Financial Solutions
Financial Accounting
Financial Analytics
Implementation Services
Functional Extensibility
ERP extensions
Functional applications
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Data Analytics
Power BI
Co-Pilot
Business Consulting
Finance and Strategy
Objectives and Key results
One stop solution for Small and Medium Scale businesses for optimal company performance
We offer a comprehensive range of financial solutions that any organization would value as part of their "One Team." Our approach to delivering these solutions includes embracing change management and adopting a "crawl, walk, run" strategy for a smooth and organic progression to stable processes. Our standard operating procedures prioritize quality and first-time accuracy. Additionally, we leverage technologies like Power BI to provide insightful analytics that inform critical business decisions for SMB’s.
Our solutions
Financial Solutions
Our client’s financial health is of the utmost importance and demands high-quality service.
Through our proprietary process workflow and approach to acquiring a comprehensive understanding of our client’s businesses, our team provides detail-oriented attention in preparing periodic financial statements required to inform strategic business decisions. Continuous learning and process improvements are fundamental to our service model.
At SBA Insights, we work on popular cloud-based accounting and ERP systems including Netsuite, with particular expertise on Microsoft Dynamics 365 Business Central and QuickBooks Online. We also serve clients who use legacy accounting systems and have a future road map for cloud platforms.
Data Analytics
Focus On What’s Important
At SBA Insights, we harness the power of financial analytics to transform data into actionable insights. By leveraging advanced tools and technologies, such as Power BI, we provide comprehensive analyses that help organizations make informed financial decisions. Our expertise in cloud-based accounting and ERP systems, including Microsoft Dynamics 365 Business Central and QuickBooks Online, ensures that our clients receive accurate, real-time financial data. Whether it's budgeting, forecasting, or performance analysis, our financial analytics services empower businesses to achieve their financial goals with confidence.
Implementation Services
Enterprise Resource Planning (ERP) systems represent a significant investment with long-term impacts on small and medium scale businesses (SMB’s). Their success hinges on expert knowledge, meticulous preparation, and thoughtful implementation.
SBA Insight’s stage-by-stage assessment acts as a catalyst, enabling organizations to thoroughly understand their business requirements and ensure the selection and implementation of the right solution.
We specialize in and focus on reporting and analysis using Power BI tools, empowering our clients with the information needed to make intelligent business decisions. With our extensive experience in implementing Microsoft Dynamics 365 Business Central, we offer a unique and comprehensive approach to helping SMBs adopt and adapt to cloud-based ERP systems focused on reporting and analysis.
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Business Consulting
At SBA Insights, we collaborate closely with key decision-makers to align and balance the four critical perspectives of business: IT, HR, Operations, and Finance. This holistic approach ensures the future success of your business.We adopt the Objectives and Key Results (OKR) framework to focus on the areas that matter most, driving meaningful progress and achieving strategic goals. Our management advisory services include active participation in the executive and strategic management team, contributing to strategies around growth, operational efficiency, profitability, risk management, and acquisitions. We emphasize a deep understanding of leadership styles and the organizational culture driving behavior, ensuring our strategies are tailored to your unique business environment.
Featured Insights
Financial Reporting: What to Look For
It is important to know how accurate financials benefit your company and what to look for in your reports.
Accounts Payable and Cash Flow Management
It’s important for business owners to understand the direct impact that accounts payable has on cash flow and the overall health of their organization.
The Three Parts of Business Process Management
Processes naturally develop in every business – but are yours evolving as the demands of your business change?
