Helping small businesses navigate cash flow, growth, and staying compliant with the IRS.

You're a Small Business Owner. A Partner. A Professional. A Consultant. A Coach. a therapist. a startup. A Thought-Leader...

and you need someone to watch your back so you can focus on your business. The IRS and State is a nasty partner taking money that does not produce very many benefits for your business. We deal with your nasty partner (the IRS) so you can sleep well at night. 

If having the peace of mind and sanity in the financial world, we want to talk to you and we want to help you. We do more than handle your accounting work. When I say more, it's like way more!

Who Are We ANd WHAT DO WE DO

We are a team of financial geeks that work exclusively with QuickBooks and software that integrate with QuickBooks. We help small businesses automate, manage, and grow their businesses. 

Our automation abilities.

• Manage document flow and storage. 
• Employee Payroll and Government Filing
• Contractor Pay and Government Compliance
• Electronic bill processing and workflow authorization
• Detail reporting and the strength of your company
• Alerting when things fall out of range or is doing well 
• Cash Flow management and scenario build outs
• Access your business on your phone, tablets, laptops anywhere

Our Services.

• Done For You Accounting Services
• Startup, Growth, and Sales Consulting
• Accounting Systems Automation
• Cleanup and Catchup Services

Who do we work with

We work with small businesses that have 0 - 25 employees. Entity structures we work with are Sole Proprietorship, Partnership, LLC, LLP, and S-Corp. 

How we are different

We have spent a decade perfecting our skills and systems. In addition to assisting with bookkeeping work, Peter the founder is trained in Taxation and Marketing strategies. We spend part of our own budget to perfect and build everyone's skills on the team. In addition to providing you with talent to help you grow your business, we also watch for the latest automation techniques to increase efficiencies. 

Welcome to our site. Have a look around.  

Welcome to QB Insight.

All the best,

Peter Shinen

And the QBI TEAM