All Your Insights in One Place

Insightful’s Approach

Improve Your Financial Performance
With our focused dashboard and reports, we help you make quicker, more informed decisions and create a plan for your near and long-term success.
Streamline Systems
Our goal is simplicity. We integrate your financial and operational data and create a single source-of-truth to remove confusion and inefficiencies.
Your Data Partners
Insightful Partners are your data experts, and we’ll make sure you understand your results; we use concise, custom visualizations to tell the story. We hold monthly accountability meetings to ensure your entire team is prepared when making decisions that impact your business.
Fractional Financial Planning & Analysis (FP&A)
We are a targeted standalone service that focuses exclusively on the analysis and presentation of your results. (We also complement internal and fractional CFO roles.) No boring reports, only useful insights!

Features

Customized

Your own company, your own dashboard, your own personalized consulting.

 

Centralized

All of your relevant financial, operational, and marketing data gathered into one place.

Simplified

We take the noise out of your data by identifying key areas of focus.

Future-ready

Accountants only look at the past – we take the past and the present and prepare you for the future.

Consistent

We meet with you every month to track your progress and point you in the right direction.

Transparent

We work alongside you to provide reports that are accurate and secure.

Strategize

It all starts with a plan. Which, of course, we’ll work directly with you to map out. We begin our engagement with a thorough review of your company’s past and present operations and practices, discuss your desired future outcomes, and develop the right key performance indicators to ensure you progress towards your goals.

Analyze

After setting you up and getting you started, we’ll meet with you monthly to track your progress. Together we’ll review your sales, gross profit, expenses, net income, cash, additional revenue sources, and other targeted areas of focus. We’ll walk you through what worked well, what didn’t work, and what adjustments are needed going forward.

Revise

From there, we move back to further strategizing. After reviewing your progress, we’ll highlight the areas of significant importance and discuss needed changes for your business, leaving you with outlined goals for the next month. We take all the unnecessary noise out of the picture to give you just the signals you need to keep working on.

An Everything Approach

With our simplified and centralized dashboards we can turn your 5-hour meetings into a more effective 45-minute meeting. Your dashboards are customized and highlighted for key areas of high and low performance to direct your attention to what is necessary- so you don’t have to sweat the small stuff.

Internal and External

We look at the key drivers of value for your business as well as any outside risk factors.

Near and Far

We’ll help you work on your short-term goals while preparing you for the long-haul.

Backwards and Forwards

Using past trends to see around the corner towards the future.

Micro and Macro

Every big picture has small details – we look at both.

Turn 5 Hours into 45 Minutes

With simplified, centralized dashboards, you no longer have to sit through hours of meetings with accountants and other advisors to map out your progress. Your dashboard and reports are customized and highlighted for key areas of high and low performance to direct your attention only to what’s necessary – so you don’t have to sweat the small stuff.

Go Eco-Friendly

Did we mention it’s all paperless? Help save the environment while saving your filing cabinets.

Insightful Partners

Make Your Meeting More Effective

Don’t let your accounting department hold you hostage. Let us help you find meaning in the chaos. Once a month is all it takes!

 Case Studies

We might be focused on the future, but we still recognize the past. Check out some of our latest success stories.

Address

5020 Campus Drive.
Newport Beach, CA 92660

Hours of Operation

Monday - Friday
8:00am - 5:00pm