WHEN BUSINESSES NEED SUPPORT

Our services rise to the challenge

With the right experts on your side, accounting services can be the secret weapon that takes your business to the next level. Whether you need support in a particular area or you’re looking for a more comprehensive approach, our services deliver the knowledge and expertise you need to reach your full potential.

ACCOUNTING SERVICES

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PAYROLL SERVICES

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TECHNOLOGY SERVICES

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CONTROLLER SERVICES

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WE HAVE YOU COVERED

With custom accounting solutions

We know that every business has unique requirements. The experts at Insightz work with you to ensure that you have the technology, processes and accounting professionals necessary to address your needs. When you engage our services, you gain access to skilled expertise that will improve every aspect of your business.

ACCOUNTING SERVICES

Services curated and customized for your organization
ACCOUNTS PAYABLE AND BILL PAYMENTS

From receiving and processing bills, to managing approval processes and issuing payments, we ensure your vendors are paid on time, every time.

ACCOUNTS RECEIVABLE AND INVOICING

With electronic invoicing, managing for recurring revenues, collections and payment receipts, we assist with your complete sales cycle.

PAYROLL SERVICES

Payroll done right – we understand the complexity and importance of ensuring your team is paid on time, and that you are always compliant.

SALES TAX FILINGS

Whether preparing and filing returns or maintaining documentation, we meet every deadline and we’re always ready for audit.

MONTH-END SERVICES

In closing your books each month, we follow documented processes, post for deferrals and accruals, and a senior level review ensures exacting, consistent results.

FINANCIAL REPORTING AND ANALYSIS

Through regular reports, KPIs and metrics, we make sense of your data and deliver insightful analysis that goes beyond the numbers.

CFO AND CONTROLLER SERVICES

Providing complex analysis and advanced reporting, our qualified CPAs add value and clarity at every stage.

YEAR-END AUDIT SUPPORT AND ASSISTANCE

Our services ensure your records are always thorough, compliant and ready for scrutiny.

BEHIND ON YOUR BOOKS?

Our customized bookkeeping services will help you get caught up fast

THREE PATHS TO PROGRESS

Hindsight, Insight and Foresight

While our services can be purchased on an à la carte basis we also offer more comprehensive attention through our three service packages: Hindsight, Insight and Foresight.

Our basic package offers core bookkeeping services that provide vital assistance with your payrolls, month-end and quarterly sales tax returns. While our advanced packages, incorporate additional real-time services and CPA assistance, customized for your organization’s unique needs.

Whatever approach you choose, expect to get significantly more from your business data.

HINDSIGHT

Standard package

  • Quarterly or monthly bookkeeping
  • Basic month-end services
  • Email communications
  • Basic service requirements
  • Basic payroll services
  • Basic reporting and compliance needs

Get Hindsight

INSIGHT

Professional package

  • Monthly bookkeeping
  • Regular weekly services
  • Frequent communications and video calls
  • Real-time bookkeeping, processing and monitoring
  • Moderate to advanced payroll services
  • Month-end and special reporting
  • Month-end review and analytics

Get Insight

FORESIGHT

Premium package

  • Daily/weekly bookkeeping
  • Real-time services, monitoring and access
  • Virtual and on-site meetings
  • Multiple ongoing services
  • Advanced payroll services
  • Same-day turnaround time
  • Month-end and special, advanced reporting
  • Cash flow budgeting and forecasting services
  • Ongoing consultations with your CPA

Get Foresight

TOYS IN OUR TOOLBOX

Every client has unique challenges and needs and there are no cookie-cutter solutions here.  At Insightz, we build a customized app-stack for each client, integrating with your current solutions and seeking out best-of-breed tools to ensure efficient and effective processing, and that your information is always ready and reliable.  These are some of our favourites.

ACCOUNTS RECEIVABLE

With proven processes, our experienced team will:
  • Issue invoices and statements
  • Manage deferral and revenue recognition adjustments
  • Invoicing for recurring revenues
  • Data import export services
  • Supporting documents and timesheets
  • Coordinate payment collection and follow-up
  • Assist with deposit processing and payment receipts

ACCOUNTS PAYABLE

With proven processes, our experienced team will provide valuable assistance with:
  • Vendor document and records management
  • Automated data extraction
  • Payment processing solutions
  • Ensuring sales tax rules and regulations are followed
  • Strict approval processes and audit trails
  • Employee expense reporting and reimbursement

EXPERTISE THAT SETS US APART

When you need it most

CONTROLLER AND CFO SERVICES

Premium expertise without premium pricing

With Insightz, you get the benefit of premium expertise – from licensed, trained professionals – without paying premium prices. We offer clients more than just bookkeeping and basic reporting. Our certified professional accountants provide part-time CFO or controller services, giving you the extra support you need to grow your business without the cost of a full-time employee.

