Structured Packages for Smarter Growth
Our packages are designed for business owners who want more than just quick fixes or one-off solutions. Each tier provides a flexible, comprehensive support system built around your goals, your pace, and the real demands of running a business. Whether you're getting your foundation in place or navigating rapid growth, we’ll meet you there—and help you move forward with clarity.
Start where you are. Build with intention.
Our packages are built around what growing businesses actually need: clarity, consistency, and real momentum. Each tier offers a clear framework, but how we work within it is tailored to your goals, your team, and your stage of growth. Because real businesses don’t scale in straight lines—and your support shouldn’t either.
Essentials Bookkeeping
For businesses that need a clean financial foundation, Essentials covers your core accounting and compliance needs with no unnecessary extras.
Every business is unique, so we offer flexible bookkeeping options that you can choose based on your specific needs:
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Bookkeeping & Account Setup
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Accounts Payable & Receivable
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Payroll Processing & Tax Filing
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State Sales & Excise Tax Filings
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Business License Renewals & Annual Reports
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Monthly Deliverables of Financial Reports
Essentials is ideal for:
Business owners who want clean, accurate books, timely filings, and a seamless system that operates behind the scenes.
Momentum Bookkeeping + Advisory + Accountability
Momentum combines financial clarity with structured growth support. It’s for business owners who want help turning numbers into direction—and making sure they stay on track.
Includes everything in Essentials, plus:
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Discovery Meeting
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Action Plan Development
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Quarterly Momentum Meetings
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Coaching
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Goals Tracking
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Metrics Reports
Momentum is ideal for:
Teams that need help identifying and prioritizing projects that will drive the business forward. By focusing on these key initiatives, you’ll streamline operations, boost efficiency, and accelerate growth—helping you regain momentum and achieve lasting success.
Velocity Advisory + Accounting + Advanced Tax Planning
Velocity is for business owners scaling fast—and who need a proactive partner to help them stay profitable, compliant, and ready for what’s next. We combine long-range planning, tax strategy, and full accounting support under one roof.
Includes everything in Momentum, plus:
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Semi-annual tax strategy meetings (plus year-end planning session)
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Proactive review of business structure and tax exposure
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Automated survey check-ins between tax sessions
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Coordination with outside CPAs if needed
Additional advisory services:
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Regular deep-dive or Momentum-style sessions
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Custom financial forecasting and cash flow modeling
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Support for high-value contracts or capital decisions
Velocity is ideal for:
Owners preparing for aggressive growth, hiring expansions, or high-revenue contracts—who want confidence in every financial move.
Insight team is very knowledgeable and helpful. Just starting out on a couple new business ventures and Chris took the time to advise appropriately for my current situation and beyond. Thanks!
