AccountantBookkeeperFractional CFO

    Insight CPA

    Accountant

    Proactive CPAs who specialize in the Home Services industry and handle the full accounting lifecycle for our clients (bookkeeping, monthly reports, tax planning & prep, tax filing)

    New York City, New York4 years in business5 employees$0+ income; $1M+ revenue; $0+ raised minimum

    About Insight

    At Insight CPA, we provide a full cycle accounting solution for Home Services owners that spans bookkeeping, accounting, reporting, tax planning & filing, and fractional CFO services. We believe the best business decisions come from accurate financial data, which is why we don't treat bookkeeping, reporting, and tax as separate services... in our eyes, they're all connected. By managing the full financial cycle, we help home service business owners understand not just what happened in their business, but what to do next. From cash flow forecasting and growth planning to industry-specific reporting, tax strategy, and performance analytics, we provide the financial clarity and guidance needed to build a more profitable, scalable business.

    Services offered

    Advisory ServicesBank ReconciliationBookkeepingBudgeting & ForecastingBusiness Tax PreparationBusiness ValuationsCash Flow ManagementFinancial ReportingFinancial Strategy DevelopmentIndividual Tax PreparationR&D Tax CreditsTax Planning & Strategy

    Client specialties

    Industries served

    Home Services

    Software & tools

    Adobe SignFathomGoogle WorkspaceJustworksLoomMelioMicrosoft TeamsProConnect TaxRamp

    Pricing

    Minimums: $0+ income; $1M+ revenue; $0+ raised