01
Bookkeeping
Keep day-to-day financial records organized and accounts reconciled, so you know where your business stands.
- Transaction recording & categorization
- Bank & credit card reconciliations
- Catch-up & cleanup bookkeeping
BOOKKEEPING. ACCOUNTING. ANALYTICS.
Your numbers.
A clearer
way forward.
Bookkeeping, accounting, and financial insight that help you stay organized, understand your results, and move your business forward.
Independent expertise. Practical solutions.
Tom Hetzler · Founder, Insight Analytics
Monthly financial snapshotILLUSTRATIVE DATA
PERFORMANCE AT A GLANCE
A little more perspective.
Total revenue$1.24M
+8.3%vs. plan
Revenue vs. planActual Plan
Revenue finished above plan. Now look at the margin behind the growth.
Reliable records. A clearer financial picture.
01 / THE BIGGER PICTURETry a metric above
From the everyday details.
To the bigger picture.
BookkeepingAccountingFinanceAnalytics
01 / WHAT I DO
Reliable books.
Clearer business decisions.
Ongoing bookkeeping and accounting support, backed by financial analysis and the systems that make your reporting work.
02
Accounting &
Financial Reporting
Turn reliable records into clear financial statements and a consistent monthly accounting process.
- Monthly financial statements
- Month-end accounting support
- Income, expenses & balance sheet reporting
03
Financial Planning
& Analysis
Understand what is driving results, where performance differs from plan, and what the next decision could mean.
- Budgets & forecasts
- Actual vs. budget analysis
- Scenario & financial modeling
04
BI Dashboards
& Reporting
Bring the right measures together in a focused view that helps you see performance and ask better questions.
- Executive & operational dashboards
- KPI definition & reporting
- Tableau & Excel solutions
05
Data Integration
& Modeling
Connect scattered sources and build a reliable foundation for the reports your business depends on.
- SQL data models & transformations
- Python workflows & ETL
- Reporting process automation
02 / FROM QUESTION TO CLARITY
Start with the question
you need answered.
From keeping the books current to understanding your results, here are a few places we could begin.
AN EXAMPLE ENGAGEMENT
Start with books you can rely on.
Organize transactions, reconcile bank and credit card accounts, and work through outstanding items so monthly reporting starts from reliable records.
THE DELIVERABLE
Reconciled accounts, organized records, and monthly financial statements.
03 / HOW I WORK
A clear process.
A useful result.
Work directly with the person building your solution, from the first question through the handoff.
Understand your business.
We start with your books, your current process, and the support you need—whether it is ongoing accounting or a focused analysis.
Put the right support in place.
Agree on the scope and cadence, organize the relevant records, and build a reliable process for bookkeeping, reporting, or analysis.
Make it useful, together.
Review the numbers together, work through open questions, and make sure your books, reports, or tools support the next step.
TOM HETZLERFOUNDER, INSIGHT ANALYTICS
04 / MEET YOUR CONSULTANT
Your books. Your business.
Your bigger picture.
Hi, I’m Tom.
I founded Insight Analytics to help business owners keep their books organized, understand their finances, and make clearer decisions.
My background combines a bachelor’s degree in Finance with hands-on work in financial analysis, reporting, and data systems. My services bring together bookkeeping, accounting, and the analysis that helps put the numbers in context.
Whether you need ongoing bookkeeping, monthly financial statements, or a better reporting workflow, my focus is practical support you can understand and use. For data and automation projects, I also work with SQL Server, Python, Excel, and Tableau.
Tom HetzlerFounder | Insight Analytics Murrieta, California
05 / LET’S TALK
What would a
clearer picture
make possible?
Need help with your books, monthly accounting, or a better view of your business? Tell me what you need support with. We can start there.
thetzler@datainsightanalytics.com 951-395-0982Based in Murrieta, California