About

Mission Statement:  Our mission is to empower insurance agencies with the financial clarity and compliance assurance they need to thrive in a competitive market. 

Vision Statement:  We envision a world where every insurance agency can effortlessly manage their finances with precision and confidence, supported by specialized accounting and compliance expertise.

Expertise and Certifications

With deep expertise in Applied Epic and comprehensive knowledge of insurance financial operations, we hold certification as a QuickBooks ProAdvisor. Our team continuously undergoes training to stay ahead of industry trends and regulatory changes.

Founder, CEO

Founded by Silvia Antigua, a seasoned accounting manager with over 5 years of experience in the insurance industry, R.O.I. Consulting Services is dedicated to providing top-tier accounting and compliance services. 

My journey in the accounting field began over 15 years ago, working in different roles across various industries. Along the way, I earned a Bachelor’s degree in Accounting from Rhode Island College, equipping me with the knowledge and expertise to tackle a wide range of financial challenges. One pivotal role was within an insurance agency, where I applied my skills at a higher level and discovered my passion for problem-solving. Over five years, I identified several operational hurdles and financial pain points within the agency, leading to significant improvements in its finances and internal controls. 

This success opened my eyes to the widespread need for similar solutions in other agencies It inspired me to launch R.O.I. Consulting Services, with the goal of helping insurance agencies and brokers overcome their own financial challenges and achieve sustainable growth.

Why Choose Us:

• Professionalism:
  • At our practice, we prioritize professionalism in all interactions and transactions. Trust us to handle your financial matters with precision, adhering to the highest ethical standards.
• Transparency and Accuracy:
  • Transparency and accuracy are fundamental principles of our service. We believe in providing you with clear insights into your financial situation and tax obligations, ensuring accuracy in all our dealings.
• Dedication and Willingness to Help
  • Our dedication to client success drives us to always be ready to assist you. We go the extra mile to provide guidance and support, ensuring your financial journey is smooth and successful.
• Spanish-Speaking
  • We offer Spanish services to our Hispanic community of West Palm Beach, FL. We speak your language and are here to help every step of the way.
  • Ofrecemos servicios en español para nuestra comunidad Hispana de West Palm Beach, FL. Hablamos su idioma y estamos aquí para ayudarle en cada paso del camino.
• Your Financial Coach
  • In addition to our services, we serve as financial coaches, guiding you on the path to financial prosperity. We empower you with knowledge and strategies to achieve your goals and dreams. Think of us as partners in your journey toward financial success.
• Specialized Support for Insurance Agencies and Retirement Individuals
  • Understanding the specific financial requirements of insurance agencies and those planning for retirement, we offer customized services to meet your distinct needs and ensure a secure financial future.

Let’s Shape Your Financial Future Together! Contact us today to embark on a strategic financial journey towards success. We’re dedicated to being your trusted financial advisors, assisting you in achieving your financial aspirations, especially within the insurance and retirement sectors.