Solutions

Connecting Dots

We are passionate entrepreneurs helping elevate the success of fellow entrepreneurs through a combination of business strategy, operational execution, and connections to the people, resources and ideas that propel them further. We thrive in new environments and solving new challenges, particularly when we share a passion for your mission.

Strategic Consulting

Strategic Consulting

Mergers and Acquisitions Support

Investment Opportunity Evaluation

Entrepreneur Support & Coaching

Business Strategy Development and Execution

Fundraising

Business in Transition Advisory Services

Strategic Planning

Active Board and Advisory Board Membership

Management & Analytics

Financial Management & Analytics

Budgeting & Forecasting

Business Line Modeling

Financial and Operational Reporting

Bank and Investor Management

Complete Financial Management

Policy and Procedure Development

Financial Operations

Financial Operations

General Bookkeeping Services

A/R and A/P Management

Online Payroll Processing

Periodic Owner and Board Reporting

Year-end Reporting

State and Federal Compliance

Sales and Use Tax Filing

Procedure Documentation

Bookkeeping Catch-up

Reporting Support for Tax Preparers

Solutions

How We Engage

Insight is a fully distributed organization with team members working remotely with each other and our clients across North America. Contracts are structured as either long-term or short-term monthly engagements that auto-bill and collect, or project-based with specific deliverables. We are in partnership with our clients so we stay flexible and avoid contractual lock-in if our clients’ business needs change.