Helping you solve staffing gaps
Many Santa Fe and New Mexico 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 Santa Fe and New Mexico. 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 Santa Fe Outsourced Accounting Team
JLK Rosenberger provides fractional accounting services to insurance companies in Santa Fe and New Mexico. 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 Santa Fe Business Community
Santa Fe’s business community
reflects the city’s unique blend of cultural heritage, government activity, tourism, and creative enterprise. As the state capital, government and public administration form a steady foundation for the local economy, supporting a large share of jobs and fostering partnerships with surrounding municipalities. Tourism is another major driver, with Santa Fe’s reputation as a historic, artistic, and culinary destination bringing millions of visitors each year. The city’s galleries, museums, festivals, and Pueblo-influenced architecture have made it a global hub for art collectors and cultural travelers.
Healthcare and education anchor much of the local economy as well, with Christus St. Vincent Regional Medical Center and Santa Fe Community College playing key roles as employers and training grounds for the regional workforce. Restaurants, hospitality groups, and boutique retailers add to the fabric of locally owned enterprises that benefit from the strong tourism market. In recent years, Santa Fe has also seen growth in remote work and creative freelancing, with its lifestyle appeal drawing professionals in tech, consulting, and the arts. This balance of tradition and innovation gives Santa Fe’s business community resilience, while maintaining the city’s reputation as both a cultural destination and a forward-looking economy.