Managed Services

Finance & Accounting Services

Accurate, compliant, and timely financial operations for insurance entities.

Financial operations that bring control and confidence

We support carriers, MGAs, brokers, and agencies with end-to-end finance and accounting operations from transactional posting to reconciliations, technical accounting, financial controls and close support. Our people-led, process-driven approach ensures accuracy, transparency, and predictable
reporting across all financial workflows. By combining insurance domain expertise with standardized reconciliation and close frameworks, we help finance teams reduce risk, eliminate
backlogs, and operate with full audit confidence.

Our Offerings

Accounts Payable & Treasury

Reliable invoice handling, disbursements, vendor setup, and cash management that strengthen daily financial discipline.

Technical Insurance Accounting

Premium accounting, commission/bordereaux processing, and trust account management executed with precision.

Bank & Balance Sheet Reconciliations

Daily, weekly, and monthly reconciliations with clear aging, exception logs, and audit-ready schedules

General Ledger Support

Accurate journals, accruals, adjustments, and variance analysis to maintain clean books and predictable closes.

Close Management & Reporting

T+5 close calendars, structured checklists, and documentation support for compliant, timely month-end cycles.

What's included binox service?

WHAT TO EXPECT

DHA-1 brings structure and reliability to insurance financial operations. Our teams follow disciplined workflows, defined reconciliation frameworks, and documented controls to ensure that every entry, schedule, and report is accurate, timely, and audit-ready. Whether supporting AP/AR, trust postings, premium accounting, bank reconciliations, or monthend close, we operate as an extension of your finance team. The result is predictable output, reduced backlogs, and cleaner books that enable stronger financial decisions.

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Clean, Accurate Financial Data

We maintain consistent posting practices, clear audit trails, and structured reconciliations that
strengthen financial integrity.

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Predictable, Timely Close Cycles

Standardized calendars, checklists, and documentation support help achieve reliable T+3 or
T+5 close windows.

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Stronger Controls & Compliance

We embed multi-layer reviews, exception tracking, and reconciliation sign-off to support internal
and external audits.

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Scalable Support for Growing Teams

Flexible capacity that grows with your business, programs, and financial workflows.

WORK WITH DHA-1

Let’s strengthen your financial operations with accuracy and control.

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