Insight Accounting | SERVICES


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Do you need: Someone to review, reconcile and “close out” your accounting activity each month ? An evaluation of your financial statements with an action plan addressing the issues ? A “virtual” supervisor for your bookkeeper; available to address accounting issues & questions ?

1. Choose your solution...

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“Virtual Controller” Services

Reconciliation of accounts
Verify and re-class entries; create journal entries
Financial statement generation and evaluation
End of month / quarter results package presentation
Key ratio trending and analysis
Cash Flow and Budget Analysis
Problem areas along with potential solutions to explore

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“Bookkeeping PLUS” Services

Financial software setup
Accounts payable and receivable processing
Invoices to end customers
Data imports to financial software
Bank statement reconciliation
A “Virtual Controller” overseeing the bookkeeper, the monthly close process, and the financial statement interpretation

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... 2. Choose your method of delivery

INSIGHT ACCOUNTING • 101 Westbank Ct. • Cary, NC 27513 • 919-677-1477