Helping you solve staffing gaps
Many Charlotte and North Carolina 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.
Outsourced Insurance Accounting Experience
JLK Rosenberger provides outsourced accounting services to insurance companies in Charlotte and North Carolina. 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 Charlotte Outsourced Accounting Team
JLK Rosenberger provides fractional accounting services to insurance companies in Charlotte and North Carolina. 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 Charlotte Business Community
The Charlotte business community is a powerhouse in the Southeast, distinguished by its status as the second-largest banking center in the United States, behind only New York. Major institutions like Bank of America, Truist Financial, and Wells Fargo’s East Coast operations have made the city a hub for finance, attracting a wide range of investment firms, fintech companies, and professional services that support the sector. This foundation has created a strong ecosystem of legal, accounting, and consulting firms that serve both national and regional markets.
Beyond finance, Charlotte has established itself as a leader in energy, with Duke Energy headquartered in the city and a growing cluster of firms focused on utilities, renewable energy, and sustainability initiatives. Manufacturing continues to play an important role, particularly in advanced manufacturing, aerospace, and automotive components, supported by the region’s skilled workforce and strategic location. Logistics and distribution also thrive in Charlotte due to its position as a major transportation hub, bolstered by Charlotte Douglas International Airport and access to key interstate highways.