Frequently Asked Questions (F.A.Q.)

Q.)  What kind of businesses does Office Solutions Insight work with?

Office Solutions Insight specializes in the unique bookkeeping, payroll, and reporting needs of professional services businesses only. We have chosen not to offer our services to a broader range of small companies. By being narrowly focused, we can do a great job of addressing the specific needs of our professional services clients.

Q.)  What kinds of professional services clients are you looking for?

We are very selective…we don’t work with every potential professional services client. First, you need to be absolutely committed to growing your professional services business. Next, you need to recognize that having accurate, professional, and up-to-date books is critical to your growth. Third, you need to be coachable and ready to do your part to work with us to transform your bookkeeping into the competitive tool it can be for your business. If you are just looking for a bookkeeping service, we are not the answer. If instead you are looking for a strategic partner to help you develop and maintain a bookkeeping system that will be a foundation for your company’s growth, let’s talk!

Q.)  What problem does Office Solutions Insight solve?

We specialize in one thing and one thing only… transforming your bookkeeping from a necessary evil and source of confusion and chaos to a powerful tool that will allow you to rapidly grow a profitable professional services business. Our clients are just like you…they have the desire, but they lack the skills, time, and resources to create and maintain a set of books that is specifically designed for a professional services business. Just like you, they are dead tired of having inaccurate, incomplete, and confusing books and tired of paying non-expert staff to do work that gives them no useful information. If you’ve had enough and are ready to permanently solve your bookkeeping dilemma, Office Solutions Insight is the specialized solution you have been seeking.

Q.)  What outcome do you promise?

We’ll take whatever bookkeeping you have in place today and completely transform it to the powerful tool you need to grow your business. When you become an Office Solutions Insight client, you’ll have a bookkeeping, reporting, and payroll system for your business that is

1.) Structured: Based on the FASB chart of accounts and products and services list, customized for your business

2.) Accurate: All transactions booked to the right line item and right project

3.) Up to Date: Consistently reflecting your current business operations

4.) Clear: Useful reports at a business and project level

5.) Accessible: 24/7 access via your smartphone, tablet, or PC

Q.)  I’m getting by with my bookkeeping and payroll now. Why should I consider switching to Office Solutions Insight?

Three reasons: focus, time, and results. First, every hour you spend focused on bookkeeping, payroll, and reporting is an hour that could have been spent with existing customers or new customers. Second, the time you put into doing your bookkeeping isn’t where you’re most productive in your business…it drags you down and wears you out. Finally, collaboration with skilled service providers is the secret of all successful business owners. Office Solutions Insight will give you the organized books, payroll and reporting you’ve always needed and wanted for your company.

Q.)  What makes Office Solutions Insight qualified to handle my bookkeeping, reporting, and payroll?

Our well-trained staff understands the unique challenges of professional services businesses and will manage your bookkeeping, reporting, and payroll with discretion, skill, and the utmost attention to detail.

Q.)  If I decide to move forward with Office Solutions Insight, how long does it take before my services start?

You can start a subscription with Office Solutions Insight at any time. We can have you up and running as a new client in just a few days.

Q.)  I’m worried about losing control. How do I transition my company’s bookkeeping to Office Solutions Insight?

We make that easy! If you’re like most professional services providers, you’ve come up with a system that helps you manage your books. It works, but it’s not perfect and it requires a lot of your time. Still, it’s hard to let go of control. Office Solutions Insight has a highly structured enrollment process that we can typically complete in approximately ten working days. Our Onboarding Specialist will work with you to collect the information we need with plenty of time and opportunity for you to ask questions, make specific report requests, and further customize your service. By the time your services begin, you’ll feel comfortable and confident that Office Solutions Insight is the right solution for you.

Q.)  Can I become an Office Solutions Insight client if I don’t yet have an LLC?

Yes! No matter what form your professional services business is now, you can become a client of Office Solutions Insight. Whether you are a sole proprietorship, partnership, corporation, or some other form, you are under no obligation to change your entity structure to become an Office Solutions Insight client.

Q.)  My company is small – I don’t have employees and I am not sure if I ever will. Can I become a client?

Yes! You don’t need to have employees to be a client of Office Solutions Insight. Many of our clients are small companies who have no employees and they have no desire to add employees.

Q.)  Will I still need my tax professional if I hire Office Solutions Insight to do my bookkeeping and payroll?

Office Solutions Insight provides bookkeeping, reporting, and payroll services, but you will still need a tax professional to assist you with filing your tax return. Office Solutions Insight does work for you throughout the year that will eliminate or simplify much of the work your tax professional typically does at year’s end, but we don’t replace the work of your tax professional when it comes to tax return preparation.

Q.)  How much do your services cost?

See our 
Services and Prices page!

Q.)  Do I have to commit to a long contract?

No! Our Financial Insight™ program is month-to-month, and you can cancel at any time. We believe in re-earning your trust and appreciation every month, and we work hard to make sure that we do so for all our professional services clients.

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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