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Spread the word
and refer us

Do you know a business that’s ready for the next stage of growth, but lacks the finance support to get there?

We’d love you to refer them for an introductory chat with us. We know our network includes people who are very familiar with what we do and others less so. This page is your go-to hub for:

What we actually do

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Who we typically work with

Read more

How to make a referral

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We'd love to show our appreciation

Read more

For those able to accept it, we are offering a remuneration incentive of £2,000 for each successful referral (terms and conditions apply), as our way of saying thank you. 

What we do

We’re a fully outsourced finance department, offering bookkeeping, accounting and Finance Director expertise, all delivered as one connected function.

Usually, businesses would need to hire these three roles separately – which can be expensive and difficult to manage.

Our approach works like a pyramid, where each layer supports the one above it. Strong bookkeeping creates accurate reporting, and accurate reporting enables better strategic decision-making.

In practice, we:

  • Manage day-to-day financial operations
  • Own the monthly reporting process
  • Provide Finance Director-level strategy and guidance.

The result is reliable numbers, meaningful insight and clear direction for growth. 

We take away the burden of day-to-day accounting and financial issues, replacing uncertainty with accurate information and practical guidance that helps businesses make confident, informed decisions.

Finance
Director

Accountant

Bookkeeping & Accounting

The Insight value:

  • Real‑time insight into financial performance
  • Proactive forward‑looking forecasting, planning and strategy
  • Access to senior finance specialists
  • Consistent, hands‑on support from people who understand the business
  • Scalable finance solutions that grow with the organisation
  • Confidence in accurate, reliable financial reporting.

Via the button below, you can learn more about how we support our clients:

Our services

Common misconceptions

Let’s bust a few outsourcing myths!

“Insight are a turnaround business”
No, we support healthy, growing businesses, not just those in trouble.
“You’re just accountants”
We do the accounting and operate like your full in-house finance department.
“Insight are expensive”
We’re not; we use expert people and deliver far more value for money than hiring several individuals within your own business.
“I can do it cheaper myself”
Hidden costs and low-quality output usually make the DIY route more expensive. And when you factor in the cost of employing an entire in-house team and all the associated expenses that come with it, outsourcing is often the far more cost-effective option.
“Outsourced finance teams are disconnected from their clients”
In 30+ years we know regular communication is essential. We speak with many of our clients on a daily basis and are involved in the early stages of most financial decisions.
“Insight offshores work”
We don’t. Our entire team is UK-based.
“Outsourcing is only for small businesses”
Not true; growing and established companies outsource for efficiency and expertise.
“You’re tax accountants”
We don’t do personal tax; we manage business tax as part of full financial management.
“Insight’s finance directors work on site”
Most work completed remotely, with regular calls and updates and occasional in-person meetings.

Here’s what working with us really looks like.

Why we're different

We are a proud Authorised Partner of iplicit accounting software

iplicit provides an award-winning cloud-based solution designed for ambitious organisations that need a finance system they can grow into, not grow out of. Here are just some of the benefits:

  • Seamless migration of your existing data
  • Built to grow with your business, so you won't outgrow your software
  • Customisable reporting
  • Timesaving, intuitive features
  • Seamless upgrades
  • Business and approval workflows
  • Complete user control
  • Rapid implementation
  • Expense management
  • Credit control
  • Timesheets
  • Electronic document management.

Types of businesses we work with

Our clients are mostly:

  • Companies turning over £1 million – £10 million per year
  • Independently owned (i.e. not part of a group)
  • Businesses that have been established for at least 2 years.

While many of our clients fit the profile above, our experience also extends to charities, international groups and other organisations with more complex requirements.

Our existing portfolio is very diverse, so talk to us if you have someone who may not appear to be a perfect fit, as we might still be able to help.

The value we add

Our clients see us as an extension of their team. Here’s a snapshot of what they say about working with us:

“We’ve been working with Insight Associates since we started the business. We are 100% sure we couldn’t have run the business without them (now 20 years on)!”
Dynamo LimitedGill Richards
“Insight Associates has improved our business by enabling us to have clearer focus on our accounts.”
CEO at CHESS HomelessRob Saggs
“It was lots of small tweaks that made a big impact on our cash flow.”
Director, Byford and Hammond LimitedTrevor Hammond
Read our case studies

Further resources

You may like to pass on some useful links to your contacts:

FAQs

Find out more

Blogs

Find out more

Guides

Find out more

How to make a referral

If you know of a business that could benefit from our support, simply send us their details.

Refer a business

Remuneration terms and conditions

To qualify for a referral reward:

  • The business must engage Insight Associates’ services for 12+ months
  • The agreed monthly fee must be £2,000 or more.

Rewards can be:

  • Paid directly to you, or
  • Donated to a charity of your choice.

If you’re unable to accept financial rewards, we’ll show our appreciation another way – because your support still deserves a thank you.

Thank you!

Last but not least – thank you for thinking of us, your referrals make a big difference.

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