Crystal Temple

Crystal has spent nearly two decades focused exclusively on accounting and bookkeeping for insurance brokers. She has founded multiple bookkeeping groups, one of which was acquired by a prominent AMS provider. Crystal has also served as a controller of an agency group that acquired over 50 agencies in a two-year timeframe. She is the co-founder of a startup called Ricono, building a platform to address some of the technology deficiencies brokers face when trying to measure and manage their financial operations.

Accounting and Insurance: A Match Made in History

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This week, we are going to change course for a minute to tie insurance and accounting together from a historical perspective. The history of accounting and insurance is a tale of financial evolution. As businesses and trade expanded, the need for reliable record-keeping AND risk management became apparent. As commerce continued to advance, accounting and … Read more

The Financial GPS for Insurance Agencies – Double Entry Accounting

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The advent of double entry bookkeeping is one of the most significant milestones in the history of accounting and finance. Developed during the late Middle Ages and popularized by Luca Pacioli in the 15th century, this ingenious system transformed the way businesses, governments, and individuals recorded financial transactions. Today, double entry bookkeeping stands as a … Read more

Why Bookkeeping Is The Key to Business Intelligence For Insurance Agents

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In the first recorded book published on the subject of accounting (Summa de Arithmetica, 1494) Luca Pacioli quotes the following:  “Three things are needed by anyone who wishes to carry on business carefully:  Cash and/or credit A good accountant Proper internal control” It is as true today as it was in 1494. A business owner’s … Read more