
finanSight's unique combination of accounting and financial expertise, business experience, and training capabilities allows us to bring a portfolio of niche services to bear to deliver demonstrable value. It also allows us to offer you new perspectives on your business, uncovering new opportunities and allowing you to solve problems—known and unknown—in creative and financially beneficial ways. Services are customized to the particular needs of our clients, but generally fall into the broad categories outlined below.
Training for CPA Firms
- Curriculum development
- Training materials development
- In-housing training
- Strategic consultation and facilitation
Retraining Tax Credits
- Identification of credit opportunities
- Full service credit computation and documentation
- Coordination with tax filing CPA
- Recovery of substantial unexpected financial benefit
Start-Up Services
- Accounting, reporting, and administration
- Valuation, modeling and fundraising support
- Operations and strategic assessment
DrawSuccess
- Program for team transformation
- Available to coaches and corporations
- Anchored on fun, non-competitive board game
We work closely with our professional associations below to ensure that your services are delivered at the highest level of quality.
A detailed description of finanSight's services can be found by clicking on the service links on the right of this page.




