Insight Matters
Insight Matters
We help business owners grow faster & more profitable.
As fractional CFO & Accountants, we take on:
* Weekly / monthly bookkeeping
* Budget setting
* Management Reporting
* Performance reviews
* Financial KPI reviews
* Cash flow planning
* Audit management
* Scenario planning
On top of that, we can take care of your FinOps like AR/AP, Payroll and Sales Tax. So if you are a business owner or management team of an online business, and looking to level up - we can help you achieve your dreams.
As fractional CFO & Accountants, we take on:
* Weekly / monthly bookkeeping
* Budget setting
* Management Reporting
* Performance reviews
* Financial KPI reviews
* Cash flow planning
* Audit management
* Scenario planning
On top of that, we can take care of your FinOps like AR/AP, Payroll and Sales Tax. So if you are a business owner or management team of an online business, and looking to level up - we can help you achieve your dreams.
Bunty SomRoy
June 13, 2025
Current client since 2025
5.0
Reason for working with Insight Matters
I needed expert guidance beyond basic bookkeeping to rebuild and optimize my chart of accounts and gain clear financial insights. I asked Rob for recommendation to work with a fractional CFO while giving context. He was honest and advised me to speak to a controller first to help audit the chart of accounts. That was exactly what I did next.
Experience working with Insight Matters
Valon provided clear, actionable advice tailored to my business structure. He spent the time to understand my business and how it's changed over the years, as well as what my current challenges are. They helped me understand and fix issues like credit card liability categorization and reporting inconsistencies in Xero. I was also using a spreadsheet to manually track and make decisions. And he pointed out that I was only doing that because of my lack of confidence in my accounting process. Now that we have a plan to centralize all reporting information in Xero, I now have confidence in my financial data and KPIs, which helps me make smarter hiring and business decisions. I plan on re-engaging every quarter to spot check my book.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Clients who would be a good fit
Our typical client runs a 7 or 8 figure online business, with a team of 5 - 50, and is looking for finance to support & drive management decision making.
Clients who wouldNOTbe a good fit
Business owners that are looking for tax advice only / see the books as an obligation rather than a source of value.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Preferred Industry
Client Type
Services Offered
Service Pricing
Hourly Rate
$60 to $350
Monthly Fixed Fee
$995 to $10,000
Meeting Options
Video meetings
Email
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
