Insightful Financials Bookkeeping

06/12/2026

04/11/2026

I highly recommend you hop over to L!nked!n, where I shared a great post from strategist Alex M. H. Smith. (He's not on FB.)

It's a great short read on the danger of owners making "fake decisions". Decisions that look safe but aren't even decisions. A 'safety net' when you're not even leaving the ground.

A great read.

Times are tough now. And successful leaders make tough decisions even when some are imperfect. Progress isn't perfect. But getting stuck in a non-decision can be the greatest mistake of all.

03/31/2026

Thank you to the Wilkes Chamber of Commerce for inviting me to speak at today's Women in Leadership Series: Beyond Barriers. I saw familiar faces and met new people.✨️

Thank you to Jamie Wyatt, the Chamber staff, Wilkes Coffee Company, The 1915, and Piedmont Federal Bank for hosting, catering, sponsoring, and organizing such a nice event!

03/18/2026

Exciting Announcement! ✨I'm looking forward to participating in the upcoming event, "Beyond the Barrier," on March 31st, which is part of the Chamber's Women in Leadership workshop series.

Special thanks to the Wilkes Chamber of Commerce for recognizing our firm and to the Chamber and Piedmont Federal Bank for sponsoring events like these, where we can learn from each other!

To attend, register through the Wilkes Chamber of Commerce.

01/27/2026

What a huge surprise for our firm last week: to be awarded the Small Business of the Year Award!

Thank you to everyone who voted for us!

12/26/2025

Watch me! I'm just getting started. That's what the CEO said.

I have been helping one of my fCFO clients.

There weren't any nice reports or charts to provide them in the beginning. Far from it.

They had several on staff in their in-house accounting department, but the books were only useful once a year for their tax preparer.

The owner wanted more.

"I want to know how each branch has been performing. I can't fix something if I don't know where it's broken. The reports are useless, and I need to better information," they said.

We set about to restructure their Chart of Accounts. This is the skeleton of your financial reports. When it's a default version you've got a sloppy Frankenstein report. When it's strategically designed, you've got Michelangelo's The David.

Then we progressed to pruning and shaping the class-tracking. Down from 30 classes to 4. Yep!

With the internal structure ready, we were able to deliver an action-ready P&L. We included a single graph and KPI scorecard, and walkthrough video. Less is more when it's insightful.

In less than 2 minutes, the CEO could determine that their Cost of Goods wasn't paralleling Revenue. Revenue was dipping, overhead was rising slowly, while labor costs and COGS were skyrocketing.

That's why we named our firm INSIGHTFUL FINANCIALS LLC. When we deliver insightful financial data, in a clear, concise manner, the best CEOs instinctually know which levers and dials to move.

They've got an amazing CEO. It's always nice to have a front row seat to what they do next.

Running a business is hard, but with data you can assimilate and trust, great things are coming at that company!

12/03/2025

Tuesday felt like the 2nd half of a very, VERY long Monday. Just sayin'.😜

PSA: Check in on your accountant. Caffeine, chocolate, tea, wine, and spa packages could save an accountant you care for during this difficult end of year season. 🤪😉😆

12/01/2025

Monday mornings after days away from your business makes it clear that ONE person can only juggle so much.

It might be you or your office manager doing a little bit of everything.

While it's helpful to wear many hats, every business reaches a MILESTONE in its journey where specialization is advantageous. 📍

If payroll, scheduling, marketing, paying bills, sales, placing orders, and customer service are overwhelming your task list, outsourcing your finance department might be your next move. ♟️

11/30/2025

A better night's sleep. It's not your mattress. It's your finances.

I'm in the business of selling a good night's sleep😴. I don't have a side hustle selling pillows, but my clients tell me over and over again: "Now I can sleep because I know you're watching my finances."

I'm not just watching. I'm actively thinking about the drivers in their business, and planning what we can execute on next to increase profit margins.

A good mattress helps your back. We calm your mind! ✨️