What We Offer
As companies grow, so do their financial needs, but not every business can afford or justify hiring a full-time financial team. Our services allow businesses to scale their financial management resources based on their current needs, without the overhead of a permanent team. This is especially valuable for startups and small-to-medium-sized businesses, who can benefit from the same high-level financial insight as larger companies.
Moreover, improved financial decision-making becomes a reality when Insight handles day-to-day bookkeeping, accounting, and budgeting. Business owners and executives can focus on strategy, knowing their financials are accurate and up to date. We provide invaluable insights through detailed financial analysis, helping companies identify cost-saving opportunities, manage cash flow, and plan for the future.
In a world where every dollar and decision counts, our services offer businesses the ability to maintain financial health, drive growth, and make informed decisions—all without the burden of full-time costs. It’s a flexible, affordable solution that ensures companies of any size can access top-tier financial expertise.
Project Consultation
Execution on your business's current projects and creation of strategies for new ones
Documented and detailed processes that allow you to plug and play for future efforts
Unique insights and fresh solution-based perspective that enable faster project progress
Hands-on servicing that provides quality work exceeding your expectations
Basic Bookkeeping
Financial accounting and bookkeeping with an emphasis on solid controls and streamlining processes
Preparation of basic financial statements, bank and credit reconciliations, and balance sheet reconciliations
Regular meetings to discuss financials in-depth and touch base during the month
Access to financial reports throughout the month that provide real-time updates into current financial positioning
System Setup and Maintenance
Development of policies and procedures adapted to your business in compliance with the latest audit guidelines
Financial system development based on business needs, including general ledger accounts, project reporting, fund accounting, etc
Systems data migration and integration to streamline financial processes and reporting
Financial Analysis and Insight
Strategic analysis of income and expenses to budget and prior period financials - not just reports but analysis, insight, and recommendations
Cash flow analysis of future income and expenses with recommendations for vendor payment timing to maximize cash positioning
Monthly forecasting for rest of year to “freshen” existing budget and incorporate latest thinking
Budget creation and development with educational sessions for client team members involved in budget process
