Welcome to Your Premier Business Partner
Hello there! We are excited to introduce you to our world of tailored solutions.
Welcome to Our Services
Financial Services
The financial service space is quickly evolving and the tools and partnerships needed to navigate this field are critical choices. Insights FINP brings decades of experience and expertise with this field with the following areas of focus:
Loan growth and retention strategies
New Client/Member acquisition
Deposit growth and retention
Small business lending
Low Income and CDFI grant writing
Small Business & Individuals
Insights FINP brings a unique background with the partners having held various roles ranging from staff, to executive management and vendors for nonprofits. Entities can range in type and size but the common element is that the a larger goal drives the institution’s future. Knowledgeable industry experts are needed for guidance. Area of expertise include:
Applying for tax exempt status
Growth and Development Planning
Strategic Planning
Finance and Budgeting
Fundraising Strategies
Federal and state tax advice
Preparation and Review of Forms 990, 990-PF, 990-T
Representation of tax exempt organization before the IRS and states
Nonprofit Organizations
Small businesses can range from sole proprietors to multiple partner entities handling various industries and structures. Insights FINP brings organization structure, lending, banking and tax advice resources to assist in making smart decisions for growth. Services start with business planning and structure and evolve as needed to ensure clients are structured for growth and development. A few key areas in which we assist are:
Structure and Strategy
Business Planning for Growth
Business Partner Selection
Tax Planning
Preparation and Review of Form 1065, 1120, 1120-S and 1040
Representation of small businesses and individuals before the IRS and states