• About

About Us

Core Values:
We seek to work with team members, clients, and local organizations that share these core values.

Relationships – Insight is focused on building meaningful connections with team members, clients, and the community. Our team is dedicated to providing an environment that is supportive of work/life balance and positive, open communication. Whether it is a team member, a client or a member of the community, we are committed to understanding their needs so we can serve and support them in the best way possible. We value long-term relationships.

Community – Insight encourages team members to be servant leaders in organizations about which they are passionate. The firm is devoted to providing resources to positively influence and strengthen our community. We are truly committed to giving back to our community.

Excellence – Insight understands that delivering a quality product through prompt and courteous service is expected. We strive to exceed this expectation by actively listening to our clients’ needs and helping them develop proactive solutions to accomplish their goals. This is enhanced by our commitment to training and certifications for team members, advanced technology and extraordinary personal service. We measure our success by the success of our team members and clients.

Trust – Insight believes trust is earned through mutual respect and the fulfillment of our commitments. The firm builds this trust by empowering team members to make decisions and to go the extra mile to help our clients reach their goals. We recognize trust is the foundation for a strong relationship.

Mission Statement:
Provide excellent accounting, tax and consulting services to our clients while building trust and valued relationships with them, our team and our community.

As a business owner or successful professional, you have many concerns about managing your business or personal finances. Our breadth of experience with a wide variety of clients provides us with insight to the many issues you face.

Of course we provide all the traditional services you expect from an accounting firm – like tax preparation and assurance services. But we also do so much more including software training and support, interim controllerships, succession planning, business valuations, financial planning services, and business consulting. Our goal is to help you succeed. We strive to build a relationship that allows us to understand what is important to you, how you
define success, and help you achieve those goals; whether that means financial growth, building a legacy, philanthropic giving, or financial security for loved ones.