Your books, closed by the 10th. Every month.
We clean up the mess, keep it clean, and tell you what the numbers actually mean — for small local businesses that would rather run the shop than reconcile it. Based in San Diego, working nationwide.
30 minutes. We look at your actual file, not a questionnaire.
QuickBooks Online Certified ProAdvisor
Five open items. One close. Books tie out.
What we do
Four services. No packages you have to decode.
They stack, but they don't have to. Start with whichever one hurts most — most clients begin with a cleanup and climb from there.
How it works
Thirty days from handoff to a close you trust.
We read your file
Send read-only access. We come back with what's broken, what it'll take to fix, and a flat quote. No obligation, and you keep the findings either way.
We clean it up
Reconciliations, miscategorized transactions, the balance sheet accounts nobody has touched in two years. You get a summary of every material change.
We keep it closed
Every month after that: books closed by the 10th, statements in your inbox, and a short call if anything in the numbers deserves your attention.
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.
Fit
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–$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's wrong and what it costs to fix — whether or not you hire us.
Book a free reviewQuickBooks Online Certified ProAdvisor
Or email bcheng@insightsolutionsbookkeeping.com · Based in San Diego · Working with businesses anywhere in the U.S.