The primary goal of Insight Financial Group is to build businesses, not just offer services. Our main focus is on smaller businesses and non-profit organizations that don’t have robust financial resources available but need to position themselves for growth and expansion. Our bookkeeping, accounting, financial reporting and analysis, cash flow modeling, and strategic financial planning will not only alleviate the need for you to become a finance professional but will also provide the leverage you need to take your company to the next level.

Most bookkeepers and outsourced financial groups do not regularly provide our level of service. What you will usually get from a contracted bookkeeping service is that they keep track of the historical financials. There is no insight into the story behind your numbers or understanding of what they show about where you are headed. There are no recommendations about what can grow your business from a fiscal perspective. There is no genuine partnership between the two parties that not only sets you up for where you need to be positioned for growth but also helps to make you more financially astute along the way. Those are the core commitments of Insight Financial Group. Those are the principles the company was founded on - brought from more than 20 years of finance and accounting experience. Those are our passions that have brought value to every team and company on a consistent basis.

Our work has helped to shape many companies over the years. We have helped to manage more than $500 million in revenue and expenses, provided strategic support to boards of directors through innovative and insightful reporting and forecasting, helped structure the initial public offering of two private companies on Wall Street, turned around negative audit results for companies, and facilitated business partner development through our commitments to transparency and education. The work that we do is based in natural giftings and talents that have been intentionally cultivated, educationally refined, and proven in the marketplace. We would love to chat more about how our services will benefit your business. Allow us to help you unlock insight!