Helping You Build Financial Resilience.

InsightFull Financials is a specialized accounting firm providing financial management and advisory services for DTC and multichannel e-commerce brands.

AS FEATURED IN

Services We Provide


01.

Profitability Management & Forecasting

We work closely with all areas of your business to optimize expenses and maintain profit margins.

02.

Cash Flow Management & Forecasting

We assist with managing and forecasting accounts receivable, accounts payable, and payroll.

03.

Inventory Management & COGS Analysis

We work with your operations to control inventory costs and reduce stock-outs and obsolete inventory.

04.

Multi-Channel Sales Reporting & Reconciliation

We dig deep into all sales channels to provide SKU-level detail to guide future sales & marketing efforts.


05.

Monthly Financial Reporting

We provide accurate and relevant financial reports by the 15th of each month.

06.

Fractional CFO Services

We work with you to create models and long-term financial strategies to achieve your business goals.

07.

Sales Tax Support

We assist you with calculating, reconciling, and remitting sales taxes to all 50 states.

08.

Tax Planning & Filing

We work with you to optimize your revenue while also minimizing your expenses and your tax liability.

“The key to long-lasting business success is financial clarity, control, and choice.

Proactive accounting coupled with specialized operations-integrated financial expertise separates thriving companies from the surviving ones.”

Valerie Mondesir, CPA

We Offer Simplified, Flat-Rate Packages and Customized Solutions to Fit Your Business’s Unique Challenges.

Done-For-You Monthly Accounting and Tax Packages


Outsourced Controller Services to Manage and Support your Accounting Team


Outsourced FP&A (Financial Analysis) and CFO Services to Manage your Company’s Financial Future and Support CEO Decision Making


Workshops to Train your Team on Best Accounting Practices and Integrate All Departments for Better Financial Synergy


Testimonials

What Clients Are Saying

“Accounting and taxes can be intimidating and overwhelming. But we feel so fortunate to connect with Valerie, who’s always careful and thorough in walking us through our options. She’s not afraid to help us as we trek through complicated issues as well. The pandemic wreaked havoc across small businesses everywhere, but knowing Valerie had our back when we were shifting and pivoting our services has helped put us in a position to meet these constant hurdles with courage and perseverance.”

DWIGHT T.

“I wanted to have a clear picture of where I stand as far as tax compliance and to make sure I was doing the right things when it came to my business finances. You clearly know what you are talking about when it comes to finances, and I respect your expertise as an accountant and manager. Plus, you are understanding and patient, which everyone needs in a finance person. I like the open and consistent communication when working with you all, as well as the clear direction you gave on what was needed to work together.”

MARGARET A.

“If you are a business owner and do not know Valerie, you better get familiar. I have witnessed numerous projects that Valerie has engaged in where she was instrumental in improving processes or providing value-driven management. Her greatest strengths are an uncanny ability for attention to detail and her precision-like approach to tackling issues no matter the size and/or scope. She’s a proven leader and knows how to get results. As a team member or a leader, Valerie earns my highest recommendation.”

ELIZEE M.

“If I could describe the experience of working with Valerie, it would be RELIEF. It’s been so hard to find a financial advisor and CPA who is both knowledgeable and approachable and Valerie is it!”

ENID N.

If you’re ready to grow a financially sustainable

e-commerce or retail brand, let’s talk!

Scroll to Top