Add Insight is a female owned, bookkeeping firm based in the San Francisco Bay Area supporting solo-entrepreneurs and small businesses.
The firm has been in business for over 10 years under the leadership of Alexa Gregory. Clients of Add Insight are diverse and range from professional services to a spice merchant and a boat rigger.
Add Insight works with clients online using Intuit’s QuickBooks.
Add Insight is a virtual and paperless office. Using cloud-based applications, Add Insight works collaboratively and transparently with clients on any device or platform. Add Insight utilizes QuickBooks integrated apps tailored to the needs of the firm’s small business clients to maximize results and efficiencies. Add Insight offers customized packages designed around client’s individual bookkeeping, payroll, and forecasting goals.
Add Insight is not the average bookkeeping firm.
Add Insight takes advantage of the rapidly changing environment to provide modern services that are forward thinking rather than just backward looking record keeping and reconciling. Add Insight can work with you to better forecast the financial health of your business and plan for the future you want. Add Insight can fill the role of a Controller and provide guidance and advisorship at a leadership level. Add Insight is a team player and works to develop strong partnerships with clients so they always have someone to call.
Why the name Add Insight?
Add Insight hopes to “add” insight to your business leveraging it and taking you from “red” to “black”. Add Insight is a balance of the right “analytical” and left “creative” brain, offering accurate bookkeeping and innovative solutions.
To read about the Add Insight Team click here.
If you would like to know more, please fill out our contact form and we will be in touch.
