Reliable, detail-oriented bookkeeping and accounting support so you can focus on what matters most — running and growing your business.
Hi, I’m Mitchell Wright, founder of Wright Way Bookkeeping. With more than eight years of professional accounting experience, I’ve worked across the full accounting cycle—from accounts receivable and accounts payable to reconciliations, commissions, month-end close, and financial reporting. My experience has also given me an in-depth understanding of the unique accounting needs of insurance agencies, including agency bill, direct bill, carrier activity, and producer commissions. I created Wright Way Bookkeeping because I genuinely enjoy accounting and wanted to use that experience to help business owners who may not have the time, resources, or accounting expertise to manage everything themselves.
My approach is simple: provide reliable, organized, and understandable bookkeeping without making things more complicated than they need to be. Whether you need ongoing monthly support, help cleaning up your books, or specialized insurance agency accounting, my goal is to give you confidence that your financial records are accurate, up to date, and handled with care. Wright Way Bookkeeping is 100% remote and serves businesses nationwide, but the experience is still personal—you’ll work directly with me, with bookkeeping designed to give you a clearer picture of your business and more time to focus on running it.
From reliable monthly bookkeeping and financial reporting to cleanup projects and specialized insurance agency accounting, Wright Way provides the support you need to keep your financial records accurate, organized, and up to date.
Consistent monthly support to keep your books accurate, reconciled, and ready for better business decisions.
Ongoing transaction review, categorization, and accurate recordkeeping to keep your books current.
Regular reconciliation of bank, credit card, and other balance sheet accounts.
Invoice tracking, customer balances, payment application, and support keeping receivables organized.
Vendor bill tracking, payment organization, and expense management to help maintain healthy cash flow.
A structured monthly close with account review, reconciliations, adjustments, Profit & Loss, Balance Sheet, and decision-ready reporting.
Bookkeeping support for payroll entries, reconciliations, employee costs, and related reporting.
Get overdue, disorganized, or inaccurate books corrected and back on track.
Historical cleanup, catch-up work, chart-of-accounts organization, corrections, and QuickBooks setup for businesses that need a fresh start or prior periods fixed.
Specialized bookkeeping and accounting support built around the workflows unique to independent insurance agencies.
Specialized accounting support for independent agencies, including workflows unique to insurance operations.
Reconciliation and tracking of direct bill commissions, carrier statements, and related agency activity.
Accounting support for agency bill receivables, carrier payables, premiums, and related transactions.
Manual commission calculations, producer tracking, reconciliations, and reporting for agents and producers.
Experience with AMS360, Sagitta, Applied Epic, and the ability to quickly learn additional agency systems.
Tell me about your current bookkeeping setup and I’ll recommend the right level of support.
Whether you're running a growing small business or managing the complex accounting workflows of an independent insurance agency, Wright Way provides bookkeeping support built around the way your business operates.
Reliable bookkeeping support for owner-operated and growing businesses that need accurate, organized financial records without adding a full-time accounting employee.
Specialized accounting support built around the unique financial workflows of independent insurance agencies.
Getting professional bookkeeping support shouldn't be complicated. Here's what you can expect.
Request a free quote or schedule a 30-minute consultation. I’ll learn about your business, your current bookkeeping setup, and where you need support.
I’ll review your bookkeeping needs, transaction volume, accounts, software, and current setup, then recommend the right services and provide clear pricing before you move forward.
Once you approve the scope and pricing, we’ll complete a simple onboarding process, establish secure access to the accounts and systems I need, and begin your bookkeeping services.
Every business is different, so pricing is based on the level of support, transaction volume, account complexity, and reporting needs. These starting points are designed to give you a clear idea of what to expect before requesting a quote.
Best for small businesses and owners with straightforward monthly bookkeeping needs.
Typically best suited for businesses averaging up to approximately 100 monthly transactions with a relatively straightforward financial structure.
Built for growing small businesses that need more hands-on bookkeeping and reporting support.
Typically best suited for businesses averaging approximately 101–250 monthly transactions. Final pricing is based on account count, transaction volume, complexity, and the level of ongoing support required.
Specialized accounting support for independent insurance agencies with more complex workflows.
Pricing is customized based on agency size, transaction and carrier activity, accounting systems, producer commission requirements, and reporting needs.
Cleanup work is quoted separately after reviewing the condition of your books, the number of months involved, and the complexity of the corrections needed.
Every business is different. Starting prices are provided as a general guide. Your final monthly rate will be based on transaction volume, number of accounts, bookkeeping complexity, and services required. You'll receive a clear, personalized quote before any work begins.
Here are answers to some of the most common questions about services, pricing, security, software, and the client process.
Professional accounting experience without the corporate runaround. You work directly with Mitchell Wright and receive flexible, remote bookkeeping support built around your business.
Wright Way provides monthly bookkeeping, bank and credit-card reconciliations, Accounts Receivable and Accounts Payable support, month-end close and financial reporting, payroll bookkeeping support, cleanup and catch-up work, QuickBooks setup and cleanup, and specialized insurance agency accounting.
I work with small businesses across a variety of industries and specialize in supporting independent insurance agencies. Services are tailored to your transaction volume, account structure, software, and level of bookkeeping support needed.
