We were absolutely delighted when Sage asked us to be part of their GoProposal case study. It was such a lovely day working with their team, showing them what we get up to on a daily basis, from the way we support our clients behind the scenes to visiting them in person. Sharing our story gave us the chance to reflect on how far we’ve come, and how using Sage GoProposal has transformed the way we work…
From Burnout to Balance
At Insight Finance Solutions Ltd, based in Bakewell, Derbyshire, our goal has always been simple: to help small businesses thrive with practical, people-first finance. But as our business grew, we found ourselves stretched. Our client base was expanding, scopes of work kept shifting, and our pricing hadn’t kept up. It often felt like we were running on a hamster wheel, working harder but not necessarily smarter.
That’s when we made a bold decision: to halve our client base, redefine our services, and rebuild our business with integrity at the heart.
We now use our own journey of going from burnout to balance to guide the way we support our clients. Having experienced first-hand the challenges of working harder without seeing the rewards, we help business owners streamline their operations so they can maximise profit without burning out. It’s about building sustainable success – one that works for both the business and the people behind it.
What is Sage GoProposal & Why It Matters for Small Business Clients
Sage GoProposal is a proposal and pricing software designed for accountants and bookkeepers. It takes care of the admin that often slows down practices – from creating proposals and engagement letters to ensuring compliance and setting consistent pricing.
For small business clients, this is just as important as it is for us:
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Transparency & fairness – you’ll always know exactly what you’re paying for, with no hidden extras.
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Consistency – every service is properly scoped and priced, so there are no surprises.
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Trust – everything is explained clearly up front, making conversations about fees simple and stress-free.
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Efficiency – less time on admin for us means more time supporting you.
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Better advice & support – with the structure in place, we can focus on helping your business grow.
In short, Sage GoProposal allows us to price confidently and consistently, while giving our clients peace of mind and more value from the relationship.
How Our Bakewell Accountancy Practice Regained Control
Sage GoProposal became the backbone of our new approach. By automating proposals, scoping, AML compliance, and engagement letters, it gave us transparency, consistency, and confidence in our pricing.
What once took hours now takes a quarter of the time, freeing us up to focus on what really matters – offering valuable strategic advice and building stronger client relationships. Pricing is now straightforward and transparent, which means our clients know exactly what to expect, and we know we’re being paid fairly for the work we do.
Stronger Client Relationships, Stronger Businesses
Since reshaping our business with Sage GoProposal, we’ve seen a 36% increase in profitability while working with fewer clients. With this model, we’re able to give each client more of our attention, leading to better results and stronger advisory relationships.
One example that stands out is a client whose business doubled while working with us. When it came to reviewing our fees, they not only accepted the change but also asked us to provide more services – proof that transparency and trust truly does pay off!
Looking for Accountants in Bakewell or Derbyshire?
At Insight Finance Solutions Ltd, we’re proud to combine transparent pricing with practical, people-first finance. If you’re a small business owner in Bakewell, the Derbyshire Dales, or across Derbyshire and want an accountancy team who will give you clarity, confidence, and support to grow, we’d love to hear from you.
Get in touch with us today to find out how we can help your business thrive.