专业保险机构为来自印度的美国企业提供会计服务

VJM Global为美国企业提供从印度交付的专业保险机构会计服务。我们在遵守美国会计惯例和内部控制要求的同时,为各机构提供佣金跟踪、承运人对账和准确的财务报告方面的支持。

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Key Takeaways

我们的保险机构会计如何帮助来自印度的美国公司

准确的佣金会计

我们会精确记录佣金、超支、或有收入和奖金,因此收入反映实际收益。

承运人账单对账

运营商月度报表与内部记录相匹配,以确定差异并防止收入流失。

政策层面的收入跟踪

保费、取消、代言和退款将在保单层面进行追踪,以便精确报告。

结构化应付账款和应收账款

对承运人应付账款和客户应收账款进行监控,以维持结算时间表并提高现金可见性。

与美国会计惯例保持一致

我们的工作流程与既定的美国会计框架保持一致,以支持一致的报告和更顺畅的审计。

减少内部会计负担

保险机构可以将常规会计工作转移到海外,将内部团队的重点放在增长和客户服务上。

Our Associations

The EAI International is a globally recognized group of qualified and independent accounting and tax firms, serving clients internationally. Most importantly, an EAI member can be entrusted with transparency, ethics and professionalism in the delivery of work.

从保单数据到财务报告:我们的保险机构会计服务如何运作

1

政策层面的收入结构

新政策、续保和认可记录在个人保单层面。

2

佣金时间表映射

佣金百分比和激励等级根据运营商协议构成。

3

承运人和银行对账

对承运人账单和银行账户进行核对,以确认余额并确定差异。

4

退款和调整跟踪

取消和佣金撤销会立即反映出来,以保持收入的清晰度。

5

制作人级别的绩效分配

佣金收入按生产者细分,以反映绩效贡献。

6

机构收入可见性报告

报告重点关注佣金趋势、承运人余额和未清应收账款。

为什么美国机构选择 VJM Global

立即预约

保险会计专业知识

VJM Global了解美国保险机构使用的基于佣金的收入流程驱动和审计就绪的工作流程模型、承运人结算和保单驱动的会计。

流程驱动和审计就绪的工作流程

来自印度的可靠离岸交付

来自印度的可靠离岸交付

我们在印度的团队在不影响数据完整性或报告准确性的前提下,为美国公司提供一致的保险机构会计支持。

Testimonials

What our clients say about us

Highly recommended …
 “We have been clients of VJM associates for a few years now and have built up a great relationship with them. They are very professional but approachable and always willing to listen and provide valuable advice when needed. Their knowledge of financial and accounting matters is exceptional, and I really appreciate their responsiveness to any questions or queries we have.
A large part of any working relationship comes down to personalities and we've always found the VJM team friendly and trust them to do the best for our business”

Mr. Anuj Jain
CEO, Berkman Forwarding

By taking care of our Internal control policies and procedures, VJM Team have made sure that experience is hassle free.

Mr. sachin Jain
CFO, mahle filter system (i) pvt limited

Very professional approach from VJM Team, they got associated with us late in the financial year but were able to conduct an in depth audit and highlight the areas to be addressed within a short span of time. What gives us confidence is that they are available for consultation on any financial matter and are quick to find and implement the resolution

Mr. Shobit Bhatnagar
Gradeup.co

VJM team is a thoroughly professional chartered accountants equipped with all resources and with deep understanding of GST and other contemporary arenas of corporate consultancy. Have interacted with them for various tax and corporate law related matters and found the interaction quite useful.

Mr. Pawan Ladha
Freecharge

We are Repaibays Experts LLP. We are a new company and have just started our business in the field of AC charger installation. We have retained M/S VJM & Associates LLP; Chartered Accountants as CA for our company. They have a fairly large sized office and team and the whole environment seems professional and well organised: something which is very critical in this kind of business We wish VJM very well and am sure they are already a name to reckon with in the field of providing professional CA services !

Mr. Rajesh Singh
CEO, Repair bays

The dedication and commitment of VJM Team is par excellence.  The team has handled the entire GST refund claim filing process very professionally within their immense experience and expertise.  Coupled with complete attention to detail at every stage and rigorous follow ups, VJM Team has supporrted us through the GST export refund and all GST Compliances.

Mr. Sumit Rajani
CEO, Umenders Exports

I hired VJM Associates and now I can completely focus on my business because I know there’s someone who is managing my accounts properly. Their team (including Khushboo and Jayant) are super supportive and friendly. I highly recommend VJM Associates. Give them a try! You won’t be disappointed

Mr. Vikrant Shaurya
CEO, bestsellingbook.com

We give full credit to VJM for streamlining our company’s GST compliance. Their dedicated team of learned professionals have a focussed approach & exceptional clarity when it comes to any questions pertaining to GST. I can say, without their support, it would not have been possible for us to sail past the initial turbulent period when GST was launched. Our best wishes always with them !

Mr. Siddharth Gupta
CEO, Craft Home-Export House

Frequently Asked Questions

您如何管理与多家承运人的佣金对账?

外包会计可以支持具有个人和商业专线的机构吗?

如何处理退款、取消和保单背书?

外包会计会干扰我们现有的机构管理系统吗?

为您的保险业务带来财务清晰度

保险机构依靠精确的佣金跟踪和承运人对账来保护收入。VJM Global提供印度会计支持,使政策层面的收入、调整和结算与您的机构的财务报告保持一致。

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