Overview

Using QuickBooks Online, Intuit Online Payroll for Accountants and other integrated tools, Alexa Gregory, through her business Add Insight, creates a streamlined process to tame the small business owner’s accounting, giving them accurate and timely reporting and helping them with their strategic planning and forecasting goals. With years of entrepreneurial experience in a variety of industries and business models, and having been an early adopter of cloud accounting, Alexa Gregory has both the skills, patience, and expertise to help a wide range of clients make smarter, more profitable business decisions. Add Insight can support clients in three unique ways. The first way is by offering high-level support for established small business owners looking to proactively build their business with an eye to the future using forecasting and strategic planning. The second way is by providing comprehensive full-service bookkeeping for the busy business owner who is looking to maintain clean accurate books with a trusted accounting support system. The third way is by helping solo entrepreneurs get a proper foundation in bookkeeping and business management while receiving mentorship from an experienced small business owner.