Yes. Insurance agency accounting is one of Wright Way Bookkeeping's specialties. I have experience with Agency Bill and Direct Bill accounting, carrier reconciliations, producer commissions, month-end reporting, and Agency Management Systems including AMS360, Sagitta, and Applied Epic.
I have experience working with QuickBooks and insurance Agency Management Systems including AMS360, Sagitta, and Applied Epic. If your business uses another system, I am also comfortable learning and working within new accounting and agency-management platforms.
That's okay. Wright Way offers cleanup and catch-up bookkeeping for businesses with overdue, incomplete, or inaccurate records. I will first assess the condition of your books and determine the amount of work required. Cleanup projects are quoted separately as a fixed project based on the scope and complexity of the work.
Monthly bookkeeping packages have starting prices, but your final rate is based on transaction volume, number of accounts, bookkeeping complexity, and services required. You will receive a clear, personalized quote before any work begins. Cleanup and catch-up projects are quoted separately.
You can request a free quote through the website or schedule a complimentary 30-minute consultation. If you prefer not to meet initially, I can send you a bookkeeping questionnaire to learn more about your business and prepare a personalized quote. There is no obligation to move forward.
No. You can request an initial quote without scheduling a virtual meeting. I can send you a questionnaire to gather the information needed to prepare your quote. I do recommend a brief conversation before services begin so we can discuss expectations, answer questions, and make sure we are a good fit.
Yes. Wright Way Bookkeeping is 100% remote and serves businesses nationwide. Bookkeeping, communication, document sharing, and meetings can all be handled remotely.
Client confidentiality and data security are taken seriously. Whenever possible, I request accountant, delegated, or read-only access rather than asking clients to share their primary login credentials. Sensitive passwords or banking credentials should never be sent through regular email. When credentials are necessary, a secure password-management process will be used.
No. Wright Way Bookkeeping does not provide income tax preparation, tax filing, tax advice, or legal services. My focus is maintaining accurate, organized financial records and reports.
Yes. I can work with your CPA or tax professional by providing the bookkeeping records and financial reports they need for tax preparation or other professional services. Tax and legal decisions remain the responsibility of the appropriate licensed professional.
Tell me about your business and I’ll help you determine the right bookkeeping support.
Whether you need ongoing bookkeeping, cleanup and catch-up work, or specialized insurance agency accounting, tell me what you need help with and I'll recommend the right next step.
Ready to get started?
Wright Way Bookkeeping respects your privacy and is committed to handling the personal and business information you provide responsibly. This Privacy Policy explains what information may be collected through this website, how it may be used, and the steps taken to protect your information.
When you contact Wright Way Bookkeeping, request a quote, schedule a consultation, or otherwise communicate with us, you may voluntarily provide information such as your name, business name, email address, phone number, business type, bookkeeping needs, and other information you choose to provide. As part of the client onboarding process, additional business and financial information may be requested when necessary to provide bookkeeping services.
Information you provide may be used to respond to inquiries, prepare bookkeeping quotes or proposals, schedule consultations, communicate about services, onboard new clients, provide agreed-upon bookkeeping services, maintain business records, and improve the client experience. Wright Way Bookkeeping does not sell or rent your personal information to third parties.
Please do not submit passwords, banking login credentials, Social Security numbers, full account numbers, or other highly sensitive information through the website's quote request form or regular email. When access to financial or accounting systems is necessary, Wright Way Bookkeeping will request accountant, delegated, read-only, or other appropriately restricted access whenever available. If credentials must be shared, a more appropriate secure method will be used.
Wright Way Bookkeeping may use third-party services to operate the business and website, including services used for scheduling, forms, email, document sharing, accounting software, payment processing, and other business functions. Information submitted through these services may also be subject to the privacy and security practices of the applicable third-party provider.
Information received in connection with bookkeeping services is treated as confidential and is used only as reasonably necessary to provide services, communicate with the client, maintain business records, or comply with applicable legal obligations. Access to client financial information will be limited to what is reasonably necessary to perform the services agreed upon.
Wright Way Bookkeeping may retain information for as long as reasonably necessary to respond to inquiries, provide services, maintain appropriate business records, satisfy legal or contractual obligations, and resolve disputes.
The website may use basic technical information necessary for website functionality. If analytics, advertising, tracking technologies, or additional cookies are added in the future, this Privacy Policy may be updated to reflect those practices.
This website may contain links to third-party websites or services, such as scheduling platforms. Wright Way Bookkeeping is not responsible for the privacy practices, content, or security of third-party websites.
You may contact Wright Way Bookkeeping to ask questions about information you have provided or to request that information be corrected or deleted when reasonably possible and when retention is not otherwise required for legitimate business, contractual, or legal purposes.
This Privacy Policy may be updated periodically as Wright Way Bookkeeping's website, services, or business practices change. The effective date shown at the top of this policy will indicate when the policy was most recently updated.
Wright Way Bookkeeping
Email: WrightWayBookkeepingCo@gmail.com
Phone/Text: 757-753-0570
Serving businesses nationwide · 100% remote
Tell me a little about your business and what you need help with. I'll review your request and follow up with the next steps for preparing your personalized quote. No consultation is required to request pricing.
