Office Solutions Insight - "Financial Insight" Program

Office Solutions Insight – Financial Insight™ Program: Improve the bookkeeping, payroll, and reporting operations of your company. Your business will receive monthly, quarterly and annual financial management reports, plus cloud-based digital document storage and more. This program is best for firms that don’t have the time, resources or skillset to staff a full-service bookkeeping, payroll, and reporting capability.

Full Service Bookkeeping

Cloud-Based Document Archive

All your documents, invoices, receipts, paperwork and company forms will be filed into a cloud-based digital folder that only your company and Office Solutions Insight will have access to 24/7. This makes it easy to find the documents you need, as you need them.  No more clutter, and no more lost documentation!

Digital Invoicing for Digital Payment

We can send digital progress payment invoices or full invoices to your clients via email. They can then pay immediately via credit card or digital transfer direct from their bank account. Improve the accuracy of your receivables and the professionalism of your invoicing. Plus, it’s a quick and easy experience for your clients!

Checking Account Management

Your workers will track their time using Intuit’s TSheets digital timecards on a biweekly basis, tracking their hours to the right task and the right project. Once you’ve digitally approved their hours, we’ll run payroll for direct deposit on Friday. We’ll have access to the correct pay scale and wages for each employee, whether hourly, salary, or contract.

Revenue and Receivables Management

As you secure new business, simply pass us copies of your new contracts and we’ll enter them into our bookkeeping system as receivables. When your customers pay, keep us informed and we will allocate the funds you receive to the correct open invoice. This ensures that you always have an accurate record of how much money you are owed, and by which client.

Expenses and Payables Management

Send us a listing of your monthly bills, and we’ll be happy to set up ACH payments. Then leave the monthly bookkeeping to us! We will update your books through your bank feed. At month end, we will provide a snapshot of what you spent, and which bills you have yet to pay. You’ll also know how your business is performing – at a top level and at a project level.


Full Service Payroll

Employee Onboard and Retention

We’ll make sure each new employee receives and completes the correct paperwork for tax and payroll purposes. We’ll also help you manage any on boarding documents or contracts specific to your company.

Direct Deposit

Direct deposit keeps employers and employees happy due to its convenience and reliability. Funds will be deposited directly into the bank accounts of your payroll members according to your pre-arranged pay schedule. 

State/Federal Tax Withholding

We set up the tax withholding from each paycheck for you and your employees so that you’re in compliance with state and federal tax law by year’s end. This ensures that local, state and federal taxes are being paid throughout the year and eliminates the stress you would otherwise feel wondering how much you’ll owe come tax time!

Payroll Processing

Enjoy the freedom of automatic payroll for you and your employees. We’ll gather the necessary employee wage and tax information to set your entire company up on our payroll system. We’ll run payroll according to the operational needs of your company. 

Time Tracking

Your workers will track their time using Intuit’s TSheets® digital timecards on a biweekly basis, tracking their hours to the right task and the right project.  Once you’ve digitally approved their hours, we’ll run payroll for direct deposit on Friday.  We’ll have access to the correct pay scale and wages for each employee, whether hourly, salary, or contract.

Comprehensive Financial Reporting

Real-Time Access to Key Financial Information

You’ll have real-time 24/7 access to your critical financial information right on your smart phone.   Bank balances, receivables detail, payables detail, and more, right at your fingertips.

End of Year Tax Reports

Have confidence in your business accounts and financials and avoid the all too familiar stress of tax season! We’ll make sure your finances are in order and accurate – at a company and project level – making your fiscal year as stress-free as possible. We’ll even provide you and your tax professional a detailed set of year-end reports that will help you or your tax professional file tax returns for your company quickly and easily.

Monthly Customized and Pre-Formatted Reports

Each month, you’ll receive a full rundown of the operating results of your company – emailed to you in .pdf format.  Bank and credit card balances, receivables, payables, G&A spending for the current month and for the year so far, and net income at both the company and project level.   You’ll never again be flying blind, wondering how things are running and missing the opportunity to take action when needed.

Annual 1099s

Annual 1099s are used to report the money you sent to independent contractors you employed in the prior calendar year. We’ll remove the headache and the guesswork by having this ready for you each year – and make your and your tax professional’s life a bit easier, too!

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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