Insight Financial Group
Insight Financial Group
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    • Home
    • How It Works
    • About
    • Blog
    • Let's Talk
    • Book Appointment
    • Business Academy
  • Home
  • How It Works
  • About
  • Blog
  • Let's Talk
  • Book Appointment
  • Business Academy

An accounting system tailored to your organization's needs

Let's Talk

A process with your organization at the center

Step 1 - Discovery

Learn about your goals. Understand how your current accounting system fits into your plan.

Step 2 - Planning

An accounting plan developed to have accurate financial records.

Step 3 - Action

With your assistance we will create 3 goals to improve your accounting system within 6 months. Monthly communication will take place to discuss process.

Step 4 - Partner

 We will not only provide financial oversight but advise and assist you with growing your organization.

Services that close gaps and prepare you for the future

Financial Oversight

Providing accounting activities to ensure financial accuracy. Activities such as monitoring cash flow, assisting with budgeting, and internal controls.


Consulting

Advising on best practices and trends.


Financial Reporting

Creating and reviewing financial statements that fit your needs.


Training + Workshops

Providing training and mentoring to accounting and operational staff on accounting concepts and software. Topics such as budgeting, understanding financial statements, accounting 101, and Quickbooks.

Learn more through our case studies

Find out more

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