Our Services

60 minute discovery call: In this call we will discuss your business to see if fractional controller services are a good fit for your business. We will discuss your current accounting processes to identify areas where we can implement best practices and establish accounting policies

In person/virtual meeting to review bank account transactions: In this step we go over your bank statements to understand the specifics of your business and how we would complete a monthly bank reconciliation and any other services

Service Agreement. We will prepare a service agreement that outlines each of our responsibilities in this relationship.

Onboarding. After the service agreement is signed we will grant the appropriate access and establish a plan for completing your bookkeeping services.

Need from the client:

• Signed Service Agreement

• List of all bank accounts (including checking/savings accounts, credit cards, loans, venmo, paypal, cashapp, etc.)

• Receipt copies

• Access to your accounting system

• Read-only access to bank accounts

Are you struggling to find time to complete your jobs, pay your vendors, and collect from your customers? Our Fractional Controller will manage your day-to-day accounting functions so you can focus on growing and operating your business.

Having timely and accurate financial reports is a crucial part of running a successful company. We will ensure your books are closed and reports are available so you can base your strategic decisions on current information.

To meet your goals you need to consistently monitor your critical metrics. We will work with you to understand the key performance indicators that you value and define a process for monitoring them.

As your business grows, your accounting system needs to grow with it. We will design and document an efficient process for completing day-to-day accounting activities that will provide you with the information you need to make strategic business decisions.

Establish Internal controls and segregation of duties based on the client’s needs.

Our fractional controller will create custom reports to show exactly the information you need for your strategic decision making.

At Insights Bookkeeping we embrace the benefits of IT and automation. When following best practices for accounting procedures it may involve setup behind the scenes. We are excited to work with IT teams to create an accounting system that leverages the most current technology.

Do you have an in-house bookkeeper that you would like to work with our Fractional Controller? We are happy to train your employees on following the established accounting process. Do you want to outsource your accounting entirely? We provide bookkeeping services as well!