Client Advisory Services

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Client Advisory Services


Family-owned and small business is the heart of the American economy. It is also the heart of our business. We truly enjoy working with small business clients and take their concerns to heart.

Small business owners and managers are often so preoccupied with running their organizations that accounting and financial matters become secondary.  The Insight Accounting Group Client Advisory Services Team serves as a valued guide, providing a wide range of services specifically designed to meet the needs of small businesses. Whatever the need or opportunity, we have the experience, expertise, and team member to assist you.

ACCOUNTING ASSISTANCE | We can assist businesses with all levels of accounting and bookkeeping services needed. We can provide temporary services to cover a short-term need or as part of a long-term outsourcing solution in the following areas: 

  • Manage Accounts Payable
  • Invoicing and Accounts Receivable
  • General Ledger Account Reconciliations
  • Review and Submit Payroll
  • QuickBooks or Sage Program Implementation and Training
  • General Accounting Assistance and Training

OUTSOURCED CONTROLLER OR CFO LEVEL SERVICE | Companies often need more in-depth financial reporting, and analysis than their current accounting staff can provide or that they can afford to hire. Our team of seasoned CPAs with both public and industry expertise can help at any level of accounting or financial need.  We can assist with either a special project or as a permanent part of their finance team in the following areas:

  •  Management of Accounting and Bookkeeping Processes
  • Documentation of Accounting Processes and Procedures
  • Budgeting and Forecasting
  • Cash Flow Management and Projections
  • Profit Improvement Scenarios
  • Internal Control Analysis
  • Job Costing and Inventory Tracking
  • Periodic Reporting and Key Metric Benchmarking
  • Audit Preparation