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Administrative Insight LLC

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Projects and media
Projects and media
About
We make it personal and travel to the client's site to pick up and drop off paperwork. We communicate as often as needed with the client. We offer unlimited visits and phone calls included with a set monthly price. In short, we put you first and explain how understanding your financial reports are crucial. Meeting new people and seeing the many different ways of operating a business. Also the positive change in owners when they are able to understand how financial reports help their company.
Overview

Hired 1 time

Business hours

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Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Reviews
5.0

2 reviews

5

100%

4

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pro avatar
Carol R.

May 28, 2015

Hired on Thumbtack

I found Barbara very easy to visit with in our initial meeting. She seems like the right fit for me but after visiting with her, But I discovered I could do the bookkeeping myself with a little help from a friend.
Accounting
pro avatar
Suzanne R.

Apr 25, 2011

I have worked with Barbara for over two years and she has made my life so much more organized. I know right where my money is going and she does a great job of helping me workout my projections for the year. Thank you Barb, what would I do without you!

FAQs

  • What advice would you give a customer looking to hire a provider in your area of work?

    Do the research! Ask for references of existing and former clients. Anyone that is going to be responsible for handling your financials should be bonded and insured.

  • What questions should customers think through before talking to professionals about their project?

    The one item I would like my customers to know is the importance I put on taking the time to get to know their business.and working with them to reach their goals. Bookkeeping can be a rewarding process (Really!!). It does not have to be stressful and I believe communicating and listening to clients is the key to helping companies understand their financial picture.

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