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
Fixed monthly pricing tailored to your business, so you get the support you need at a cost that fits your stage.
*Monthly reconciliation
*Financial reporting
*Monthly meetings
*Credit-building guidance
*Cash flow reporting
*Business consulting & analysis
*Operations and commercial lending guidance
*Introductions to accountants, financial advisors, local payroll provider & mortgage lending advisors.
Audits & Tax Prep
The goal is to identify discrepancies, errors, missing documentation, or process gaps before they become major issues.
*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
*prep and send out of 1099
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
I started Independent Insights with one simple belief — small business owners deserve financial clarity without the corporate complexity. After years in the banking and lending industry, I saw firsthand how many business owners were running full speed but still struggling to see their numbers clearly or access the right financial guidance. That’s why I built a firm designed to meet business owners where they are — offering fixed monthly pricing & hands-on support.
Independent Insights is more than bookkeeping and analysis — it’s about connection. My goal is to create a network of small businesses that help each other thrive. When my clients grow, they naturally open doors for one another — whether that’s through shared referrals, local partnerships, or introductions to trusted service providers.
Think of it as a referral ecosystem built by small businesses, for small businesses. Because when we collaborate, we don’t just balance books — we build stronger communities.