Skip to main content

Our Work

When INSIGHT was formed, the founders brought decades of experience together in support of success for small business owners.  Since 2009, INSIGHT has delivered on that promise of success to hundreds of business owners and operators, across a wide variety of industries.

Our Work

Client Size and Location

We do our best work when we support small- to mid-size operations and work directly with business leaders. As a completely remote organization, location is not as important as is the willingness to collaborate online. While INSIGHT’s financial operations expertise is largely US-based, our Strategic Consulting services have global impact.

Our Work


While solid financial management and strategic business consulting can apply across all industries and verticals, we stay focused in areas that we can drive the greatest success through shared experience and passion.

We excel in our work with small to medium teams in technology, education, consulting, and other purpose-driven organizations.

Our Work

Transition Support

Companies in transition require a unique, adaptive approach. Whether your organization is undergoing a full restart, adding a new business line, raising growth capital, pivoting a business model, or cleaning up outdated books, INSIGHT acts as a change agent to execute projects from start to finish and set your organization up for success.

Our Work

Client Highlights

Highlighted clients and projects provide a glimpse at how our collection of capabilities work together to drive success for our clients.

Edtech company Remote Learner has been a consumer of all of INSIGHT services since an initial consulting engagement in 2011.  Fractional CFO services turned into an acquisition of the business from its founder in 2015, a return to profitability and ultimately its sale in December 2020. INSIGHT continues to provide Strategic Consulting and Financial Operations support to the acquirer, Learning Pool.

An Oil & Gas-focused machine learning and software company, Well Data Labs has been a client since 2015. The INSIGHT team provides financial operations and reporting services to senior management and integrates with internal and external resources to create a full service finance team.

A provider of SaaS Engagement Platform solutions for Events, Learning and Continuous Community environments, Incentli (aka Motrain) has worked directly and indirectly with the INSIGHT team since its formation in 2017. INSIGHT provides strategic consulting, financial management and partner management services to this owner-operated organization, and is a member of the strategic leadership team driving efforts in new verticals.

This national financial literacy education non-profit has been providing educational solutions to youth and adults since 2005 and currently reaches greater than 40,000 learners annually.  Early in its history, INSIGHT provided financial management and finance operations services to the young organization until they grew enough to support internal finance resources.  In 2021, a member of the INSIGHT team joined the Board of Directors on both the Finance and Affiliate Committees, and is actively involved with executive leadership and the Board in creating the new strategic direction for the organization.

A woman-owned and operated floral operation out of Denver, CO, INSIGHT has been a key member of their team since 2010. The INSIGHT team provides financial operations and reporting services to the business owner and actively assists in the evaluation of new opportunities and cash management for this small business.

This Colorado-based educational non-profit has been providing solutions in education for over a decade, and INSIGHT has partnered with them since formation in 2010. The INSIGHT team acts as Board Treasurer and Secretary to help guide the organization’s growth and service delivery, as well as providing financial operations and reporting services to the Executive Director and Board.

This trusted sharing network company was founded in 2021 and the INSIGHT team provides strategic, financial management and finance operations services in support of the development of this start-up.  A member of the INSIGHT team is co-founder of this business and provides the initial capital and executive leadership in support of its launch.