Become a Client

Are you ready to have Office Solutions Insight build and maintain the QuickBooks Online toolset you need to unleash the potential of your professional services business?


Let’s make sure we’re a “good fit” for each other.

Please review what we look for in our new clients.

We don’t accept every professional services entrepreneur as a client for Office Solutions Insight. First, we’ve got a good understanding of the clients we can help. And because of our high level of personal help, we have limited bandwidth, so we don’t accept everyone! 

We’re looking for clients who are ready to grow, ready to learn, and who understand that having a precision set of books for their professional services business is essential for them to achieve their other goals.

Here is the list of the seven mindsets and characteristics we look for in new Office Solutions Insight clients:

1.) Growth Centered:You are determined to grow your construction business and you are excited by the challenge.
2.) Critical Problem:You view having an accurate set of books tailored specifically to the unique bookkeeping needs of a construction-industry company as an essential capability that you are determined to possess for your company.
3.) Coachable:You are a life-long learner who seeks out good ideas from all sources. You are excited by the prospect of learning more and adapting your company’s tools and methods to achieve success.
4.) Goal Driven:You enjoy identifying stretch goals for your professional services business that take you beyond your comfort zone. You love the challenge of creating the future roadmap for your business and striving to hit new and challenging goals.
5.) Decisive:You are decisive. You are comfortable making decisions and you love taking on new challenges to achieve your goals. You have the respect and support of your partners and your team.
6.) Collaborative:You enjoy finding team members, vendors, and collaboration partners who have expertise in areas where you have less experience. You partner with them to help you succeed.
7.) Cash Confident:While you still have aggressive goals for increasing the profitability of your company, you are confident of your ability to succeed and are well beyond day-to-day cash-flow survival mode.

We don’t expect every client to be an exact fit to our criteria, but we do use this list as a guide for selecting the professional services entrepreneurs we invite to enroll into the Office Solutions Insight “Financial Insight” program. 

Ready to move ahead? Cool! Please complete the New Client Application form below.

Now that you understand our ideal client profile and you’ve been through the deep-dive video, you should have a good sense for what Office Solutions Insight is all about and how we can help you.

If you think Office Solutions Insight might be the right solution for your professional services business and you want to take the first step towards becoming a client, please fill out the form below.

Don’t worry if you still have questions right now.

There will be plenty of opportunity for you to have all your questions answered. Click the button below, and you can schedule a free Discovery Call. (But we’ll still encourage you to fill out the New Client Form next, so we have a good idea of you and your business. 

Join us for a Zoom® call where we’ll answer all your questions.

When we receive your completed New Client Application form, we’ll reach out to you immediately.

We’ll schedule an in-depth discussion with you (and your team members) via Zoom®. In that Zoom® call we’ll discuss your professional services business, your challenges, your goals, and your questions for us. We’ll specifically address how Office Solutions Insight can help you achieve your goals.

After that call, if you’re ready to move forward and we know you’re the kind of client we can help, we’ll invite you to get started with Office Solutions Insight.

We look forward to working with you!

Schedule Your Discovery Call

Click below to schedule a no-obligation call to see if Office Solutions Insight is a good fit to help your business grow. 

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