Agency Navigators™
Welcome to the Agency Navigators Podcast! Hosted by AgencyCFO™. With best practices as our guide, our team integrates financial, organizational and growth excellence within independent insurance agencies across the United States. We have one mission: navigate independent insurance agencies to higher GROWTH, PROFIT, AND VALUE. Tune in for guidance on navigating your agency forward.
Agency Navigators™
S4E15: Financial Housekeeping - Strategies for Year End Success
Watch this episode on YouTube: https://youtu.be/PjZzHHRY8pM
Avoiding financial “surprises” in the new year starts before December.
The AgencyCFO™ team breaks down the critical steps you need to take now to protect your agency’s financial health in 2026.
Understand the importance of:
- Staying ahead with mid-year CPA reviews
- Keeping debt covenants and policy cancellations under control
- Prepping for producer true-ups and compensation planning
- Tidying up your books before the holidays hit
If you’re ready to prepare for the new year, now is the time and we can help! We have a few openings in the AgencyCFO Mastery Program™—reach out today.
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