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?
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
"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
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
Appleseed
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
Feel in Control
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:
(click to enlarge)
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
(click to enlarge)
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
(click to enlarge)
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
(click to enlarge)
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:
Review
✓ 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?
Planning
✓ 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.
FEATURES
- 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
GROWTH
- Quarterly
- Monthly
- 1
- -
LARGE
- 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.
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.