Consulting Solutions

Your time as a Business Owner is valuable. Maximize that time by focusing on operational levers which will lead to financial growth, profitability, and positive cash flows.

Ready to take the next step?

In today’s dynamic business landscape, staying ahead of the competition is crucial. Our financial consulting services provide you with the InSights and strategies to outperform your rivals and seize opportunities for growth.

Together, let’s take your business to new heights of financial success. Explore our comprehensive service offerings and embark on your journey towards profitable growth. Discover how our financial consulting services can drive your business forward.

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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.

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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.

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See what our clients say.

Financial Accountability Reviews

Our streamlined approach involves conducting regular, scheduled reviews of your financial and operational performance. We meticulously analyze complex data, distilling it into easily understandable insights. By providing you with clear and concise reports coupled with easy to understand guidance, we empower you to make informed decisions and take proactive steps to enhance your business’s performance and achieve your goals.

Comprehensive Financial Analysis

The financial accountability review conducted by InSight Strategic Solutions involves a thorough analysis of financial statements, including revenue, expenses, and key performance indicators (KPIs) and a report outlining the financial health and performance of the client’s business in an easy to read format.

Performance Evaluation

The review compares the actual financial results to the previously established budgeted targets, enabling the business owner to identify any deviations from the plan. This evaluation highlights areas where the business may be falling short or exceeding expectations, helping to gauge overall performance.

Goal and Target Alignment

The review assesses whether the client’s business is on track to achieve its goals and targets. It helps identify any misalignments or discrepancies and ensures that the financial strategy aligns with the broader objectives of the organization.

Strategic Decision-Making

The financial accountability review plays a crucial role in strategic decision-making. It provides insights into the financial performance of the company, enabling the owner or decision-maker to make informed choices about whether to pivot or make adjustments to achieve the desired goals.

Pain Point

One common pain point addressed by the financial accountability review is the lack of visibility into financial performance and potential gaps. This review ensures that businesses have a clear understanding of their financial situation, allowing them to proactively address challenges and make necessary adjustments to stay on track toward their goals.

Overall

The financial accountability review provides a holistic assessment of a business’s financial performance, enabling strategic decision-making, aligning goals and targets, and addressing pain points to enhance financial accountability and success.

CFO Advisory Services

InSight Strategic Solutions’ CFO Advisory Services is a specialized offering that provides businesses with frequent strategic financial guidance where the consultant acts as a key member of their team. This is a benefit to companies that may not have a Chief Financial Officer, but do have an accounting team.

Strategic Financial Guidance

InSight’s CFO Advisory Services offer frequent check-ins with the business owner, leadership team, and accounting team enabling timely and valuable strategic financial guidance which helps businesses make informed decisions and navigate financial complexities.

Team Integration

InSight becomes an integral part of the client’s team, working closely with the business owner, leadership team, and accounting team. This integration ensures a deep understanding of the company’s financial landscape and facilitates effective communication and collaboration.

Scalability Support

This service is particularly beneficial for businesses in a scaling phase. As companies grow, they require more frequent and specialized financial guidance to align their strategies with financial objectives. InSight’s CFO Advisory Services fill the gap by providing expertise without the need for a full-time Chief Financial Officer.

Addressing Accounting Challenges

The ability of InSight to “speak accounting” is a key benefit. They can ensure accurate recording of financial data, help streamline processes, and address any accounting challenges, minimizing errors and enhancing financial reporting integrity.

Pain Point

The pain point addressed by CFO Advisory Services is the absence of an in-house Chief Financial Officer combined with the need for consistent strategic financial guidance. Many businesses, especially those in a growth phase, struggle to hire a full-time CFO or require specialized financial expertise on a more flexible basis.

Overall

Overall, InSight Strategic Solutions’ CFO Advisory Services provide businesses with the benefits of frequent strategic financial guidance, team integration, scalability support, and the ability to bridge the gap between business objectives and accurate financial reporting. This offering addresses pain points related to the absence of an in-house CFO and the need for ongoing financial expertise during business growth.

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
  •  
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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
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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.

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InSight Strategic Solutions

Providing financial operational clarity so business owners can scale their business profitably.

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2204 Whitesburg Dr
Suite 301
Huntsville, AL 35801
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