Insightful Books

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Accounting System

By exclusively using QuickBooks Online—trusted by over 7 million businesses globally—we provide you with a streamlined and efficient financial management experience. This focus allows us to pass on both cost savings and enhanced organization to you.

Bookkeeping

  • Chart of Accounts Set-Up & Maintenance
  • Bank Feed Classifications
  • General Ledger & Journal Entries 
  • Bank & Credit Card Reconciliations

Financial Reporting

  • Balance Sheet - Providing you with a snapshot of your financial standing, including how much equity you have. 
  • Profit & Loss - Reveals your performance over a period, highlighting your overall profitability.

Financial Planning & Analysis

  • Create Budgets - Plan your income and expenses for different time periods, like monthly or yearly, to see how much you want to spend and save.
  • Track Performance - Check how your actual spending and income match up with your budget to see if you're on track or need to adjust.
  • KPIs (Key Performance Indicators) - Tracking metrics to evaluate performance comprehensively. 

What is your pricing?

We use value-based pricing for your subscription, so you only pay for what you need. Choose from various services, and we'll recommend a monthly fee based on your business size and needs. As your business evolves, we can adjust the subscription to fit any changes. You can also cancel anytime with 30 days’ notice.

Check Out These Sample Plans

Simple Plan


  • Book 50 Transactions Monthly
  • Reconcile 2 Accounts
  • Monthly Financial Reports

  • Starting at $250 Monthly

Workhorse Plan



  • Book 200 Transactions Monthly
  • Reconcile 4 Accounts
  • Monthly Financial Reports

  • Estimated at $500 Monthly

Scaler Plan


  • Classify up to 200 Transactions
  • Reconcile 5 Bank Accounts
  • Monthly Financial Reports


PLUS

CFO Services


  • Flux Analysis
  • Budgeting
  • Forecasting


Estimated at $1,000  Monthly

Tailored Pricing for Your Business Needs

No two businesses are the same.  You deserve a pricing plan that fits your unique situation perfectly, so we tailor our fees to ensure you only pay for the services you actually receive.