Watch this episode on YouTube: https://youtu.be/PjZzHHRY8pM

Avoiding financial “surprises” in the new year starts before December. 

The AgencyCFO™ team breaks down the critical steps you need to take now to protect your agency’s financial health in 2026. 

 Understand the importance of: 

• Staying ahead with mid-year CPA reviews 
• Keeping debt covenants and policy cancellations under control 
• Prepping for producer true-ups and compensation planning 
• Tidying up your books before the holidays hit 

If you’re ready to prepare for the new year, now is the time and we can help!  We have a few openings in the AgencyCFO Mastery Program™—reach out today. 

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