What we do
Insight helps businesses find clarity, efficiency and perspective by handling day-to-day accounting
operations and by providing higher-level analysis and guidance as needed. Our big picture approach
allows us to offer comprehensive financial services that are that are geared to match specific budgets
and long-term development objectives for small businesses, not-for-profit organizations, franchises and
emerging growth companies.
What Our Clients are Saying...
From running our back office to their active involvement in our organization's strategic planning, I don't know where we would be without Insight's ongoing commitment and support.
Eileen deParrie
Summit54
Bookkeeping
Day-to-day transactions & data entry
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Invoice & collect from clients
Track vendor bills & payments
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Manage cash flow
Process payroll & expense reports
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Accounting
Data review and reporting
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Reconcile accounts
Review budget-to-actual performance
Perform month-end closings
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Prepare & review financial reports
Develop processes
Prepare year-end tax documents
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Management Support/CFO
Executive-level oversight
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Participate in strategic planning
Manage vendors
Develop budgets
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Support Board initiatives
Serve as interim or part-time CFO
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