Boca Raton, Florida
The agency books, without living in QuickBooks all day.
One secure portal for Behar Insurance and MyOfficeBoca: cash position, receivables, payables, commission pipeline and a clean profit & loss — with the ledgers kept strictly separate.
Live cash picture
Cash on hand, AR, AP and burn at a glance.
Invoices & bills
Send, collect, record payments, track recurring bills.
Role-based access
Owner, bookkeeper, read-only staff and billing viewers.