Early in the development of your business, your accounting needs may be limited, and with an Insightz bookkeeping solution in place, we can maintain the hygiene of your business, taking care of all your monthly compliance needs. But you will need additional support to reach your full potential, and the more you grow, the more complicated your finances become. If the cost of a full-time CFO or Controller seems out of reach, Insightz is the perfect balance of service and savings. Once you’ve experienced what we have to offer, you’ll understand the Insightz difference.

ADVANCED ADVISORY AND ANALYSIS

If you are ready for a more comprehensive approach, our controller services provide strategic guidance in several additional areas
  • Advanced reporting and interpreting of monthly financial results
  • Identifying key performance indicators
  • Incorporating non-financial metrics to better understand your business
  • Cashflow forecasts to help pursue opportunities and anticipate challenges
  • Preparation for an audit or review engagement
  • Support for your accountants
  • Assistance with deals/transactions and buy-sell support
  • Special reporting for boards, stakeholders and grants
  • Support for financing, covenants or special obligations
  • Special services and analysis on an as-needed basis

PAYROLL DONE RIGHT

We’re on time, every time

We understand the importance of ensuring your team is paid without complications or delays.

IF STRESS ISN'T FOR YOU

Leave your payroll processing to us

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Payroll processing and services include

  • Electronic pay statements and direct deposit services for employees
  • Source deduction remittances filed on time, every time
  • Help with wage subsidies and assistance programs
  • Job costing and project tracking
  • Hassle-free year-end and T4s
  • Accounting for complex accruals and benefits
  • Support for multiple payroll systems
As a CPA myself I have very high standards and expectations for how things should be accomplished, so I was hesitant to bring in outside help to assist my 2-person team for a few weeks while I was looking to hire new staff. 2 years, and a few hires that did not work out, later I have been very pleased to still be working with David and his team. They consistently demonstrate ownership for the quality and timeliness of our results and as a result are not just an addition to our team, they have become a part of our team. Their knowledge, dedication and responsiveness, combined with a conscientious and inquisitive approach, enable them to get the job done accurately and on time. Insightz has helped us to work more efficiently and effectively by not only helping us identify issues but more importantly by providing us with long-term solution(s) to our issues. If you read this far I would recommend you have a chat with David today… you won’t be disappointed that you did!!!

Jeff Lewis, CPA

Comptroller and Business Manager

GET THE TECHNOLOGY UPGRADE YOU NEED

With no other obligations

TECHNOLOGY & PROJECT SERVICES

Insightz does more than just monthly bookkeeping. Whether you’re a new startup or you’re ready to migrate your current system, our team of experts is ready to assist with your next project or system implementation. With decades of experience, we recognize the potential of technology and make sure your project is done right from the start.  As one of the top solution providers in Canada, our expert services include:

  • Healthcheck assessments including detailed current process review
  • Expert system migration and implementation services
  • Wholesale pricing and software discounts
  • Transformation and process redesign
  • Automation expertise to import and export data
  • Ongoing white-glove support and assistance

Insightz has a vast knowledge of automated solutions and they solve problems without applying unneeded pressure. I have had positive experiences with several of their team members, but the constant for me has been David, who has been exceptional in responding to our needs. We have developed a strong relationship and I appreciate his knowledge, problem-solving abilities, candor and integrity in dealing with clients. With his help, we are in the process of integrating all our departments, incorporating the use of QuickBooks as well as QuickBooks Time for paperless timesheets, a gamechanger.

Stafford Rollocks

Senior Manager, Finance & Admin Team

STILL USING QUICKBOOKS DESKTOP?

Add resiliency and liberate your organization with a remote desktop hosting solution

Sometimes moving to a full cloud-based accounting system just isn’t the best option for your organization. If you’re still using QuickBooks Desktop, but tired of having limited access, it’s time for the next step in your evolution. With remote desktop hosting, you can move your favourite accounting solution to the cloud, connect multiple users, and access new integrated services and capabilities, providing many of the benefits of the cloud while continuing with the version of QuickBooks that works best for you. Benefits include:

CONSTANT SUPPORT

With industry-leading partners, you get round-the-clock support for your hosted accounting needs.

UPDATES MADE EASY

You can stop worrying about software updates and server maintenance – we take care of all the details.

MAXIMUM SECURITY

Bank-level security, automatic backups, and fortified data centres

UNMATCHED RELIABILITY

Insightz is the choice of many industry leaders because we deliver exactly the service they require and we ensure our experts are always available to address their needs.

FLEXIBLE SERVICE

Whether your systems are complex or simple, major or minor, we can provide a package customized to fit your needs – and your budget.

ORGANIZATIONS WE HAVE WORKED WITH

CLIENT TESTIMONIALS