See Your Business More Clearly
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About Us
Dot Connection
We like to say that we are in the “Dot Connecting” business. The dots may be information about our clients’ finances or business operations, or the dots may be in helping to connect ideas to actions. Sometimes the connecting is actually to the people, organizations or resources businesses need to be successful. With a collaboration mindset and curious and questioning nature, we assist our clients in countless ways, and we thrive on our dot-connecting roles.
Our Work
Client Highlights
Clients and projects highlighted below provide a glimpse at how our collections of capabilities work together to drive success for our clients.
Remote Learner
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Remote Learner
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Remote Learner
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Location
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.
Industries
Industries
While solid financial management and strategic business consultants 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.
Client Success
Client Success
Driving success for entrepreneurs and organizations through collaboration and experience. Bridging the gaps between ideas, strategies and execution, we combine internal teams with a network of partners to accelerate growth, improve profitability, and deliver exceptional results.
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Solutions
Solutions
Business strategy development and execution, with deep expertise in financial management, performance, and operations.
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About Us
About Us
Our team and our partners are driven by a passion for entrepreneurial success and support of teams just like us. We are collaborative and inquisitive by nature and bring decades of experience and connections together to help solve strategic and operational challenges.
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Our Clients
About Us
Key Members
As Co-founders of Insight, we have each created our own blend of services and target markets in support of our individual strengths and passions. We work in collaboration with other team members where needed, and we lead a larger extended team of key partners that we bring to the table when their expertise is demanded.
Solutions
Solutions
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
Mergers and Acquisitions Support
Mergers and Acquisitions Support
Mergers and Acquisitions Support
Mergers and Acquisitions Support
Mergers and Acquisitions Support
Mergers and Acquisitions Support
Mergers and Acquisitions Support
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.
About Us
Extended Team
It takes a village to help young companies become successful. We are smart enough to know that we don’t know everything, so we surround ourselves with individuals and teams that supplement our understanding and that help to achieve great results collaboratively. While our network is large, those identified below we have worked with on countless projects and initiatives, and that operate with the same level of quality of service and character that our clients expect from us.
