Your time as a Business Owner is valuable. Maximize that time by focusing on financial operational levers which will lead to growth, profitability, and positive cash flows. Gain from our 20+ years of financial operational experience by reaching out today.

Ready to take the step to Learn More? Contact Us Today to determine if we are a fit for you and your business to grow and scale profitably!

Initial Engagement Call

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.

Introductory Financial Engagement

4 Hour Deep Dive into the Company and its Financials ($1,500 investment)
The Introductory Financial Engagement is an essential step in the process. InSight Strategic Solutions and the Owner will together:

  • 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 Introductory Financial Engagement, 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.

Financial Management Consulting
  • Frequent updates / touch points, including weekly analyses, accountability reviews, and financial operating reporting
  • Ideal for companies without a full time CFO, Controller, or Accounting Manager
  • Level of Need is examined at start of contract and can be adjusted up or down every three months by mutual agreement

Personal: Averages 1 hour a week in services ($1,100 monthly investment)

*Plus: Averages 2 hours a week in services ($1,950 monthly investment)

Premium: Averages 3 hours a week in services ($2,600 monthly investment)

Financial Accountability Reviews
  • Custom Financial Operational Reports updated

  • KPI’s measured

  • Current state of company reviewed on pre-determined frequency with business owner and/or leadership team

  • Summary of call and updated reports provided to business owner

Apprentice: Level (Monthly Reviews): Recommended for initial 3-6 months for new clients to build comfort with Financial Operational Reports, KPI’s, and metrics. ($550 monthly investment)

Associate: Level (Quarterly Reviews): Recommended for clients after the Apprentice Level. ($250 monthly investment)

Master: Level (Semi-Annual Reviews): Typically recommended for clients after one year of working together. ($600 semi-annual investment)

* Most Common Package

Additional Offerings (contact us for information)
  • Adhoc Analyses (i.e. margin by product, staffing times, economic valuation of company)
  • Speaking Engagements
  • Business Owner Forums
  • And More...