Your Dedicated Team

Rich Insight Global provide you with the following dedicated team members for your accounting firm

Onboarding Manager

  • Assessing client accounting processes
  • Determining system features appropriate for client processes
  • Participating in the development of system design work plans
  • Installing and implementing accounting systems on client computer systems (if not installed yet)
  • Facilitating and reviewing data transfer to new systems
  • Providing phone support to clients for accounting and system issues
  • Writing policies and procedures specific to client use of the accounting system


  • Coding of downloaded transactions
  • Processing of Accounts Payable
  • Preparation of bank reconciliations

Staff Accountant

  • Weekly review of detailed coding
  • Review of bank reconciliations
  • Reconciliation of balance sheet account
  • Month End Preparation
  • Certified QB Pro Advisor

Accounting Manager

  • Month end review and preparation of monthly financials
  • Responsible for monthly review of financial statements
  • Responsible for review of Internal Controls
  • Escalation of service-related matters
  • Overall Customer Satisfaction