Work Background / Certifications:
- CISR Elite
- QuickBooks Online Certified ProAdvisor
- Past Chairman IIANC Agency Management and Technology Committee
- Member American Institute of Professional Bookkeepers
- N.C. Property & Casualty License
- B.S. Business Management - Western Governors University
- CompTia Project+ certified project manager
About: Crystal M. Erlitz has been delivering expert insurance bookkeeping consulting for over 10 years. Beginning December 1, 2018 her business, C.M. Temple & Associates, partnered with HawkSoft, operating as HawkSoft Managed Services LLC, a wholly-owned subsidiary of HawkSoft, Inc. Crystal is passionate about helping her clients make informed decisions about their agency accounting operations. Her consultative approach is drawn from her extensive knowledge of using proper accounting principles with various management systems and learning what works and doesn’t work. Her specialty is working in HawkSoft and Applied TAM. Crystal consults and services over 100 agencies on trust and operational accounting, payroll, bank reconciliation, invoicing, and accounts receivable and payables. Agents are able to focus their resources on their core competencies while offloading their insurance accounting needs to a trusted partner.
