Helping you solve staffing gaps
Many Milwaukee and Wisconsin 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 Milwaukee and Wisconsin. 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 Milwaukee Outsourced Accounting Team
JLK Rosenberger provides fractional accounting services to insurance companies in Milwaukee and Wisconsin. 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 Milwaukee Business Community
Milwaukee’s business community reflects the city’s strong industrial roots and its ongoing transition into a diversified and innovation-driven economy. Long recognized as one of America’s historic manufacturing centers, Milwaukee has evolved into a modern hub for advanced manufacturing, financial services, health care, and technology. Companies such as Harley-Davidson, Rockwell Automation, and Johnson Controls anchor its industrial legacy, while firms like Northwestern Mutual and Baird reinforce its status as a financial center. The city’s strategic location along Lake Michigan and its logistics infrastructure, including a busy port and proximity to Chicago, continue to make it a prime destination for regional distribution and trade.