Our services
Small business bookkeeping and accounting for all industry types.
Outsourced Bookkeeping
Our expert Outsourced Bookkeeping Services are designed for modern businesses seeking efficiency and strategic financial insights. We deliver meticulous, cloud-based financial management tailored to your needs—from basic cleanup to full-service financial reporting.
Prices ranges from $275 to $1500 a month.
Bookkeeping Cleanup & Audits
If your books are a mess, a proper foundation is impossible. Our specialized Bookkeeping Cleanup & Audit Service is the immediate solution for businesses that are behind, facing an audit, or simply unsure of their true financial health.
We turn months of disorganized data into crystal-clear, reliable financials. Don't wait until tax time. Get cleaned up now.
A detailed proposal will be provided, which reflects the different stages, milestones, and due dates in order to complete the project in its entirety.
Initial review is free and a quote will be provided with the scope of work, timeline, milestones and due dates to complete the project.
Quickbooks Training & Consulting
Have questions or just not sure if you are using Quickbooks to it's fullest potential.
Quickbooks new AI agents can really level up your time spent bookkeeping and automate everyday tasks but are you using all resources available?
Insight Profit Services provides short focused trainings with ongoing support afterwards. Learn from our years of experience.
Prices range form $125 for a 2 hour session. 1 to 3 people per session.
What our clients say
Very helpful and honest.
Susie De Rafelo
Founder, Hands In
Kathleen is great with communication, very easy to work with and knows what she is doing. Form our first interaction it was clear she had an extensive background with QuickBooks. She understood everything we needed and completed the job in the time we agreed upon. Kathleen could not have been any easier to work with and we highly recommend her for any QuickBooks type of job. With all the people claiming they know everything about QuickBooks, it was hard to find someone that actually knew enough to help us, until we found Kathleen. Her background and knowledge are incredible and she will be a hug help to anyone that she has the opportunity to work with.
Ryan Berg
Metal Tech 4 x 4
Kathleen was great. She did a great job explaining what she was doing as well as helping us understand how to help ourselves beyond the contract.
Mike Baron
E-commerce business
Kathleen and her Team do an amazing job assisting our music venue, Rumba Room Live, track inventory and reduce costs. Over the course of the last several years they have consistently been very dependable and always available to assist in any way they can.
Ramon Chavez
Ruma Room Live
Kat gives our team the insight needed to drive profit. Her reporting holds us accountable week in and week out, it’s our scorecard. Without it we would be flying blind.
Zac Rothman
Off the Hook at Original Fish Company
I’ve been dealing with Kathleen and her team for nearly 6 years now. Being in hospitality for nearly 20 years, I can confidently say that I have never seen a better inventory management system. User friendly and easy to diagnose analytics if you’re willing to put the effort into actually understanding the program. Any bar/nightclub owner would be doing themselves a disservice to overlook this service.
Thanks again for everything!
Brent Ryan Pitts
CEO
Pour Hard Co.
Orange County, CA