Insight Professional Services Call toll free 877.550.1765

We work with Small Businesses

Small business is a dance. A dance between your passion, talent, time and resources - between clients and vendors, employees and partners, funders and customers. Like a dancer who needs a strong foundation of muscles that can flex and stretch with ease, the muscles of your business are the financials and the systems around them. Insight choreographs the steps so your numbers get in and stay in shape.

The end result is a business that performs for you. The best part is that unlike some firms who simply provide the initial step - bookkeeping - we also offer higher levels of financial analysis. In other words, not only do we enter the numbers, we help you understand what they mean. By including these resources under one roof, you have fewer vendors to dance with.

What Our Clients are Saying...

As a small business owner, the best advice I can give is to hire a competent financial team like Insight from the beginning. By setting up systems correctly, they help reduce ongoing costs and help me to make stronger business decisions. Jil Schlisner Moss Pink Flora

How we work with Small Businesses

Bookkeeping

  • Invoice clients & perform collections
  • Manage cash flow
  • Pay vendors
  • Process payroll & expense reports

Accounting

  • Reconcile accounts
  • Develop processes
  • Prepare and analyze reports
  • Review year-end tax reports

Management Support

  • Develop budgets
  • Participate in strategic planning
  • Manage vendors
  • Serve as interim/part-time CFO

QuickBooks Setup

  • Evaluate business lines and reporting preferences
  • Establish Chart of Accounts and Items
  • Record transactions to date

Starting at $199

Financial Cleanup

  • Evaluate existing processes and recommend improvements
  • Review financial trends
  • Record transactions to date

Starting at $349

Hourly Services

  • Bookkeeper
  • Controller
  • CFO

Starting at $50