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Get Unstuck and Start Leading Again

Business Advisory That Puts You Back in Control

You're smart, driven, and no stranger to hard work—but lately, your business feels like it’s running you. The stress, the noise, the never-ending to-do list… it’s exhausting.

  • Maybe revenue is growing, but profit isn’t.

  • Maybe your team is busy, but not aligned.

  • Maybe you’re working harder than ever—but feel stuck.

You need someone who understands both the numbers and the leadership it takes to grow a business.

That's where Insight comes in.

Our Approach to Business Advisory

Combining metrics and mindset to drive real progress

We help you take control of your business by focusing on the two things that matter most: the numbers and the way you lead. We’ll show you what’s really happening in your business, where you’re getting in your own way, and what to do next to move forward with confidence.

We'll work on:

  • Defining clear goals and growth plans

  • Assessing break-even and cash flow benchmarks

  • Cleaning up delegation and leadership bottlenecks

  • Reviewing team structure and hiring strategy

  • Solving time management breakdowns

  • Building systems to reduce chaos and dependency on you

  • Turning financial reports into decision-making tools

Upgrade Your Mindset

Stop thinking like an overworked technician and start thinking like an investor. We'll challenge your perspective and shift your focus to what actually drives results.

Track What Matters

From profitability to process efficiency, we’ll help you identify the metrics that matter—and use them to make smarter decisions.

Streamline Your Role

Whether you’re spread too thin or stuck in the weeds, we’ll build a structure that allows you to delegate and scale without losing control.

Stay Accountable

Through regular check-ins, goal reviews, and coaching, we help you stay on track and adjust when things change (because they always do).

As a small business owner, I appreciate the professionalism that Insight Accounting brings. Their service is has been invaluable to my company. I would highly recommend them to anyone.

Stephen Wendt
co working business team consulting meeting planning strategy an
Support That Grows With You

Business advisory packages that meet you where you are

Some firms hand you a rigid roadmap and expect you to follow it step-by-step. We don’t believe in one-size-fits-all business advisory. Your business is unique—and so is your growth path. Our flexible package tiers are designed to meet you where you are and grow with you.

Essentials Bookkeeping + Core Reporting

For businesses who need financial clarity and a clean foundation, the Essentials package covers the basics. You'll get consistent reporting, account setup, and a strategic overview to help you make more informed decisions.

Ideal for:

Business owners who need clean books, clear reports, and a reliable financial starting point for long-term growth.

Momentum Advisory + Bookkeeping

This is our most popular option for growing businesses. It combines financial tracking with structured check-ins, custom action plans, and accountability coaching to help you stop reacting and start leading strategically.

Ideal for:

Owners who want accountability, strategic support, and the confidence to lead without doing everything themselves.

Velocity Advisory + Bookkeeping + Tax Strategy

Velocity brings together bookkeeping, business consulting, and tax planning in one powerful package. You’ll get consistent strategy sessions, proactive tax reviews, and the structure to operate like a CEO.

Ideal for:

Entrepreneurs ready to move fast, stay compliant, and make decisions with complete financial visibility.

Which package fits your business goals best?

Book a Discovery Meeting

Let's talk about what's holding you back

If you're feeling stretched too thin, unclear on your numbers, or unsure what to fix first—this is exactly where you should be.

Here are some signs you need a business advisory consultant:

  • You’re making decisions based on gut feelings—not data

  • Your business is growing, but your margins are shrinking

  • You’re the bottleneck in operations, hiring, or leadership

  • You can’t step away without things falling apart

  • You’re stuck working in the business, not on it

  • You don’t know what to focus on next

Schedule a discovery call:

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