Our Experience. Your Vision.
The sky is the limit with our accounting expertise teamed with your business vision.
An AI Driven Company – Management Insights Group
Over 10
Years of accounting experience
Over 15
Years in Operations & Technology
Excellent Experience
Our core service is Accounting. We offer add-ons in Business Analytics, For-profit Customer Management and Nonprofit Donor Management.
Back Office Services
Optional back office and marketing services include printing & mailing marketing pieces, postal mail hosting, website development, mass emailing and mass texting.
Annual Reports
Present a professional report to clients and prospects to place your company in the best light.
Articles
Our three most recent articles & complete FREE Directory.
Managing and Tracking Designated Funds
November 9 2026 – Robert Majdak Sr. MBA
Managing and Tracking Designated Funds
October 26 2026 – Robert Majdak Sr. MBA
Expense Reporting at the Speed of Business
October 19 2026 – Robert Majdak Sr. MBA
Articles Directory
Our free non-subscription list.
What makes us sparkle
Our Accounting role connects us into the Operations of our clients in various back-office functions. This connectivity increases our availability and services filling gaps clients need.
- Advising
- Flexible Staffing Availability
- Office roles, I.T., Mailings, Training & Education
Our Guarantees
We work to ensure complete customer satisfaction. If there is ever an issue with our work, we promise to make it right.
- 30-Day Money Back
Community Involvement
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Frequently Asked Questions
Read common queries regarding Our Services
What levels of service plans do you offer?
Only for Accounting services do we offer a Basic Plan, Premium Plan and Subsidized Plan. Our Subsidized Plan is unique to nonprofits and startups. Business Analytics, Customer Management, Donor Management, Back-Office Services and Annual Reports are add-on services.
What do Reports include?
Our for-profit basic service provides the four basic reports/accounting financial statements; balance sheet, income statement, cash flow statement, statement of owner equity. Our not-for-profit basic reports/accounting financial statements; statement of financial position or condition, statement of activities, statement of cash flows, statement of functional expenses. Premium services include basic reports and customized reports specific to your unique needs.
How can I get on the Premium Plan?
You can get information through your assigned Client Finance Manager.
What is your refund policy?
You are fully protected by our 100% Money Back Guarantee for up to the current month billing in question.
Support
All support issues are handled directly by your assigned Veteran or Passionate Patriot Client Finance Manager.
- Support by Phone
- Support by ZOOM
- Support by On-site Visit
