Insurance Collections

Enter each office's monthly collections — the invoice tier and all splits calculate automatically.

Invoice tiers: Under $40K → flat $1,397 $40K–$99,999 → 3.5% $100K–$149,999 → 3.25% $150K+ → 2.75%
Total Collections
$0
All offices
Total Invoices
$0
Billed to clients
Your Cut (25%)
$0
Of invoice total
Partner (25%)
$0
Of invoice total
Company (50%)
$0
Of invoice total
Offices this month

Pay Log

Track actual payments received from each office.

Received
$0
Pending
$0
Total Logged
$0
Payment entries

Expenses

Track deductible 1099 business expenses by category.

IRS mileage: $0.70/mi
Total Expenses
$0
Mileage Value
$0
0 miles
Other Expenses
$0
🚗 Mileage

2026 IRS standard rate: $0.70 per mile

🧰 Supplies & Equipment
💻 Software & Subscriptions
🏠 Home Office
Monthly home office deduction $0

Monthly Summary

Your full financial picture for the month.

Your Estimated Net Pay
$0
Gross pay minus tracked expenses
Income
Total collections$0
Total invoices$0
Company share (50%)$0
Partner share (25%)$0
Your gross (25%)$0
Expenses
Mileage$0
Supplies & equipment$0
Software & subscriptions$0
Home office$0
Total deductions$0
Tax estimate rough estimate only — consult a tax pro
SE Tax (15.3%)
$0
Fed Income ~22%
$0
Quarterly set aside
$0
Est. take-home
$0