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