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The people who do the work are the people you meet.

Insightech is deliberately small. There is no pyramid — no partner who wins the engagement and hands it to a first-year associate you never speak to. The person who scopes your engagement is the person who closes your books.

Practice
Outsourced office of the CFO
Client size
$5M–$100M revenue
Coverage
US & cross-border entities
Contact
info@insightech.us
Why we exist

Most finance functions only report the past.

The usual arrangement is a bookkeeper who records what happened, an accountant who files what is required, and an owner left to work out what any of it means. Each piece is done competently. Nobody owns the question the owner actually has.

The expensive gaps sit between those roles. A close that lands too late to act on. A margin trend nobody can explain. A covenant checked after the quarter rather than before it. A forecast living in a spreadsheet that one person understands.

We run the whole function: the books, the systems underneath them, and the analysis on top. The gaps are the point.

It is also why the same people stay on the engagement. Whoever builds your chart of accounts is whoever explains why gross margin moved — because they already know which numbers are fragile and which need watching.

The team

Partners on every engagement.

Jade WangFounder

Jade Wang CPA · CFA

Founder & Managing Director

Jade has more than fifteen years in finance and accounting and has managed over fifty acquisitions in the past six years. Her work spans the full finance function — multi-entity and multi-currency consolidation, systems and automation, and the FP&A on top — rather than one slice of it. She has raised more than $350 million in financing to get acquisitions closed.

  • Accounting & close
  • FP&A & forecasting
  • Multi-entity, multi-currency
  • ERP implementation
Nick WangPartner

Nick Wang CPA

Partner, Bookkeeping

Nick has fifteen years of experience in audit and bookkeeping. He leads the bookkeeping side of client engagements — the transactional layer the monthly close depends on.

  • Bookkeeping
  • Transaction processing
How we work

Three commitments we'll hold you to.

The same team, every month
You are not passed to a rotating pool. The people who learn your business in month one are the people producing your numbers in month twenty, which is why the close keeps getting faster instead of resetting.
Everything ties out
Every number in the reporting pack ties to something. You should be able to hand a schedule to your auditor, your lender or your board and defend it line by line without calling us first.
We'll tell you what we see
If a product line is losing money, a forecast is optimistic, or a process is broken, you will hear it plainly and early. You are paying for judgement, not agreement.

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