Accounting Complete Full-Service Accounting Programs

At IncSight, we keep it simple for you. Our team doesn’t stop at your taxes. We provide a number of additional accounting services, mixed and matched according to your business needs. We aim to relieve the stress of managing your month-to-month finances. IncSight creates customized monthly programs for your business, which may include any or all of the following services:


Want to put your books in the hand of professionals and free up your time to focus on growing your business?

Custom For You

When it comes to business finances there is no one-size fits all. We understand that and craft a plan customized to your business.


Bookkeeping is the heart of every company’s finances. As a business owner you have more important things to do than keeping your own books. The services we offer form the foundation to your accounting system, and we can customize a plan based your needs.

Full-Service Bookkeeping Accounts Receivable – Invoicing, Collecting, Recording Accounts Payable – Reconciling, Making Payments Reporting – Weekly, Monthly, Quarterly, etc. Budgeting & Forecasting.


Are you running into payroll headaches? Do you find it hard to keep up with changing employment laws?

Cloud Solutions

We provide full-service payroll solutions available in the cloud. That means everything is done automatically and you get real-time reports as we’re doing it.


IncSight utilizes a state-of-the-art payroll system to automate most of the process. With the ever-changing local and federal laws concerning payroll, it is important to not only pay your employees on time but also stay compliant with all applicable regulations. We can help you do that.

IncSight is your best payroll service provider because… It is cost-effective and comprehensive Helps save valuable time Makes payroll tax filing worry-free Allows you to focus on the other needs of your business.

Business Services

When you’re thinking about starting a new business, do you know which entity type offers the most advantages?

Let Us Help

We have been in your shoes before and know what types of business entities work best for certain industries and set-ups. We can also compare different business scenarios with you.


Opening your own business is an exciting time in your life. Everything that comes after that initial excitement is what determines if a company is successful or a failure. We have been in your position before and are focused on making sure your company is successful. We offer the following business services: Company Formation and Organization Techniques Accounting Software Setup and Support (Xero, Quickbooks, etc.) Business Plan Development And Much More…

Virtual CFO Services

As your business grows you will need more than just bookkeeping and tax preparation. Let us be your CFO.

One-On-One Assistance

Our team will work with you on a day-to-day basis to ensure a sound accounting system that will lead to financial success. We’ve been doing this for years!


Growing businesses will eventually reach a point when they need regular financial advice. The cost of hiring a full-time CFO can range from $120,000 to over $250,000 per year plus bonuses and benefits. Our Virtual CFO services can provide you with the same expertise at a fraction of the cost.

We will team you up with a professional who will work directly with you to help guide your company to success. Some of the Virtual CFO Services we offer include: Cash Flow Management Budgeting and Forecasting Profitability Analysis Bonus Structure and Profit Plan Development Personal and Business Financial Planning Design Financial Policies and Procedures and Much More…

Why Choose Us

Don’t lose your mind at tax time or get buried in receipts and paperwork. If you are still doing your own bookkeeping or taxes, you are eliminating the valuable hours you could be using to grow and promote your business. Let us help.

Flat Monthly Fee

Hourly billing is unpredictable. We put together a customized package for you and charge a flat monthly fee. No longer do you have to worry about being “on the clock.”

Stress Free Financials

Breathe easy knowing that your financials are accurate and in the hands of professionals. We will handle everything on the bookkeeping side including using a cloud based bookkeeping system and doing regular categorization on a monthly basis.

Partner On Your Team

We view ourselves as a partner for our clients. We are here to help you succeed and are on this journey with you!

Cloud Based Firm

We use top of the line technology to make sure our services are always available for you. Working in the cloud allows us to communicate with you more efficiently.

Pay Less Taxes

We will work with you on a regular basis to ensure you are paying the least amount as legally possible. We will look at your current situation and suggest strategies that you can implement in your business and personal finances.

Our Experience

Our team includes a group of CFO’s, accountants, business advisers, entrepreneurs, top producers, and bookkeepers with over 75 years of accounting/financial experience.

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


Meet Your Experienced Accounting Team


Richard James

Head of Accounting Team

Claudia Romani, CPA

Account Manager

Christina Gorman

Account Manager

Maricris Pagcu

Account Manager

Jim Lugtu

Account Manager 

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 FREE 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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