EMPOWERING YOUR BUSINESS
Clarity. Confidence. Control. We help small business owners reclaim their time by removing the burden of bookkeeping. Whether you're just getting started or scaling a thriving business, we offer customized financial support so you can stay focused on what you love.
SERVICES & EXPERTISE
You didn’t start your business to do bookkeeping. We did.
At Independent Insights, we understand that business owners want to build a legacy, follow a passion, and enjoy freedom — not spend hours sorting receipts or chasing down transactions.
We save clients an average of 120 hours per year, freeing them to focus on growth, innovation, and impact.
With tailored services and expert financial insight, we’re your strategic partner in business success.
Bookkeeping - Quickbooks ProAdvisor
Multiple packages for different business needs starting at just $500/mo
*Monthly reconciliation
*Financial reporting
*Monthly meetings
*Payroll for up to 5 employees
*Credit-building guidance
*Cash flow reporting
*Business consulting & analysis
*Operations and commercial lending guidance
*Introductions to accountants, financial advisors, & mortgage lending advisors
Audits & Tax Prep
The goal is to identify discrepancies, errors, missing documentation, or process gaps before they become major issues.
We will:
*Review your books for accuracy and completeness
*Reconcile bank and credit card accounts
*Identify and correct any misclassified or missing transactions
*Deliver an audit summary with recommendations
*Help implement improvements if needed
Financial Analytics & Reporting
Turn Your Numbers Into Strategic Insight
We don’t just manage your books—we help you understand them.
Many business owners are sitting on a goldmine of data—but aren’t using it to their advantage.
With clear financial reporting, you’ll:
*Know exactly where your business stands
* Spot red flags before they become costly mistakes
* Feel more confident making decisions
* Impress lenders, investors, or partners
Our Financial Analytics and Reporting services give you a clear, real-time view of your business’s performance, so you can make smarter decisions and plan confidently for growth.
Lending & Commercial Placement
Smart Capital Solutions for Growing Businesses
Need funding to scale, hire, or expand your operations?
At Independent Insights, we don’t just keep your books—we help you access the capital needed to grow your business strategically and sustainably.
* Lending Readiness Assessment
Review of financials and credit profile
Clean-up and preparation of documentation
Identify the most suitable funding type for your goals (term loan, line of credit, SBA, Heloc, Home Refinance, etc.)
* Commercial Lender Matching
Access to a trusted network of commercial and residential lenders
Personalized introductions—no cold applications
Guidance through the application and approval process
* Application Support & Advisory
Help preparing financial statements and required documents
Ongoing communication with lenders
Positioning your business to get the best terms possible