You Deserve the Same Insights as
Corporate CEOs

Reporting | Insight | Analysis for Consultancies & Agencies


The finances of your consulting business.
It may feel like a maze.

You have many questions;
but no good answers

Questions Like:

✓  What numbers should I be tracking?

✓  What do my numbers really tell me?

✓  How much do I actually make on each project?

✓  Can I afford to hire this new person?

✓  How much cash should I keep in the bank?

Finance like a maze

What our Clients Say:

“We're looking to get clear vision to be decisive and prepared about our finances, so partner with Insight matters was a GAME CHANGER!" I could see there was a much simpler way to understand data. Our financial doubts really started to get dispelled…"

Max Hardy

10x Travel

Max Hardy

"As our business grew, we struggled to forecast. Insight Matters was instrumental in helping build a finance system that fit our growing PR agency, moving to an easy to use, highly accurate business health reporting system and forecasting process."

Simon Vericel

Influence Matters

Simon Vericel

We are a non-profit consulting firm, so for us it’s really important to grow our impact sustainably. We were re-thinking our services and wanted to be able to offer fair prices to our clients, while at the same time covering our costs. I was new to the team, and got lost in the details.

Rob helped me focus on what matters, bringing clarity to the order of steps I needed to take. He also helped me think about creative ways to structure pricing, in order to make it as accessible as possible to clients. After just a 15 min discussion with Rob I had more ideas and a clear path forward, for which I’m very grateful!

Cezarina Niculae


Why Financial Insight Matters for Your Business

Grow Faster

Stop hoping that your efforts will pay off, and start knowing. Speed up your learning curve and improve your Return on Investment 

Improve Efficiency

Know where you are spending your money. Avoid making costly mistakes and unnecessary spending

Feel in Control

See what is going on with your numbers whenever, where ever. Get clear guidance what steps will take you to your goals.

Finally: Financial Reports & Analysis That Actually Help You

Receive Monthly Reports That Give You:

KPI Dashboard

Key metrics identified & tracked to help you grow your business

Executive Summary

High lights of the key conclusions with Simple straight forward advice to you and your team to improve your results

Walk Through Videos

Explainer video from our analyst walking you through the reports and conclusions so you can review when and where you want. 

What The Insight & Analysis Looks Like:

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Online Dashboard

 Track Live data on all your KPI’s like Revenue, Margin and Cash Flow. 

Dive deeper for your own analysis

 Receive daily email updates

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Executive Summary

 Find out where you’re missing targets and where you are on track.

 See the key actions with the biggest impact

 Understand the actions you should take 

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Full Monthly Analysis by Expert Analyst

 Identify opportunities for additional growth or to reducte wasteful spending

 Drill down in the details of each KPI

 Understand the full picture of all KPI’s

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Video Walk Through

 Get an overall picture on all metrics interact with each other

 View whenever and as often as needed

 Understand our analysis at a deeper level

What is the Strategy Call?

A deep dive session in which dive in your business, your goals and your strategy. Together, we cover:


 Deeper review on your results and your strategy.
 Does you strategy still match your goals?
 How is the market changing and how can you benefit from that?


  What is your plan for the next period?

  What are your key priorities?

  What are the key risks you need to manage?

Choose the plan that suits your needs:

No minimum commitments. Cancel any time.


  • Intake Strategy Call
  • Strategy Call
  • Financial Report
  • Financial Review By Analyst
  • Executive Summary
  • Video Walk Through of Reports
  • Number of Dashboards
  • Unlimited Q&A by email


  • Quarterly
  • Monthly
  • 1
  • -


  • Monthly
  • Monthly, Per Dashboard
  • Per Dashboard
  • Per Dashboard
  • Per Dashboard
  • 3 (need more? let us know!)

How Insights were a Game Changer for 10xTravel:

Are You Asking The Right Questions To Grow Your Business?

Enroll Our FREE 5 Part Video Course

Get the Key Questions AND The Answers

Getting Started is Simple

Strategy Call

Strategy Call with your Finance Analyst to clarify your business, strategy and goals

Connect Your Data

Connect your cloudbased bookkeeping software and other relevant tools

Tailor Your Dashboard

Together we select the right metrics that help you achieve your goals

Hi, my name is Rob te Braake

I am the founder of Insight Matters.

The big corporate world. That is where I started my career. A world full of management meetings, delegated responsibilities and clear KPI’s.

I quickly learned that I could learn much more by going the entrepreneurial route. But after running several technology and consulting ventures across the globe, I realized that most small entrepreneurs lack the structure and insights that financial analysis and reporting brings.

And that makes sense – a 10 person agency does not need a full time CFO and all the corporate structures. But they do need the insight it brings to make better decisions and improve the profits.

That is the mission of Insight Matters:

Provide small agencies and consultancies the same insight and control that large companies have – at a fraction of the costs.

Rob te Braake - Insight Matters

Frequently Asked Questions

We can work with pretty much every cloud-based bookkeeping tool.

Yes, you definitely need a bookkeeper. For us to deliver valuable insights, we need accurate and up to date books.

If you don’t have one yet, we’re happy to recommend you one of our trusted partners.

No, those two fields are complex and very location and situation specific. Where possible, we are happy to recommend trusted partners for advice in these fields.

We understand that it is scary to give outsiders access to the most sensitive data of your business.

We value your privacy, we do not share your data with anyone, nor will we share anybody else's data with you.

We only work with reputable and secure tools to process your data.

We are a service business - our team of analysts works with you from day one. So unlike a software business, we cannot offer a free trial.

If you are unhappy with our service, you can cancel at any time, we don't have any minimum commitments.

Get In Touch:

Ready to get clarity?

Let’s get your service business to the next level. Together.

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