Expanding your list of clients is the goal, but this growth is interrupted by time consuming and tedious bookkeeping tasks. Juggling your growth and your bookkeeping maintenance is frustrating and could put you a step behind the competition.
- Do direct bill commission reconciliations take too much time to complete?
- Are your commission downloads not always matching the money received?
- Is keeping up with agency bill reconciliations and payments to carriers overwhelming?
- Do financed transactions with endorsements and cancellations want to make you throw up your hands?
If the answer is yes to any of the above questions or if none of that made sense, your first to step is to give us a call or select:
We’ll talk, make a plan, and figure the best way to help you save yourself more time.
Meet Your Partner
Honey Bueno earned her Bachelor’s degree in Business Administration with concentration in accounting from the University of Mary Hardin-Baylor in Belton, Texas.
She founded Tracking Transactions, LLC on July 1, 2016. Prior to opening her business, she spent five years working for two different insurance agencies in various bookkeeping roles.
She enjoys helping insurance agencies with their bookkeeping needs so they can focus on expanding their business. She also likes improving processes to work smarter, not harder. Her favorite part is working with the financed transactions and all the intricacies that are associated with them.
In September 2017, she earned a certificate of completion in Applied Epic Accounting from the Applied Client Network. She’s also a current member of the Applied Client Network and the Greater Texas Chapter.
In September 2018, she earned the Professional Bookkeeper designation through Universal Accounting.
Honey spent 21 years as a proud military spouse. She has a passion for helping and mentoring others. Her primary goal is to one day be able to hire military spouses, veterans and dependents to join the virtual team.
Disclaimer: Tracking Transactions, LLC is a bookkeeping services business. There is not a CPA (Certified Public Accountant) on staff.
We can work with your CPA to make sure the bookkeeping meets their standards.