Welcome to Golden Insight Finance

Hi! My name is Casie Coyle. I have always had a passion for numbers and compassion for those who don’t do math. As an entrepreneur, I understand that while you have passion and expertise in something unique, sometimes the other parts of running a business can become overwhelming. I can come in and help with the financial piece or rather what we are all really working towards financial peace.

 

It is vital that as a small business owner, you understand your cash flow, seasonality, and pricing to be able to make discerning business decisions to create abundance. I built a team of credit analysts and have trained many people on the very basics of financial statements. Your finances do not need to be scary or a mystery. I can help you get the right reports set up that are easy to understand and relevant to your business.

 

If the bookkeeping is tedious and time consuming, I can take the day-to-day responsibilities. Giving you more time back to do what you do best.

With 8 years of banking experience primarily focused on analyzing financials for small businesses, I am ready to transform your financials. With a Bachelor of Science with concentration in Corporate Finance and Quick books Certification, I am positioned to deliver:

  • Cash Flow Analysis

  • Loan Coaching 

  • Process Improvement

  • Operational Efficiency

  • Change Management

  • Variance Analysis

  • Data Integrity

  • Logistics