Rules Of The Road

In order to achieve success in your business journey, it’s crucial to have a clear vision for what you want to accomplish each year.
Here’s how we can support you on this path:

Your role

Making Informed Decisions

As a business owner, you play a vital role in keeping us informed. We rely on management reporting and your strategic business initiatives to help you make well-informed decisions. Don’t hesitate to share your plans for the future, as it enables us to provide you with the right guidance.

Annual Business Health Check – Assessing Progress

At Insight CA, we value the Annual Business Health Check. It’s like a pit stop for your business, where we assess its current state and identify areas for improvement. This way, we can tailor Action Plans to propel you towards your goals.

Collaboration for Success

Success comes from working together closely. Your active participation and commitment are key to creating a thriving business that achieves its annual objectives. Let’s join forces and make your business soar!

Our role – Your accountability partner

As your accountability partner, we take our role seriously. Our mission is to help you improve your business in these ways:

Maximising Profitability – Honest Feedback

We’re dedicated to providing you with the necessary numbers and information to boost your business’s profitability. That means giving you candid feedback, even if it means some “tough love” at times.

Your Best Interests at Heart

Rest assured, we’re here to ensure you pay only what’s legally required in taxes – not a penny more. Your best interests are always our top priority.

Ethical and Legal Approach

We hold ourselves to the highest ethical standards. Under no circumstances will we engage in anything illegal or unethical. Our focus is on helping you achieve success within ethical and legal boundaries.

How we operate – A personalised approach

Unlike typical year-end financial accountants, we go the extra mile with our personalised approach:

Beyond Year-End Financials

Our dedication extends beyond year-end financials. We’re committed to helping you grow profits, increase your business’s value, and streamline operations where needed.

Long-Term Success

Whether you’re aiming to sell your business or achieve long-term success, we’re your dedicated partners. It takes intention, planning, a reliable team, and consistent action – and we’re here to support you all the way.

The power of the business health check

Our Business Health Check is a game-changer for your business:

Identifying Strengths and Opportunities

This process helps us identify your business’s strengths, potential risks, and untapped opportunities.

Tailored Plans

Based on the Health Check results, we create customised Plans to elevate your business performance. Clients who follow our advice see remarkable improvements.

Embracing referrals and testimonials

Referrals and testimonials are at the heart of our growth:

Your Business’s Success

Over 80% of our new clients come through referrals from satisfied clients like you. Your referrals allow us to focus on helping our current clients excel.

Our Dedication to You

We’re fully committed to delivering exceptional service, and your satisfaction fuels our passion to go above and beyond.

Flexible payment options

Choose the payment method that suits you best:

Annual Fee in Advance

Paying the annual fee upfront offers you a 10-20% discount on the overall cost. It’s an excellent option if you’re ready to make that commitment.


Monthly Instalments

For those on a tight budget, spreading the cost into smaller monthly instalments makes our services more accessible.
Remember, we’re dedicated to providing you with top-notch service to ensure your business’s success.

Please keep in mind that the monthly instalments cover estimated fees for the year and may not include all services.
Additional services or tasks requiring our staff’s assistance may incur extra charges.

Let’s embark on this exciting journey together, and we’re looking forward to helping your business thrive with the Kiwi spirit!

Your service journey 

Your onboarding timeline

Hear from our clients