Staten Island, NY CPA Firm | Outsourced CFO/ Controller for Title Insurance Agencies Page | A Kaplan CPA, P.C.

Outsourced CFO/ Controller for Title Insurance Agencies

Here's what you get with our Outsourced CFO/ Controller services custom tailored to Title Insurance Agencies...

  • More time to focus on new services, new customers and other core business issues.
  • Preparation of post-closing file breakdowns.
  • Payments and Monitoring of funds held in Escrow Accounts.
  • Remittances of trust funds (Mortgage Taxes, Transfer Taxes and underwriter remittances).
  • Monthly three or four-way bank account reconciliations of Escrow and Trust Funds.
  • Bank and Credit Card Account Reconciliations of operating accounts.
  • Sales Tax Reporting.
  • Annual Agent Call Reporting.
  • Better understanding of the financial side of your business. So you have less surprises and more control over the money.
  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.
  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.
  • The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.
  • Improved quality and timeliness of financial information.
  • Budget preparation and monitoring.
  • Profitability analysis by service or product line.
  • Tax saving strategies.
  • Trend analysis.
  • Assistance in defining long-range plans and the quantification of goals.
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Assistance in obtaining financing from banks, including assistance with negotiations.
  • Development of company accounting procedure manuals.
  • Analysis of equipment purchases, expansions, etc.

Book a Free Strategy Session With Me

At A Kaplan CPA, P.C., we've been serving the accounting needs of Staten Island, NY and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

A Kaplan CPA, P.C.

4300 Hylan Blvd Suite 2F,
Staten Island, NY 10312
T: (718) 577-2582
F: (718) 709-4230
E: akaplancpa@gmail.com

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