Bookkeeper
Keeps the records current.
Records activity, reconciles accounts, and maintains the bookkeeping foundation.
NJTS Accounting & Advisory
Financial clarity.
Stronger accounting.
Better decisions.
Controller, CFO, FP&A and insurance agency accounting support.
Senior-level finance support without adding another full-time position.
The management review
- Forecast
- What happens next?
- Margin
- Is growth contributing to profit?
- Close
- Can you trust the balance sheet?
Questions for a useful financial conversation.
Insurance Agency Specialty
Different cash flows.
A clearer accounting picture.
Know what was paid, what it relates to, and what remains unresolved.
Insurance agency accounting has its own moving parts: carrier statements, premium receivables, amounts due to carriers, producer commissions, and cash flows with different timing.
NJTS connects statement matching, reconciliation, aging visibility, and unresolved items with clear accounting ownership and useful reporting.
- Direct Bill
- Matching, aging & ownership
- Agency Bill & Premiums
- Receivables, payables & cash
- Producer Commissions
- Accounting & payable controls
- Carrier Reconciliation
- Amounts due & unmatched items
- Close & Reporting
- A reliable monthly picture
The level of support matters
Good records.
Strong oversight.
A forward plan.
You may have one of these covered and need help with the next. The engagement should meet the business at the level it actually needs.
Controller
Owns the accounting, close, balance sheet, and reporting.
Reviews the work, resolves accounting questions, and makes responsibility for the close clear.
CFO / FP&A
Turns the numbers into the forward plan.
Connects forecasts, profitability, cash, and operating decisions.
NJTS Accounting & Advisory
Practical support across the foundation, oversight, and planning. A defined scope, without requiring a full-time hire.
What is the decision
behind the numbers?
Hiring another producer?
Model the financial impact before committing. Connect compensation, expected revenue, and cash timing to the plan.
Revenue is growing.
Are margins keeping up?
Use forecasting and profitability analysis to understand what is driving results, and where the assumptions need another look.
Month-end depends on one person?
Build a close process with clear ownership, review points, and documentation that can be repeated and trusted.
Four connected practices
Practical accounting.
A wider financial view.
Support can begin with a specific decision, recurring oversight, or a process that needs to work better.
Fractional CFO & FP&A
Forecasting, cash-flow planning, profitability analysis, KPIs, and financial models built around real business decisions.
Controller Services
Accounting oversight, balance-sheet review, reconciliation ownership, and reporting you can use with confidence.
Insurance Agency Finance & Accounting
Direct bill, agency-bill receivables, carrier payables, producer commissions, and month-end reporting.
Accounting Operations & Process Advisory
Clear responsibilities, documented workflows, better close processes, and practical support through growth and change.
Planning is more useful when it is grounded in reliable accounting.
NJTS brings together controller-level accounting, FP&A, insurance-agency finance, and operational accounting experience. The focus is on what the numbers mean, who owns the process, and what needs to happen next.
About the practice- Understand
- Learn the business, its accounting operation, and the question.
- Focus
- Agree on priorities, scope, and the working approach.
- Work
- Provide analysis, oversight, hands-on support, or process improvement.
- Improve
- Leave clearer reporting and stronger process ownership.
Start a conversation
Need better visibility into your accounting or financial performance?
Tell us what is working, what is missing, and where you need support. We can define the right scope from there.
Discuss your needs