- Issue invoices and statements
- Manage deferral and revenue recognition adjustments
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
From receiving and processing bills, to managing approval processes and issuing payments, we ensure your vendors are paid on time, every time.
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.
In closing your books each month, we follow documented processes, post for deferrals and accruals, and a senior level review ensures exacting, consistent results.
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.
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 payroll, 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.
Standard package
- Quarterly or monthly bookkeeping
- Basic month-end services
- Email communications
- Basic service requirements
- Basic payroll services
- Basic reporting and compliance needs
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
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
TECHNOLOGY TOOLS WE LOVE








ACCOUNTS RECEIVABLE
- 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
- 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
CONTROLLER AND CFO SERVICES
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
- 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
IF STRESS ISN'T FOR YOU
Leave your payroll processing to us

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

Jeff Lewis, CPA
Comptroller and Business Manager
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

Stafford Rollocks
Senior Manager, Finance & Administration Team

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, candour and integrity in dealing with clients. With his help, we are in the process of integrating all our departments, incorporating the use of QuickBooks Online as well as QuickBooks Time for mobile timesheets is going to be a gamechanger.
STILL USING QUICKBOOKS DESKTOP?
Create resilience and liberate your organization with a remote desktop hosting solution
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.
CLIENT TESTIMONIALS
Curling Canada needed to significantly raise its game on financial management. Fortunately, Insightz did a lot of the heavy lifting from a strategy, design and staff training perspective. Two years later, significant improvements are apparent — and we would rate this collaboration a major success.
Bill Merklinger
Executive Director of Corporate Services, Curling Canada
Insightz helped us move to a virtual, real-time accounting system that greatly reduced administrative time and expense for banking, invoicing, expense management and reporting. They have always been available to answer questions and offer expert analysis, making them a trusted and essential part of our team.
Denise Allen, BBA, MBA, MM
President & CEO, Food Processors of Canada
Thanks to the efforts of Insightz, bank reconciliations that used to take us an hour or more can now be completed in minutes or even seconds. We’ve never had a clearer picture of our financial position on every account and the level of support we receive gives us real peace of mind.
Linda Flynn
Rotary Club of Ottawa West, Treasurer
With Insightz, we always receive a rapid response to our queries – usually in an hour or less – and they are always available for meetings, whether the matter in question is urgent or not. In addition, their pricing is reasonable and we know there will never be a delay in our month-end financials. Working with an accounting firm has never been easier.
Masha Krupp
President and Chief Executive Officer, MKTG
Insightz allows me to focus on all the other issues with full confidence that our financials are well in hand. They also did a great job in our transition to QBO. Their virtual services are virtually invaluable! Thanks David and Elsa.
Paul Lansbergen
Executive Director, Fisheries Council of Canada
The Insightz team has been handling CMP’s bookkeeping and monthly HST for several years and we’ve had an awesome experience working with them. They respond promptly to any concerns we have and ensure the work is always done in a timely fashion and presented in a professional manner. Working with Insightz has been a wonderful experience and I would definitely recommend them to others.
Wesley Griffith
Treasurer, Canadian Mineral Processors Society
Exceptional Advice and Service: We are a not-for-profit charity with many moving parts. David and his team helped us transition to Quickbooks seamlessly and consulted us on a path forward to improve efficiency and save us thousands of dollars in the future. They are very professional, listen carefully to our needs and goals and provide solutions to grow and improve our membership. I recommend David and his team without hesitation.
Tony Georgiou
Treasurer, Hellenic Community of Ottawa

Industries
Healthcare services
Manufacturing
Multinationals
National associations
Not-for-profits
Private companies
Registered charities
Retail/E-commerce
Restaurants
Technology services
Insightz Accounting Services is primarily located in Ottawa, Ontario, on the traditional, ancestral, and unceded territory of the Anishinabe Algonquin Nation. We thank the Algonquin Nation for hosting us and recognize their enduring presence on this land.