Insight CPAs & Financial PLLC
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA firm permit active · 066004417 · Illinois Department of Financial and Professional Regulation (open data pzzh-kp68)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- None named on its website
2 of 5 answered from a dated source.
Documents 3 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Insight CPAs & Financial PLLC | home page | |
| Website | https://insightcpafinancial.com/ | home page | |
| Office locality | Decatur, IL | home page | |
| Service area | United States (stated by the firm) | /about-us | |
| Phone | +13096631353 | home page | |
| Offers bookkeeping | Documented: ...Planning Fraud Investigation & Prevention Business Guidance & Value Non-Profit Services Bookkeeping Services View Services - Start A Conversation - We’ll Help You Achieve Your... | home page | |
| AP / AR | Documented: ...-> Office Services Manager You have: A solid understanding of basic bookkeeping, accounts payable and accounts receivable principles Excellent problem solving and analytical skills... | /job-openings-and-hiring-process | 4 pts (max 4) |
| Payroll coordination | Documented: ...Office Services Vickie has over 40 years of experience in accounting and specializes in payroll and sales tax. As the manager of the Office Services team, Vickie keeps our payroll... | /about-us | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...valuation and business transitions. She enjoys helping established businesses with financial statement evaluation, cash flow planning, tax strategy, and tax preparation.... | /about-us | 6 pts (max 6) |
| Local / remote model stated | Local + remote | /about-us | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA firm permit active · 066004417 · Illinois Department of Financial and Professional Regulation (open data pzzh-kp68) | State accountancy board Third-party Sep 26, 2026 expires Nov 30, 2027 | 8 pts (max 8) |
| Onboarding described | Documented: ...information about our hiring process. If you have additional questions after reviewing our process, you are welcome to email us at [email] Step 1: Application Review Once you... | /job-openings-and-hiring-process | 4 pts (max 4) |
| Communication channel / process | Documented: ...moving in a timely manner. Step 4: Panel Interview The panel interview is a 45-min Zoom video call with team members of your department. We will go deeper on the kinds of... | /job-openings-and-hiring-process | 3 pts (max 3) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Illinois Department of Financial and Professional Regulation, Division of Professional Regulation license search and business registry search.
- Active CPA firm or individual license (state board): Illinois lists an ACTIVE CPA firm permit (ACTIVE) under this name, expiring 2027-11-30. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from Insight CPAs & Financial PLLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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