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Outsourced Insurance Accounting Services – Boston (MA)

Whether you’re facing staffing gaps, growing demands, or complex reporting, our insurance professionals are ready to help.

Helping you solve staffing gaps

Many Boston and Massachusetts insurance companies look to outsourced accounting services to resolve an immediate need or as a long-term solution. Unexpected changes such as growing departmental demands, departure of a senior professional or assistance with special projects can increase urgency. Hiring new staff to bridge the gap can be difficult because of the time needed for hiring and onboarding plus the expense of training new team members on SAP and other insurance accounting standards. Rather than undergo this time-consuming and expensive process, insurance companies look to outsourced accounting as a practical solution.

Nationally Ranked. Insurance Focused.
10ᵗʰ
largest insurance practice in the USA
145
insurance clients
Largest specialty insurance practice in the West

Outsourced Insurance Accounting Experience

JLK Rosenberger provides outsourced accounting services to insurance companies in Boston and Massachusetts. Our seasoned team members are intimately familiar with Statutory Accounting Principles (SAP), quarterly and annual NAIC reporting, and state regulations. We understand the accounting, financial reporting, and tax compliance challenges faced by insurance companies, especially when an unexpected change occurs. Our unique combination of skills translates into our team guiding clients to making well informed, strategic, and growth aligned decisions.

Outsourced Insurance Accounting Services

  • Assistance with NAIC and state required reporting
  • Monthly Accounting Assistance
  • Prepare Federal and State Income Tax Returns
  • Financial Statement Preparation
  • Prepare Monthly, Quarterly, and Annual Internal
  • Financial Statements
  • Prepare Bank and Other Account Reconciliations
  • Monitor Claim Retention and Amounts to be Recouped
  • Prepare Annual Budgets and Cash Flow Forecasts
  • Assist with the Evaluation of Vendors and
  • Negotiating Contracts

Contact our Boston Outsourced Accounting Team

JLK Rosenberger provides fractional accounting services to insurance companies in Boston and Massachusetts . If you are interested in learning more about our services and how we can help you, complete the form at the top of the page and a team member will follow up shortly.

Frequently Asked Questions

Outsourced Accounting for Insurance Companies

About the Boston Business Community

Boston’s business community is defined by a rare blend of intellectual power, innovation, and global economic influence. The presence of world-renowned universities and research institutions fuels a steady pipeline of talent and groundbreaking discoveries, making the region a leader in life sciences, biotechnology, pharmaceuticals, and medical research. Major companies and fast-growing startups cluster around Kendall Square, the Seaport District, and other innovation corridors where venture capital, corporate research labs, and entrepreneurial networks thrive side by side. Financial services play a major role as well, with Boston serving as one of the nation’s historic centers for asset management, private equity, and fintech development.