About Us

We bridge the gap between traditional consulting and modern technology solutions, delivering real results for small to medium businesses.

Our Story

Revolutionizing Business Consulting

We identified the disconnect in traditional consulting and created a better way forward.

We are quite excited about our new methodology for helping clients realize their business and personal dreams.  While most traditional consulting firms produce a quality product there is a huge disconnect between their work generated and the actual benefit to the client.  We hear the same old story over and over.

The consulting company sends in multiple staff to produce a large volume of work in a short period of time.  The cash flow continues toward the danger zone as large checks are written for hours billed plus travel.  When the project is finished, or the money is gone the staff leaves.  There are lots of procedures, manuals, spreadsheets and documentation generated.  It may have been implemented but most likely not.

The Traditional Consulting Problem

Insight Advisors utilized a different process where we focused on implementation and coaching to reinforce the changes made to the business. It worked but there was still a gap in the business between business processes and IT. Most small business consulting firms focus on spreadsheets and manual procedures and shy away from technology solutions. Technology firms usually do not have the experience to understand and adapt to common small business problems.

Our Strategic Evolution

Insight Advisors made a strategic business decision to focus on solving this problem. With our QuickBooks ProAdvisor experience we started investing heavily in developing our own IT products that work with QuickBooks and other accounting software. The next transition was to develop our own stand-alone IT solutions for client's problems. This ranged from automating estimating/quoting, job tracking, job costing and our latest venture called Wispa which is an employee communication and management system.

Why did we make this transition?

There were several factors. The first is that technology has become more practical with the general acceptance of smart phones and the proliferation of Internet access. Second, the labour market has become very tight which puts additional pressure on the owner to be more productive with the current staff. Third, clients today do not have the time and money to solve their problems with manual consulting solutions alone.

Introducing Wispa

Wispa is a perfect example of a cost-effective solution getting the expertise of consulting in business communications and organization without having to devote the time and expense for on-site consulting. You get the results, have an expert to talk with and have moved your business into the 21st century. We can now focus on solving your critical business problems through on-site or remote consulting.

Technology Driven

Smart phone integration and Internet accessibility

Productivity Focus

Maximize efficiency with existing staff

Cost Effective

Expert consulting without the overhead

Outstanding Experience

Where Business Meets Technology

Founded by Business Specialists, IT Consultants, and Coaches with deep expertise across all aspects of small to medium business operations.

Business Consulting Excellence

Strategic Business Planning

Long-term growth strategies and market positioning

Cash Management

Optimizing cash flow and financial operations

Budgeting & Financial Reporting

Comprehensive financial analysis and reporting

Sales & Marketing

Revenue growth and market expansion strategies

Asset Protection

Risk management and asset security planning

Business Consulting Excellence

IT Systems Integration

Seamless technology ecosystem integration

Custom Programming

Tailored software solutions for unique business needs

Business Automation

Streamlined processes and operational efficiency

Job Costing Systems

Accurate project cost tracking and analysis

Organization Systems

Enhanced team communication and management

Real Solutions from Real Experience

We’ve leveraged decades of combined experience across business consulting, IT systems, and organizational development into practical automation and IT products. This isn’t a technology company trying to provide cookie-cutter solutions—these are real solutions developed by professionals with extensive experience in the types of businesses we serve.