about us
Insurance agency bookkeeping is notoriously difficult. Proper trust account management, consistently reconciled commissions, and transparent producer payouts require specialized skills that are in short supply.
At Vitruvio, we focus exclusively on bookkeeping for insurance agencies. We do books end-to-end for smaller and medium-sized agencies, and support larger agencies with specific pieces of their bookkeeping process.
where current
solutions
fall short
01
Typically, the problem is one (or more) of the below. The result? You’re paying for accounting support, but still feel unsure about your books.
There are too many mistakes and inconsistencies leading to costly clean-up and a lack of trust in the numbers.
The work isn’t timely enough creating delayed payroll, late reporting, and outdated visibility into the business.
The service is too expensive for what you get it may still beat doing it fully in-house, but it doesn’t deliver the quality or reliability you actually want and need
THE SOLUTION
02
We built 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.
mission statement
Three anchors that define
how we operate
At Vitruvio, our guiding principles underpin everything we do. These define our culture and encapsulate what we do when nobody is watching.
01
Our Mission
A future where every agency runs on clean data, eliminating uncertainty, strengthening leadership decisions, and enabling greater scale.
02
Our Vision
Through expert systems knowledge, accounting and industry expertise, and team-based partnership, we deliver the precision, predictability, and financial insight agencies need to thrive today and plan confidently for tomorrow.
03
Our Values
Earlier episodes · 01 — 05
The
archive.
05 episodes · Filterable by format
Trust accounting
Apr 1, 2026
Solo
Trust accounts after Comulate: what the next 12 months will actually look like.
Crystal solo on what's coming after June 30 — the migrations she's seeing succeed, the ones blowing up in week three, and the one operational habit that separates them.
Host · Vitruvio
Crystal Temple-Frawley
Trust accounting
Apr 1, 2026
Solo
Trust accounts after Comulate: what the next 12 months will actually look like.
Crystal solo on what's coming after June 30 — the migrations she's seeing succeed, the ones blowing up in week three, and the one operational habit that separates them.
Crystal Temple-Frawley
Host · Vitruvio
Trust accounting
Apr 1, 2026
Solo
Trust accounts after Comulate: what the next 12 months will actually look like.
Crystal solo on what's coming after June 30 — the migrations she's seeing succeed, the ones blowing up in week three, and the one operational habit that separates them.
Crystal Temple-Frawley
Host · Vitruvio
Trust accounting
Apr 1, 2026
Solo
Trust accounts after Comulate: what the next 12 months will actually look like.
Crystal solo on what's coming after June 30 — the migrations she's seeing succeed, the ones blowing up in week three, and the one operational habit that separates them.
Crystal Temple-Frawley
Host · Vitruvio
Trust accounting
Apr 1, 2026
Solo
Trust accounts after Comulate: what the next 12 months will actually look like.
Crystal solo on what's coming after June 30 — the migrations she's seeing succeed, the ones blowing up in week three, and the one operational habit that separates them.
Crystal Temple-Frawley
Host · Vitruvio
Trust accounting
Apr 1, 2026
Solo
Trust accounts after Comulate: what the next 12 months will actually look like.
Crystal solo on what's coming after June 30 — the migrations she's seeing succeed, the ones blowing up in week three, and the one operational habit that separates them.
Crystal Temple-Frawley
Host · Vitruvio
ready when you are
Ready to stop guessing?
A 20-minute call is usually enough to know if there's a fit.
No preparation needed, purely informational.
People-first accounting,
for Insurance Agencies.
© 2026 Vitruvio · All rights reserved
Privacy · Terms · Security
.png)
