Good questions.
Clear answers.

Bookkeeping, accounting and financial reporting, financial planning and analysis, BI dashboards, and data integration. Support can focus on one area or connect several parts of your financial and reporting process.

Catch-up and cleanup bookkeeping is part of the offering. We’ll start by reviewing the period involved, available records, account statements, and any open questions to define the work.

The scope can include recording and categorizing transactions, reconciling bank and credit card accounts, month-end accounting support, and preparing monthly financial statements. We’ll agree on the specific tasks and reporting cadence before starting.

You can engage Insight Analytics for bookkeeping or accounting support on its own. Financial analysis, dashboards, and data work are additional services when they are useful to your business.

A short description of your business, what you need help with, the period or timeline involved, and the software or reports you currently use. We can then identify which records and access are needed for the agreed work.

We’ll discuss the work, the condition and volume of the records or data, and the level of ongoing support you need. Scope, deliverables, timing, and fees are agreed before work begins.

You’ll work directly with Tom Hetzler, founder of Insight Analytics, from the first conversation through the delivery of the agreed work.

Use the contact page to describe your needs, or reach Tom directly at thetzler@datainsightanalytics.com or 951-395-0982. The contact form prepares an email draft in your email app for you to review and send.