Financial Support built for better business decisions.

ENISGHT provides reliable bookkeeping, timely financial reporting, cleanup support, and QuickBooks Online setup for owner-led service businesses that need greater clarity and confidence in their financial records.

Monthly Bookkeeping

Reliable monthly bookkeeping provides the foundation for accurate financial reporting and better-informed business decisions.

What’s Included

  • Transaction review and categorization
  • Bank account reconciliations
  • Credit card reconciliations
  • Month-end close
  • Profit & Loss Statement
  • Balance Sheet
  • Monthly financial reporting
  • Identification of missing information or unusual transactions
  • Email support

Best Fit For

Established service businesses with recuring monthly financial activity that want consistent bookkeeping, reconciled accounts, dependable financial reporting without hiring a full-time employee.

Monthly Plans

Monthly bookkeeping is available through ENSIGHT’s Essential, Growth, and insight service levels beginning at $750 per month.

Cleanup & Catch-Up

Books that are behind, unreconciled, or inconsistently maintained can make it difficult to understand the true financial position of the business. ENSIGHT helps identify issues and established a cleaner accounting foundation.

Cleanup May Include

  • Historical transactions review
  • Bank account reconciliations
  • Credit card reconciliations
  • Investigation of unreconciled differences
  • Review of accounts classifications
  • Supported corrections
  • Balance Sheet cleanup
  • Catch-up bookkeeping
  • Review of opening balnces
  • Preparation for ongoing monthly bookkeeping

Cleanup Diagnostic

Cleanup engagements begin with a diagnostic review of the QuickBooks file, reconciliation status, transaction volume, account structure, supporting records, and identified bookkeeping issues.

Diagnostic Review: $350

Cleanup Engagements: Starting at $750

Final cleanup pricing is quoted as a fixed project fee after the diagnostic review.

Financial Reporting

Accurate books become more valuable when financial information is presented clearly and reviewed consistently.

Financial Reporting May Include

  • Profit & Loss Statement
  • Balance Sheet
  • Monthly financial comparisons
  • Variance commentary
  • Cash-position review
  • Accounts Receivable observations, where applicable
  • Accounts Payable observations, where applicable
  • Balance Sheet trend review
  • Cash-flow analysis within applicable service levels

Beyond Report Delivery

ENSIGHT’s goal is not simply to deliver financial statements. Higher service levels include financial review and analysis designed to help business owners better understand what changed, where attention may be needed, and what the financial information is communicating about the business.

Defined Scope

Financial reporting analysis are provided according to the agreed service level and engagement scope.

ENSIGHT does not provide audit, review, compilation, assurance, tax advisory, investment advisory, or CFO services unless separately agreed and appropriately qualified.

QuickBooks Online Setup

A well-structure accounting system makes accurate bookkeeping and reliable financial reporting easier from the beginning.

Setup May Include

  • QuickBooks Online company setup
  • Chart of accounts configaration
  • Bank and credit card connections
  • Opening balance setup
  • Products and services configuration
  • Invoice workflow setup
  • Basic financial reporting configuration
  • Review of owner-equity structure
  • Initial bookkeeping workflow

Starting at $500

Pricing depends on the complexity of the business, number of financial accounts, existing accounting records, required integrations, and whether information must be migrated or corrected.

More Complex Implementations

More complex QuickBooks Online implementations, migrations, or accounting-system transitions are reviewed and quoted separately based on scope.

Clear scope. Clear expectations.

ENSIGHT engagements are defined by a written scope of services, so both parties understand what is included, what is excluded, the information required from the client, and the expected reporting timeline.

Services Provided as Agreed

  • Monthly bookkeping
  • Account reconciliations
  • Month-end close
  • Financial statements
  • Defined financial reporting
  • Defined financial analysis
  • QuickBooks Online Support
  • Cleanup and catch-up services, when separately scoped

Separately Scoped or Excluded

  • Tax return preparation
  • Tax advice
  • Payroll processing and payroll tax filings
  • Bill payment
  • Accounts Payable processing
  • Customer invoicing and collections
  • Audit, review, compilation, or assurance services
  • Legal or investment advice
  • Cash-flow forecasting
  • Formal budget creation
  • Controller or CFO services

Not sure which service is right for your business?