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.
