Angela Adams Consulting Services

• Oversee designated accounting functions of assigned clients • Ensure we are meeting contractual obligations to clients including time worked • Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients • Mentor and train up-and-coming account managers, as needed • Receive work from clients and delegate to team members • Verify that client work has been completed accurately and in a timely manner • Communicate directly with Insurance Companies, Banks, CPAs, Payroll vendors and other vendors when necessary and authorized by client • General Ledger reviews and Month End reporting • Identify additional client needs, and offer solution based services • Maintain strict client confidentiality • Accurate timekeeping of both billable and non-billable work

• Develop partner level relationships with our clients by sharing our knowledge and experience • Conduct training sessions for independent insurance agencies • Assess and report on the operations of insurance agencies • Identify client needs and offer solution based services • Assist agencies in implementing new processes, new workflows, and new technologies • Ability to sell self to prospective clients • Ensure we are meeting contractual obligations to clients including time worked • Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients • Maintain strict client confidentiality • Accurate timekeeping of both billable and non-billable work

• Develop partner level relationships with our clients by sharing our knowledge and experience • Conduct training sessions for independent insurance agencies • Assess and report on the operations of insurance agencies • Identify client needs and offer solution based services • Assist agencies in implementing new processes, new workflows, and new technologies • Ability to sell self to prospective clients • Ensure we are meeting contractual obligations to clients including time worked • Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients • Maintain strict client confidentiality • Accurate timekeeping of both billable and non-billable work

• Ensure contractual obligations to clients including time worked and deliverables are met • Communicate regularly, proactively, and effectively with leadership, internal staff, prospects, and clients • Identify additional client needs, and offer solution based services • Maintain strict client, company, and staff confidentiality • Accurate timekeeping of both billable and non-billable work • Year-End Collaboration with CPA • Year-End Financial Reporting • Production vs Income Reporting • Due Diligence/Pro Forma Reporting • Expense Analysis • General Ledger Review • Comprehensive Sales and Production Reports • Producer Commission Management • Trust Banking Management • Trending P&L Statements • Budgeting • Carrier volume management

• Ensure we are meeting contractual obligations to clients including time worked • Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients • Verify that client work has been completed accurately and in a timely manner • Maintain strict client confidentiality • Accurate timekeeping of both billable and non-billable work • Identify additional client needs, and offer solution based services