Advantage Insights’ Onboarding Process and Service Packages

At Advantage Insights, we operate on the principle that financial clarity is the cornerstone of business success. That’s why our onboarding process is designed to set a strong foundation for your financial management journey. Whether you’re a small business owner in need of accurate bookkeeping or a company seeking advanced financial analysis, our step-by-step process ensures your needs are met with precision and care.

Keep reading to discover how our client onboarding process combines in-depth analysis, seamless transitions to ongoing services, and a foundation of clear and consistent communication.

Step 1: Comprehensive Financial Assessment

Every client journey begins with a detailed assessment of their current financial state, which is offered for a one-time fee. This crucial first step is designed to identify inefficiencies, inaccuracies, and opportunities for improvement, laying the foundation for financial clarity and growth.

Analyzing Your Financial State: We evaluate your financial records, including your balance sheet and profit and loss (P&L) statements. For clients using QuickBooks Desktop, we convert your data to QuickBooks Online (QBO) to streamline the assessment process. The assessment culminates in a detailed report summarizing our findings.

Clear Communication of Findings: We meet with you to review the report, explaining any issues we’ve identified and outlining potential solutions. This conversation ensures you understand the state of your financials and the steps needed to address problem areas.

Step 2: Financial Cleanup Project

Once the assessment is complete, we tackle the cleanup process to establish a clean financial foundation.

What We Address

Balance Sheet Accuracy: Resolving payroll liabilities, sales tax discrepancies, long-term loans, and fixed assets.

P&L Statement Clarity: Ensuring accurate tracking of costs, gross profit, overhead expenses, and net income.

Customized Tracking: Implementing systems for client-based income, project-based expenses, or location-based performance as needed.

This cleanup phase is crucial for ensuring your financials are reliable, actionable, and tailored to your business’s unique needs.

“The way she’s organized our books—the accuracy means we can know our real overhead and understand our profit margins like we never have before.” –Al Harmening, Owner, Concrete Revival

Step 3: Onboarding Process

With your financials in order, the onboarding process begins.

Smooth Transition

Access and Setup: We establish access to key accounts and tools, such as bank accounts, credit cards, and software platforms.

Standardized Workflows: Documented processes ensure consistency and repeatability across all projects.

Client Training: We train you on tools like our centralized client portal, which organizes all accounting information securely and efficiently.

Step 4: Transition to Monthly Services

Once onboarding is complete, we work with you to select the monthly service package that best aligns with your business goals.

Our Service Packages

  • Essential Insights
    • Who It’s For: Businesses seeking accurate bookkeeping and monthly reporting without deep financial coaching.
    • What’s Included: Bookkeeping, detailed monthly reports, general financial advice, and year-end tax support.
  • Progressive Growth (Our most popular package)
    • Who It’s For: Business owners who want to actively engage with their financial performance.
    • What’s Included: Personalized coaching, detailed reports, and guidance to align your financials with your business strategy.
    • The Goal: Help you make data-driven decisions and achieve financial objectives.
  • Advanced Performance
    • Who It’s For: Companies needing comprehensive financial oversight.
    • What’s Included: Customized analysis, advanced financial tools, and strategic decision-making support.
    • The Goal: Act as your outsourced accounting department, transforming your financial health and positioning you for long-term success.

“I liked the fact she puts a lot of time into KPIs. We were in the early stages of defining them ourselves, and with her help, we got there.” –Rich Hazuka, Owner, Fluid Mechanical, LLC

Step 5: Ongoing Monthly Support

With a service package in place, our team provides tailored monthly support to help you maintain financial clarity and achieve your goals.

What You Can Expect

Dedicated Accountants: Assigned to handle transactional work and monitor operations for 3–6 months, ensuring a smooth transition to your on-going support team.

Monthly Meetings: Face-to-face interactions via Zoom or Teams foster strong relationships and ensure you remain actively engaged with your financials.

Centralized Communication: A secure client portal organizes communications, making it easy to track conversations and collaborate with any team member.

Change in Action

A common challenge we’ve helped clients solve is managing uncategorized expenses due to incomplete receipt tracking. By implementing tools like Dext and providing training, we’ve significantly reduced errors and improved financial visibility for our clients.

“Now, I don’t have to necessarily be involved with balancing the books or looking for invoices or other information. I can reach out to Mary and she can tell us what works and what doesn’t. She can give us the answers we need quickly.” – Jessica Horstman, Sirius Veterinary Orthopedic Center

Advantage Insights: Your Key to Unmatched Financial Awareness

Our structured process is designed to do more than just fix financial issues—it’s about empowering you with the tools, insights, and strategies you need to thrive. Whether you’re looking for basic bookkeeping or comprehensive financial oversight, Advantage Insights offers the expertise and support to help you achieve your goals.

Start your journey to financial clarity today. With Advantage Insights by your side, you’ll have the confidence and resources to make informed decisions and focus on growing your business.