We are IncSight


Online Tax and Bookkeeping Services for Law Firms

Do you have to compromise your schedule to deal with mundane tasks like processing payroll or managing your books? Are you unsure about whether you are taking advantage of every available tax credit or deduction available for your business? Is accounting simply not something you are interested in or particularly good at?
You can free up your time to spend on servicing your clients and growing your business by getting an expert accounting services provider to take over your finances. Not only that, but you will be able to optimize your tax savings and increase your profits.
IncSight is the accounting services team you need. We provide traditional accounting values in a digital landscape, with solutions built specifically around lawyers and legal practices.

Use Your Time Wisely

As a legal professional, your time has a premium attached to it. That means that every hour you spend trying to navigate the accounting world is an hour that you are not actively earning money by representing your clients.
Not only that, but unless you are a trained and experienced accounting professional who stays up-to-date with the evolving regulations and requirements, then you are more than likely losing even more money through missed tax opportunities, incorrect corporate structuring and leadership pay organization, and the inability to access high-quality financial data for decision-making.
IncSight is the online accounting partner you need. Our monthly service plans provide excellent value for your money and are a cost-effective way of ensuring that your business is strongly positioned moving forward.

Focus On Your Business

We know that proper financial planning, reporting, and processing is one of the most stressful parts of running a business, and it can take up a lot of your valuable time. Even then, you are often left unsure that everything is as it should be and that you are in a position to maximize your profits.
Invest in a partnership with IncSight, and you will never need to worry about any of your accounting needs again. We will work with you as your partner, giving you the opportunity to focus on your business operations and goals.

Our Process

At IncSight, we start off with a free, no-obligation consultation as a chance to get to know you and understand your business and your requirements. From there, we will recommend a service plan specifically for you, which will be presented to you with a monthly fee. When you take us on, we will transfer your accounting systems (if you have them) to one of the two leading cloud-based accounting platforms, which will allow us to work on your finances seamlessly as you conduct business.
Working with IncSight means that you will not need to keep track of all of the mundane tasks that come with bookkeeping. You also will not have to wait until tax season to find out your liabilities, and you’ll never have to trek across town to sit in meetings with your accountant.
Instead, you will have ongoing access to all the information that you need, you can arrange a video conference whenever you feel like you need additional guidance or support, and you can better plan your finances over the long term. It’s simple!
Get in touch today to find out how IncSight can help you.

What We Do

Our accounting services for lawyers and legal practices are as holistic as you choose them to be, with offerings that include:

Tax Planning

Make sure that every step you take throughout the year is handled in the most tax-efficient way possible, and you will ultimately save thousands on your tax bill. We can help you to leverage any and all available deductions and credits — always in an IRS-approved manner.


Get a regular, accurate, and up-to-date view of your company’s financial situation so that you can make data-driven decisions around the direction of the firm. Bookkeeping includes accounts payable and receivable, reporting, cash flow, budgeting, and forecasting.


You simply upload your employee data and we take care of the rest. Payments are processed on time every time, and the relevant deductions are taken care of for you. Payroll will be made easy and simple.

Tax Preparation

Tax regulations for both individuals and small businesses are complicated and confusing. That means that when you handle it yourself, you are likely to miss deductions and can fall victim to IRS ‘red flags’ — the type of errors that will trigger an audit. Our team will prepare your taxes for you accurately, check them both manually and with computer software, and ensure that your risk of audit or penalty is minimized.

About IncSight

Our team has more than 75 years of combined financial and accounting experience and is made up of CFOs, accountants, entrepreneurs, bookkeepers, and payroll experts. That varied experience means that we have the tools, skills, and interests to be able to support and advise you through any stage of your growth as a legal practice — whether you are just starting out, you work as a contractor, or you are well-established.
IncSight is based in Miami, Florida, and operates entirely online — our people and clients come from every corner of the United States.

Happy clients

Years of accounting / financial experience

Stress for business owners

The result?
You’ll love how easy managing your business finances becomes!

Download your FREE copy of this eBook to see if you’re overpaying uncle Sam by 5 or 6 figures annually


Need Support? Don’t Sweat It. Our Customer Services Team Can Help

Have questions or tax queries? Need guidance or a quick consultation with our online expert accountants? We have speedy answers. Enter the Incsight platform for instant access to your finances and communicate with our staff 24/7 for real-time English and Spanish language support. In your own time. On your own terms. We’re always here for you and your accounts.

Israel Diaz, EA

CEO & Managing Partner

Mike Jesowshek, CPA

Partner & Brand Ambassador

Richard James

Head of Accounting Team

Steven Donado

Head of Technology

Claudia Romani, CPA

Account Manager

Christina Gorman

Account Manager

Jim Lugtu

Account Manager / Head of Bookkeeper

Maricris Pagcu

Account Manager / Bookkeeper

Micah Beltran


Rina Malonda


Laura Valdez

Client Relationship Manager


Frequently Ask Questions


Do you service clients all across the country?

Yes, we are a digital firm which basically just means we have both clients and employees scattered around the country.  We work virtually with all of our clients and utilize cloud technology to create an even better experience than your typical accountant relationship.

Being a virtual firm, how do you maintain solid communication?

We have been doing this for years. Our clients actually prefer working in a virtual environment.  Need to connect with us? Schedule a video call and we can be face to face in no time.  No longer do you have to take unnecessary time out of your day traveling to and from an office. We can do a face to face video call and you can be on your way in less than an hour!

Who does IncSight work with and what do they offer?

We work exclusively with small businesses and their owners providing:

  • Accounting and Bookkeeping
  • Tax Planning
  • Tax Return Preparation and Filing
  • Payroll
  • Business Growth

How do you price your services?

Check out our packages page for more information but in a nut shell we charge a flat monthly fee. No more hourly surprises or being afraid to jump on a call. We price based on annual gross revenue with our Compliance Package starting at $450 per month and our Growing Package starting at $750 per month.

See what our clients have to say

Worry more on what you do best and let us handle the books. Try us now and we’ll provide a month of your books or FREE!

Stress Free Financials, Pay Less Taxes & Legally Partner On Your Team

Book a free consultation and let’s see how we can work together.

Book your Initial consultation

We'd Love To Hear From You, Let's Get Started! Call us at (844) 327-9272 or fill out this form and let us show you how our expertise can save you in the long run.

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