’s dive right into the thrilling world of agency bill accounting—because who doesn’t love spending their day talking about fiduciary responsibilities and…
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When to Bring on a Bookkeeper: Outsourced vs. In-House
If you’re running an insurance agency, you’ve probably asked yourself, “Do I really need a bookkeeper, or can I keep winging it…
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New Year, Same Chaos: Turning Big Dreams Into Real Wins
Ah, New Year’s resolutions. Those shiny promises we make to ourselves at the stroke of midnight, brimming with optimism and champagne. Every…
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Well, That Escalated Quickly: Lessons from Bench’s Fall
The sudden closure of Bench Accounting has left many in the small business and bookkeeping worlds reeling. Bench, a Vancouver-based company founded…
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Pivoting Like a Pro: Surviving Change Without Losing Your Mind
Pivoting Through Change Change is inevitable in any organization. And by “inevitable,” I mean it shows up uninvited, with no snacks, and…
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Beyond the Ledger: The People Who Made Accounting What It Is Now
Accounting may not seem like the most thrilling profession at first glance (unless you’re into spreadsheets and the thrill of balancing numbers),…
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Beyond the Ledger: The People Who Made Accounting What It Is Now
Accounting may not seem like the most thrilling profession at first glance (unless you’re into spreadsheets and the thrill of balancing numbers),…
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