Vitruvio is a team of industry veterans who understand the day-to-day reality of running an agency. We support your bookkeeping and accounting needs, keep your numbers accurate, and turn your financials into clear insights, so you can focus on what matters.
We’re a team of real, human bookkeepers and accountants—not a DIY platform. We handle your books end-to-end or just the parts you’re tired of managing. You get clean reporting, insights tailored to your needs, and access to a shared workspace for full visibility.
Simple and fast. We offer a streamlined onboarding process, no initiation or integration fees, and clean-up of old accounts as needed.
We offer competitive rates that are cheaper than doing it in-house. We base our pricing on the volume of commissions and transactions you process, and the complexity of your bookkeeping preferences.
Yes – we support all agency management systems (AMS), accounting software, premium financing solutions, carrier counterparts, and vendors.
Yes – you’re assigned a dedicated bookkeeping team. Premium members also get access to a Slack or Teams channel for fast, real-time support.
When your books aren’t clean, it becomes hard to trust what you are seeing. You don’t know if the cash in your account is truly available, and without clear financials, it’s difficult to understand the real state of your agency, let alone make smart decisions with confidence.
On top of that, bookkeeping is repetitive, time-consuming work. It’s the kind of task that’s easy to push off when things get busy, until suddenly you’re weeks (or months) behind and stuck playing catch-up.
Typically, the problem is one (or more) of the following:
The result? You’re paying for accounting support, but still feel unsure about your books.
We founded Vitruvio because we believe agency accounting shouldn’t feel like a mystery, a scramble, or a recurring pain point. It should be the baseline: clean, reliable, and actionable. We are a growing team of experienced bookkeepers with decades of industry experience, and we’re solving this problem the right way, once and for all.
What we deliver is specialized agency expertise, a strong point of view on best practices, and a consistent process built for accuracy and speed—all tailored to your preferences while upgrading your accounting to an industry-leading standard.
We review your current set-up, evaluate your workflows, and identify how best we can support your agency.
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We clean up inconsistencies, ensure proper posting and reconciliations, and implement structured workflows.
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We perform ongoing Trust, Operating, and Commission bookkeeping and deliver reports and insights timely.
We'd love to learn more about your agency and see if we are a good fit.
Schedule a free consultation
