As Insight Finance Solutions Ltd continues to grow, we think it is important to keep coming back to the values that sit at the heart of everything we do.
For us, it is not just about bookkeeping, accounts and tax returns. It is about helping business owners feel more confident, less stressed and more in control of their finances.
We know that many people do not choose to go into business because they love spreadsheets, bookkeeping and tax deadlines. They start businesses because they are passionate about what they do. Our job is to help take away the financial stress so they can focus on running and growing their business.
We believe great financial support should be accessible, approachable and easy to understand, no matter the size of your business.
Our Vision
To ensure great financial support is accessible to businesses of all sizes.
We support small business owners who need help with bookkeeping, cash flow, planning, year end accounts and improving their financial awareness.
We believe every business should have access to clear, practical advice and support that helps them build solid foundations for growth without stress, confusion or frustration.
Our Mission
To provide accurate, real-time financial information that allows business owners to make informed, confident decisions.
We want our clients to always know exactly where they stand. Whether that is understanding their cash flow, planning for tax bills, preparing for growth or getting ready for Making Tax Digital, we believe that good financial information gives business owners more confidence and more freedom.
Our Values
Our company values are closely linked to our personal values too. We believe that by staying true to what matters to us, we create a better experience for our team and our clients.
Courage
We want to be brave in everything we do, whether that is growing our own business, supporting clients through challenges or helping businesses make positive changes.
We celebrate the wins, learn from the difficult moments and are never afraid to try something new.
Integrity
We believe in being honest, ethical, transparent and trustworthy.
Our clients know they can rely on us to give straightforward advice, explain things clearly and always do what is right for their business.
Passion
We genuinely love what we do.
We are passionate about helping businesses grow, improving financial confidence and making things feel simpler for our clients. We are proud to embrace our inner finance geeks too.
Family, Freedom & Lifestyle
This is one of the most important values in our business.
We believe life is about more than work. Family time, holidays, school events, long weekends and being able to properly switch off matter.
One of the reasons Helen left corporate accountancy to set up Insight Finance Solutions was to create a better lifestyle for herself and her family, while helping clients achieve the same thing.
We want to help business owners build businesses that support their lives, not run them.
Our Culture
Our culture is a huge part of what makes Insight Finance Solutions different.
We aim to create a working environment that is:
- Vibrant
- Friendly
- Passionate
- Professional
- Relaxed
- Colourful
- Forward-thinking
- Full of character
We believe you can be professional without being stuffy. We want clients to feel comfortable asking questions, sharing concerns and talking honestly about their goals.
Our Goals
We want to be the trusted financial support business for companies across Bakewell, the Peak District and surrounding areas.
We want to help business owners keep their joy, passion and focus on the things they love by taking away financial stress and frustration.
We want to make finances feel simpler, clearer and far less overwhelming.
Most importantly, we want our clients to feel more confident about their businesses and more in control of their future.
What We Do
We provide practical, affordable financial support to small businesses that need more than just a traditional accountant.
We help business owners understand their finances, improve cash flow, plan ahead and make better decisions. We are also proud to now offer year end accounts in-house alongside our bookkeeping and finance support services.
This means our clients can now benefit from a complete end-to-end service all under one roof, without having to juggle multiple providers.
What Makes Us Different?
We believe our approach is what sets us apart. We are not just here to tick boxes or send over figures once a year. We want to be a genuine support to our clients throughout the year.
We speak in plain English, not jargon.
We are approachable, friendly and easy to talk to.
We understand that business owners want honest advice, practical support and someone they can trust.
We pride ourselves on building strong relationships with our clients and most of our business comes from word-of-mouth recommendations from happy clients.
What We Offer
Our services include:
- Bookkeeping
- Management Accounts
- Cash Flow Forecasting
- Year End Accounts
- Planning & Strategy
- Business Training
- Financial Education
- Accountability
- Xero Support
- Making Tax Digital Support
- Soundboarding & Advice
Whether you need help with day-to-day bookkeeping, support with growth plans or an end-to-end finance service, we are here to help.
Do Our Values Align With Yours?
If you are looking for an accountancy team that is approachable, supportive and focused on helping you build a better business and a better lifestyle, we would love to hear from you.
Get in touch with Insight Finance Solutions Ltd to find out how we can help support your business. Contact us to arrange a time to chat.
