Empowering your business decisions with clarity and confidence.

Real-time and streamlined accounting services tailored for insurance agencies and brokerages. 

Who We Are

How we can help you achieve your business and financial goals.

Built for insurance agencies and brokerages

We have extensive experience and deep understanding within this sector. Leverage our financial expertise so we can help you streamline your business operations.

Transparent

We never want you to feel left in the dark or embarrassed about asking questions. We’ll make all reports and numbers are presented in a way that is both transparent and actionable for you to navigate using innovative accounting software.

More than partners

We recognize that every business journey is marked by its own set of ups and downs, challenges, and victories. You’re the hero of your unique story. We’ll tackle obstacles and uncover opportunities, turning your business journey into a compelling story of resilience and success.

Our Services

Real-time and streamlined accounting services, just for you.
CFO Services & Financial Reporting?

Bookkeeping, Cash Management & Budgeting

Accurate financial records are the backbone of any successful business. Our bookkeeping, budgeting, and cash management services keep your records organized and your financial plans on track, preparing you for any surprises.
Tax Planning & Advising?

Tax Planning & Advising

Tax laws can be complex, but we’ll make it simple and stress-free. From tax preparation to long-term tax planning, we’ll ensure you’re compliant while identifying opportunities to minimize liabilities. Whether it’s business or personal taxes, we’ll guide you with clarity and accuracy.
Payroll & Bill Pay?

CFO Services & Financial Reporting

Our CFO services provide high-level financial expertise without the full-time cost. Through strategic financial reporting and forecasting, we provide a clear view of your company’s performance, helping you make data-driven decisions to boost profitability and drive growth.

Payroll & Bill Pay

We’ll take the headache out of managing your expenses and ensuring that your team is paid accurately and on time with our payroll and bill pay services. Why not get peace of mind knowing that these critical tasks are being handled efficiently.

Our Pricing Plans

Choose the right plan that suits your business needs

Premier

 $1,675/mo

Premium financial support for your ultimate success

Plus

 $950/mo

Providing you with key insights to support the way you lead your business

Best

 $650/mo

Covering your fundamental financial needs

* No fees to retrieve documents after disengagement.
** Includes all of your “quick questions,” that can be answered through a phone call or email without additional work needed.
*** Only for the year under engagement.
**** Only through Gusto Payroll Service or QuickBooks Online Payroll.

Meet Justin Petersen

Born and raised in Iowa, Justin is a Certified Public Accountant with dual Bachelor of Science degrees in Accounting and Finance.

Justin is passionate about accounting, viewing it as the language of business. His understanding of this language has opened doors to numerous remarkable stories. When working with business owners, he feels privileged to be part of their heroic journeys, helping to make their stories less stressful, more enjoyable, and ultimately more profitable.

Outside of his professional life, Justin enjoys working in his vegetable garden and indulging in his rock band fantasies.

Justin is married to his wife, Sabrina and together they have three wonderful children: Nora, Ezra, and Naomi.

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