You run the shop. We run the file
Recs, categories, and the accounts that have been sitting. You stay on the floor. The books stop being a second job.
Your books, closed bythe 10th. Every month.
We close the books, explain the numbers, and stay on it after the close. Based in San Diego, working nationwide.
- Close date
- 10th
- Open items
- 5
- Difference
- 21,001.58
ExceptionAmount
Five exceptions still open.
By the 10th. Every month.
You keep the hours. We keep the file.
What working with us actually changes.
How it works
P&L that tells the truth
Owner draws in COGS, duplicate deposits, payroll that never landed. We fix the story so the margin you see is the margin you made.
A number you can spend from
Not the bank balance. Cash you can hire, buy, or wait on, and a call if anything in the month should change a decision.
Services we offer
Four services that stack, or don't. Most clients begin with a cleanup and climb from there.
Thirty days from handoff to a close you trust.
No onboarding maze, no discovery deck. We look at the actual file, tell you what it costs, and get to work, remotely or over coffee if you're in San Diego.
- Close date
- 10th
- Found
- 0
- Difference
- 0.00
ExceptionAmount
Looking through the file.
You keep the findings either way.
- Close date
- 10th
- Open items
- 5
- Difference
- 21,001.58
ExceptionAmount
Five exceptions still open.
Every material change, written down.
- Close date
- 10th
- Inbox
- 5
- Difference
- 0.00
StatementStatus
Five exceptions still open.
By the 10th. Every month.
Four services. No packages you have to decode.
Flat monthly starting points. Cleanup is quoted separately once we've seen the file.
01
Monthly & cleanup
Books that close on time, every month.
- Catch-up and cleanup of prior periods
- Bank and credit card reconciliation
- P&L, balance sheet, and cash flow by the 10th
Payroll & AP/AR
Money in, money out, on schedule.
- Payroll processing and filings
- Bill entry and scheduled payments
- Invoicing and collections follow-up
Fractional controller
Someone senior owns the close.
Typically $1.5M+ in revenue
- Month-end close managed and reviewed
- Balance sheet accounts substantiated
- Budget vs. actual, explained in English
Fractional CFO
Numbers that look forward.
Typically $2M+ in revenue
- 13-week cash flow forecast
- Pricing and margin analysis
- Scenario modeling before you hire or expand
QuickBooks Online Certified ProAdvisor
Based in San Diego,
working nationwide.
The close, the file, and the service are the same wherever you are.
Integrations
Works with the tools you already run
QuickBooks Online, plus whatever you already use for payroll and payments.
If you're on spreadsheets or a system we can't support, migration is part of the cleanup.
Local or nationwide
San Diego, or anywhere in the U.S.
Based in San Diego, working with businesses anywhere in the U.S. You get the same close either way.
No lock-in
Month to month after the cleanup
Thirty days' notice, and we hand back a clean file and full access. Nothing about your data is held hostage. We work alongside your CPA, not instead of them.
Client stories
Clean Collective
We were nine months behind and had no time to do my books. Ben found a duplicate deposit and two years of owner draws sitting in cost of goods. My margins were never what I thought they were. First close landed on the 9th. I've never had to ask where the books stand since.”
Tim MehramOwner, Clean Collective · San Diego
Meet our founder,
Benjamin Cheng
Ben founded Insight Solutions in San Diego after 13+ years in the industry. He holds an MBA in Finance from Pepperdine Graziadio Business School and is Managing Director at Supporting Strategies.
He is the person who reads the file. Book a review and you get a written list of what needs attention and what it costs to fix, whether or not you hire us.
Book a meeting with Benjamin
We're not right for everyone.
Being honest about this up front saves us both a call. If you're outside this, we'll tell you on the first one, and point you somewhere better.
You'll do well here
- You run a local business doing $250K to $5M a year, in San Diego or anywhere in the U.S.
- You're on QuickBooks Online, or willing to move
- Your books are behind and you've stopped opening them
- You want someone who explains the number, not just reports it
- You're planning something: a hire, a location, a sale
Look elsewhere if
- You need tax returns filed. We work alongside your CPA, not instead of them
- You want the cheapest possible option
- You need same-day turnaround on ad hoc requests
- You're pre-revenue and don't have transactions yet
On the range: bookkeeping and payroll fit the whole span. Controller work generally starts around $1.5M in revenue and CFO work around $2M. Below that, the fee costs more than the problem it solves, and we'll tell you so.
Find out what's actually in your books.
A free 30-minute review of your real file. You'll leave with a written list of what needs attention and what it costs to fix, whether or not you hire us. Pick a time below.