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Business insight through accurate financials.

Insightech runs your accounting, automates the transactional grind, and delivers FP&A that changes decisions. One team, from bank feed to board pack.

Close the books in five days. Then find out what they mean.

What we cover
The monthly cycle
03 / 05

Who we work with

What we do

We offer Office of the CFO solutions.

Take all three, or the one you are missing. Most clients start with the close and add FP&A once the numbers are trustworthy.

Disciplines
Accounting · Automation · FP&A
Typical close
5 business days
Systems
QuickBooks · Sage Intacct · NetSuite
Built for
Multi-entity, PE/VC-backed
01

Accounting

The books are right, they close on schedule, and they survive an auditor.

  • Multi-entity, multi-currency consolidation and intercompany eliminations
  • Month-end close calendar and reconciliation discipline
  • Technical accounting under ASC 606, 842 and 326
  • Audit preparation and auditor liaison
The fear it answersAre my numbers actually right?
02

Bookkeeping & automation

The transactional layer should run without a person babysitting it.

  • ERP implementation — QuickBooks, Sage Intacct, NetSuite
  • AI-assisted close automation and reconciliation rules
  • AP, AR and expense workflow design
  • Bank feed, payment and spend-system integration
The fear it answersWhy does this still take fifteen days?
03

FP&A

Where the function stops being a cost and starts paying for itself.

  • Annual budget and quarterly reforecast
  • Consolidated budget-versus-actual with variance narrative
  • Rolling 13-week cash forecast
  • Covenant compliance, lender and board reporting
The fear it answersWhat should I do next quarter?
Client feedback

Delivered in two days, when the deadline wouldn't move.

5.0 Verified client review
Amazing experience working with Jade. She delivered a solid model on a tight deadline.
Engagement
Financial modelling & analysis
Delivered
Apr 1 – Apr 3, 2026

From client engagements

Fractional CFO & finance leadership
Jade brings consistent high effort and engagement to developing the people around her. Helping a team understand the why and not just the what needs to be done goes a long way toward building a high-performance group.
Jade's planning skills are top notch. I relied on her across multiple projects to coordinate priorities and deliverables — she is excellent at keeping many moving pieces on track across diverse teams.
Jade always arrives with a proposed solution to whatever issue or obstacle comes up. A strong focus on results and on exceeding expectations.
She consistently hit her deadlines and went well beyond them.
Also engaged asExpert interview
Jade is very intelligent, eloquent and gave us crucial feedback for our study. We appreciate her for giving us her time and opinion. Thank you once again, Jade!
5.0 · Feb 2025
The deliverable

What lands in your inbox, and when.

A finance function is judged on what it produces. Here is the standing package — and the question each piece is meant to answer.

Standard monthly reporting package
DeliverableTimingThe question it answers
Closed financialsDay 5 P&L, balance sheet and cash flow, consolidated across entities, with every account reconciled and supported.
Budget vs. actualDay 8 Where the month diverged from plan, with a written variance narrative rather than a grid of numbers to interpret yourself.
KPI dashboardDay 8 The operating metrics your board or sponsor tracks — MRR, churn, backlog, margin by segment — reconciled to the financials.
13-week cash forecastWeekly What liquidity looks like a quarter out, updated every week rather than rebuilt in a panic.
Covenant certificatePer agreement Compliance calculations that tie to the statements, filed on the lender's schedule, with headroom flagged in advance.
ReforecastQuarterly A revised full-year view once the quarter is known, so the plan reflects the business as it is rather than as it was budgeted.
How we work

What you get beyond the numbers.

We arrive with a proposed answer
When something breaks — a reconciliation that will not clear, a covenant getting tight, a forecast that no longer holds — you will hear about it with an option attached, not just a flag raised.
We keep the pieces moving
A finance function runs across auditors, lenders, bookkeepers, your ERP vendor and your own team. Keeping those threads in sync, on a calendar, is most of the job and the part that quietly fails elsewhere.
We set the standard for the function
The close calendar, the documentation habit, the tie-out discipline — these outlast any single engagement. If we leave, the function we built should still run.
Track record

The experience behind the function.

5 daysTypical monthly close
for our clients
20+Operating entities
consolidated
15+Years in finance
& accounting
CPA·CFACredentials held
Jade Wang, Founder and Managing Director of Insightech
Founder & Managing Director
About the firm

Revenue was growing. Margin hadn't moved in six quarters.

Nobody could say why. The company had a bookkeeper, a monthly P&L, and a CRM full of data — and no one whose job it was to put them next to each other.

That is the gap Insightech exists to fill. Not a bookkeeper with a nicer title, and not a consultant who delivers a deck and leaves. A finance function that closes your books, then tells you what they mean while there is still time to act.

The analysis found 230 basis points of gross margin sitting inside a commission plan. Four weeks, and no new systems.

Read that case study →

Questions

Answers before you ask.

How quickly can you take over our books?

Usually one full close cycle to run in parallel, then we take it. The first month we close alongside whoever is doing it now, so nothing is dropped and we learn where the bodies are buried. From month two we own it. If your books are materially behind, the catch-up is a separate piece of work and we will scope it honestly before starting.

Do we have to change accounting systems?

No. We work in QuickBooks, Sage Intacct and NetSuite, and most engagements start in whatever you already have. We will tell you if your system is genuinely the constraint — but that is rarer than software vendors suggest. A slow close is usually manual process, not the platform.

Do you replace our bookkeeper, or work with them?

Either. Plenty of clients keep a bookkeeper doing transactional entry and bring us in above that for close, reporting and FP&A. Others hand over the whole stack. What does not work is two parties both half-owning the close — we will be direct about where the line sits before we start.

Is our company too small for FP&A?

The honest test is whether a decision is waiting on an answer your reporting cannot give. If you are choosing between two hires, repricing a product, or trying to explain a margin trend, the analysis pays for itself regardless of revenue. If nothing is pending, start with a reliable close and add FP&A when a question arrives.

What does the monthly package actually include?

Closed and consolidated financials by day five; budget-versus-actual with a written variance narrative and a KPI dashboard by day eight; a rolling 13-week cash forecast updated weekly; covenant certificates on the lender's schedule; and a quarterly reforecast. We tailor the KPI set to what your board or sponsor actually tracks.

What do you need to get started?

Access to your accounting system, the last twelve months of bank statements, your current chart of accounts, any lender agreements with reporting obligations, and an introduction to whoever touches the books today. That is enough for us to tell you within a week what shape the finance function is actually in.

Business insight through accurate financials

Get started

Bring us the question your reporting can't answer.

Thirty minutes, no pitch. Tell us how long your close takes, what your board or lender asks for, and the decision you are currently guessing at — we'll tell you what we'd fix first and roughly what it costs.

Book a 30-minute call →

Or email info@insightech.us · Response within one business day