Helping you solve staffing gaps
Many San Diego and California 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 San Diego and California. 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.
- 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 San Diego Outsourced Accounting Team
JLK Rosenberger provides fractional accounting services to insurance companies in San Diego and California. 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 San Diego Business Community
The San Diego business community is defined by a diverse and resilient economy that blends its longstanding strengths in defense, biotechnology, and technology with emerging sectors in cleantech, advanced manufacturing, and cross-border trade. The presence of the U.S. military continues to be a cornerstone, with defense-related spending injecting tens of billions of dollars into the local economy and supporting hundreds of thousands of jobs. Alongside this, the region has grown into one of the nation’s top life sciences hubs, home to more than two thousand companies, research institutions, and groundbreaking projects such as the Research and Development District on the downtown waterfront. Biotechnology and pharmaceutical transactions, including billion-dollar acquisitions and licensing deals, reflect the sector’s vitality and global reach. San Diego is also a technology center anchored by Qualcomm and a host of other wireless, software, and cybersecurity firms that foster innovation and drive manufacturing in aerospace, medical devices, and electronics.