Fractional CFO

Services for Growing Businesses

Strategic Financial Leadership & Profitability Coaching

InSight Strategic Solutions partners with business owners to bring clarity, confidence, and direction to financial decision-making. Our work is designed for leaders navigating growth, complexity, and increasing responsibility — who need more than reports, and less than a full-time CFO.

We deliver CFO-level insight through a coaching-driven advisory model focused on profitability, cash flow, and strategic decision support.

View Packages

Let's Work Together

You gain from our 20+ years of financial operational experience.

InSight's Proven Process.

We understand business and have a proven track record of success with our clients.

01

Initial Meeting

30 minutes

We will get to know your business, your challenges, your goals, and how we can help.

Initial Meeting

30-minute Complimentary Introduction Call

To start down the path of financial operational clarity with InSight Strategic Solutions, the first step is an initial engagement call. During this initial call, we will talk through current company pain points, desired outcomes from the relationship, and whether InSight Strategic Solutions is the right solution for you.

Learn More

02

Discovery Session

Up to 1 hour

This is where we will gather data, investigate your systems, meet your team, and discuss next steps.

03

Strategy Session

1/2 day

We will review where we have been, where we are going, and setup your company goals.

Strategy Session

This 4-hour deep dive into your company and its financials is the introductory financial engagement. It's an essential step in the process between InSight and company leadership.

Together, we will:

  • Complete a deep dive into the company financials,
  • Walk through the levers to increasing cash flow and profitability,
  • Create a forecast based on reality (past trends, future investments, etc.), and
  • Identify key metrics for Owner to be held accountable for (without having to dig through financial statements each month).

At the end of the session, the Owner will have:

  • Custom Financial Operational Report Package, including KPI’s with targeted time frames
  • Answers to the following questions:
    • What should be reviewed?
    • When should a review of these reports be done and how often?
    • What does “WINNING” look like?
  • Clarity

There is no commitment from this engagement, however, if ongoing services are requested, we will assist in matching you with the best service package for you, your company, and your team.

Learn More
See what our clients say.

Financial Strategy Session

A focused working session to bring clarity, alignment, and direction to your business.

The Financial Strategy Session is the foundation of our work together. This half-day working session is designed to help business owners step out of the day-to-day and gain clear visibility into where the business stands, where it’s going, and what needs to happen next.

Rather than overwhelming you with data, we translate your financials into decision-ready insights — identifying the key levers that drive profitability, cash flow, and sustainable growth.

What this session focuses on:

  • Understanding current financial performance and trends
  • Clarifying profitability by service, function, or segment (where applicable)
  • Evaluating cash flow and capacity for growth
  • Aligning financial targets with leadership and operational goals
  • Identifying the most impactful priorities moving forward

Who this is for:

  • Owners feeling stretched by growth or complexity
  • Leaders preparing for the next stage of scale
  • Businesses seeking clarity before making major decisions
  • Owners who want structure, not guesswork

You leave with clarity, priorities, and a clear financial roadmap — not just more information.

Ongoing Strategic Financial Support

Long-term partnership for owners who want continued clarity and accountability.

For clients who want ongoing guidance, we provide strategic financial support designed to help owners stay aligned, proactive, and confident as the business evolves.

This is not transactional reporting. Reporting is a tool — the outcome is better decisions.

Our ongoing support adapts to your business as it grows and typically includes a combination of advisory, reporting, and coaching through key decisions.

Ongoing support may include:

  • Regular financial review and interpretation
  • Forward-looking cash flow and planning support
  • Profitability analysis and trend monitoring
  • Decision support for pricing, hiring, investments, and growth initiatives
  • Leadership accountability and strategic check-ins

How this is different:

  • We don’t just tell you what happened.
  • We help you decide what to do next — and why.

How We Work

InSight serves as a strategic thought partner to ownership teams. Our role is to bring structure, insight, and perspective — helping leaders slow down, evaluate tradeoffs, and act with confidence.

While we are industry-agnostic, our experience is strongest with service-based businesses where profitability, labor efficiency, and cash flow management are critical to long-term success.

What to Expect - and What Not to Expect

To ensure clarity and alignment, it’s important to understand our role.

We do:

  • Provide strategic financial leadership and advisory support
  • Translate financial data into actionable insights
  • Partner closely with owners and leadership teams

We do not:

  • Provide tax preparation services
  • Replace your CPA or internal accounting team

We collaborate closely with your existing CPA and accounting professionals to ensure strategy and execution remain aligned.

Ready to Gain Clarity?

If you’re ready to move from financial overwhelm to confident decision-making, the Financial Strategy Session is the best place to start.

Request Information

Learn How InSight Works!

Package Offerings

Financial Accountability Reviews

Streamlined financial and operational performance reviews on a scheduled basis, translating complex data for better comprehension.

  • Strategic Financial Guidance
  • Team Integration
  • Scalability Support
  • Addressing Accounting Challenges
  •  
Contact Us
Level of need is examined at start of contract and can be adjusted up or down every three months by mutual agreement.
CFO Advisory Services

Frequent, strategic financial guidance benefiting businesses without a Chief Financial Officer but with an accounting team.

  • All Financial Accountability Reviews
  • Comprehensive Financial Analysis
  • Performance Evaluation
  • Goal and Target Alignment
  • Strategic Decision-Making
Contact Us
Level of need is examined at start of contract and can be adjusted up or down every three months by mutual agreement.
Additional offerings include Adhoc Analyses, Speaking Engagements, Business Owner Forums, and More!

Contact us for more information.