Attention: Insurance Agents
Never Worry About Your Bookkeeping Again
21st-Century Bookkeeping for Insurance Agencies Only
How It Works
So, HOW do we help you to never worry about bookkeeping again? It's done through our proprietary 3-step system:
Step 1:
ANALYZE
First, we work with you to clarify your goals. Next, we do a deep dive analysis of where you are now with your agency finances. Only when this is complete and there is complete clarity for you and for us do we move onto...
Step 2:
CUSTOMIZE
Next, we get busy creating custom bookkeeping to fulfill your goals. This includes creating financial reporting that is: a) specific to your agency, b) simple to understand and c) helps us all to see how we can...
Step 3:
OPTIMIZE
Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping you to meet and exceed your income goals. This requires ever-changing plans for you to thrive.
Hear From Our Clients
Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.
Leo Ward
Healthy Smiles
Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.
Milly Blide
Manager
Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.
Rebecca Hardy
Owner, Hardy Dental
Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.
Jonathan Cooper
CFO
Why Me?
Hi, I’m Aitza Ortiz-Grant, founder of Left Lane Ledgers.
After 20+ years in the insurance industry, I transitioned my expertise in organization and client service into bookkeeping.
I help small service-based businesses stay on top of their finances, providing accurate, timely, and personalized bookkeeping solutions.
My goal is to make numbers simple, so you can focus on growing your business.
Select a Time to Chat With Me Now:
Turn your bookkeeping nightmare into a dream