Insights Bookkeeping

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Annual income

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Accounting needs

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Introduction: I am a Certified Management Accountant with 11+ years of experience in accounting. I am an organized self-starter with a passion for finding efficiencies in processes. My goal is to provide timely and accurate financial information so you can make the most informed decisions for your company.

Overview

Hired 5 times

Background checked

1 employee

2 years in business

Payment methods

This pro accepts payments via Cash, Check, and Venmo.

Social media

Facebook

Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

5.0

3 reviews

5

100%

4

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3

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2

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1

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Daniel W.

Aug 28, 2023

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Hired on Thumbtack

Insights Bookkeeping has proven to be an invaluable partner in maintaining the financial health of our business. As a company that relies on accurate and up-to-date financial records, we have been utilizing Insights Bookkeeping's services on a quarterly basis to balance our books. Their performance has consistently exceeded our expectations, making our financial management processes smoother than ever before. One of the standout features of Insights Bookkeeping is their commitment to precision. The quarterly balance of our books demands meticulous attention to detail, and they have demonstrated their expertise by flawlessly organizing and reconciling our financial data. This accuracy has given us peace of mind, knowing that our financial statements are in capable hands. The team at Insights Bookkeeping operates with a high level of professionalism and efficiency. They understand the unique requirements of our business and adapt their approach accordingly. Whenever we've had questions or needed clarifications, their responsive and knowledgeable support has been a tremendous asset. What truly sets Insights Bookkeeping apart is their dedication to timeliness. Quarterly bookkeeping can be a tightrope act when it comes to meeting reporting deadlines, but we've never had to worry about that with Insights Bookkeeping. Their well-organized process ensures that our books are balanced promptly, enabling us to make informed decisions and stay compliant. In summary, Insights Bookkeeping has proven to be an exceptional resource for our quarterly bookkeeping needs. Their accuracy, professionalism, and punctuality have consistently elevated our financial management practices. If you're seeking a reliable partner to handle your bookkeeping requirements, we wholeheartedly recommend Insights Bookkeeping.

Accounting

Push Strategist LLC O.

May 1, 2023

Insights Bookkeeping has helped my small business in a major way. We needed to create a seamless bookkeeping process that would allow us to expand our business. Matt was extremely patience with all my questions and provided my entire finance team with support. We are excited to grow and an organization with insights bookkeeping by our side! I HIGHLY suggest their services!

Marya S.

Mar 27, 2024

·

Hired on Thumbtack

I highly recommend~

Accounting

Credentials

Background Check

Matthew Djonne

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I charge an hourly rate to catch your books up to the current month and offer a fixed monthly price for future services.
What is your typical process for working with a new customer?
My onboarding process normally involves setting up a QuickBooks account, reconciling prior periods as needed, and setting up processes to allow me to complete the monthly reconciliation independently to save my customers time.
What education and/or training do you have that relates to your work?
I have been working in the accounting field after receiving my Bachelor's degree in 2011. Currently I am an active Certified Management Accountant.

Insights Bookkeeping

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