At Insource, our experienced consultants allow you to stay focused on what you do best.
We customize and scale our services to meet your needs, based on thorough departmental reviews to ensure every process and cost is justified and you get the maximum value from working with us.
Below you’ll find more details about our HR, Finance and IT services and the many ways we can help your organization grow as a trusted partner.
We believe your financial management department should effectively support the overall mission and goals of your organization. Working directly with your staff, we’ll help highlight the key financial priorities and translate them into achievable tasks through new processes and tools guaranteed to help you reach your goals with confidence.
Bookkeeping and Payroll Preparation
We coordinate payroll processing and provide full range bookkeeping services. We can manage these areas for you or supplement the work of your in-house staff.
We review, analyze and conduct the work necessary to finalize your financial data each month.
Financial Statement Preparation
We coordinate all financials to prepare meaningful data and financial metrics to assist management in decision making. Reports are tailored to your needs.
Government Contract Accounting and Reporting
We implement the controls and compliance guidelines required by government funding. We understand the requirements of A133 audits and have extensive experience with UFR (Uniform Financial Reports) reporting.
Our approach is an interactive, bottomup budget preparation process and we work with you to coordinate the logistics and analysis of budgets in the context of your priorities.
Our process is ongoing throughout the year, not a one time event, and we consistently deliver clean audits for our clients. We are often recommended by some of the top audit firms in the state.
Staff Supervision and Training
We provide senior financial oversight and direction to your staff as you build internal capacity, or provide staff with the level of expertise and training your organization needs.
Board of Directors and Committee Reporting
We present financial information to boards of directors and subcommittees, often partnering with an organization’s chief executive to present your company’s financial information in an understandable report tailored to the needs of the board.
Review and Interpretation of Financial Statements
We work to understand your priorities and organizational constraints and to determine what the numbers actually mean, then provide complete reports that serve as effective decision making tools.
Coordination of Banking, Insurance, Legal and Accounting Relationships
We serve as an informed liaison to vendors and other service providers you may work with for increased efficiency.
Oversight of Fiscal Policies and Procedures
We develop, review, modify and oversee financial policies and procedures to maintain integrity and compliance and ensure you have the proper controls in place for a healthy financial system.
We help identify areas of exposure in your financial operation and assist in developing corrections and controls to mitigate this risk.
Audit and UFR Support
Using more than 20 years of experience, we manage nonprofit audits and compile required UFR filing data.
Our approach is an interactive, bottomup budget preparation process, which includes program staff, and we work with you to coordinate the logistics and analysis of budgets in the context of your priorities.
We implement the controls and compliance guidelines required by government funding. We are familiar with the requirements of A133 audits and have a solid track record of success with these audits.
Grant Accounting and Reporting
We develop or modify your existing systems to efficiently address the reporting requirements of your funded grants, including transaction reporting at the donor level.
Determine Reporting and Staffing Needs
We make recommendations regarding any reporting needs, as well as related staffing changes that may enhance financial operations.
Recommend Process Improvements
Recognizing that all improvements cannot be addressed at once we help you prioritize and stage them in a cost effective and practical manner with timelines, next steps and cost estimates.
Mentoring and Coaching
We teach and support your internal staff to help build capacity within your organization and bring key contributors to the next financial level.
Government Grant Accounting
We implement the controls and compliance guidelines required by government funding. We are familiar with the requirements of A133 audits and have extensive experience with UFR (Uniform Financial Reports) reporting.
Financial System Design
We design accounting software systems that allow for meaningful reporting from an automated system rather than via manual input of data. This helps ensure you are efficiently receiving the information you need when you need it.
Software Configurations, Conversions and Training
We assess your current accounting system to determine if it continues to suit your organization’s needs. We make recommendations regarding reconfiguration and provide training regarding the changes, or assist with a conversion to a new product.
Strong communication and relationships are key to a harmonious and successful working environment. Our aim is to support and strengthen the interactions and bonds across all your staffing levels and establish positive and lasting relationships. Our adaptable approach allows us to address specific needs and focus on how people are recruited and managed within the context of your organization.
We help you deliver important information to employees in a way that minimizes disruption and gets across the tone of your message in the most effective way.
Crisis and Issue Mitigation
We help you navigate challenging employment matters and triage issues effectively and professionally.
Coordinate Benefit, Insurance and Legal Relationships
We serve as your HR department, acting as a liaison to and streamlining communications with all benefit insurance, vendor and legal service providers.
Coaching and Training
Working in cooperation with senior management, we coach and train staff individually and through organized group sessions. We also have a number of partners that offer valuable worksite training options.
We provide comparative HR data and insight based on the practices and benefits of other companies of similar size with comparable issues. We also partner with compensation experts for more complex study needs.
Identify Compliance Issues
We flag areas that present compliance risks to our clients, and recommend and implement solutions.
Recommend Process Improvements
Recognizing that all improvements cannot be addressed at once we help you prioritize and stage them in a costeffective and practical manner with timelines, next steps and cost estimates.
We manage the full recruitment process for you. Through A Hire Authority, our recruiting division, we source, interview and facilitate the hiring process for you on an hourly basis, which is more cost effective than using a contingency based agency.
We provide an HR welcome and orientation for your new employees so their first day on the job is organized and well run. We meet every new hire and develop a rapport that makes future interactions with that employee easier, even if the topic isn’t always easy.
We work with you to design a system tailored to your setting and needs. We can assist in coaching or mediation with regard to performance issues.
We work with you to design performance improvement goals and timelines, and to deliver difficult news to employees in a way that is direct, fair and professional.
We help you deliver news of termination in a way that protects your company and is respectful to the departing employee.
Health and Dental Insurance
We help you design these benefit packages for your employees, tailored to your priorities and budget, and work with outside vendors to get you information in as much or as little detail as you desire. We also promote your health and dental plan options to employees in a concise and helpful way based on the needs of that employee.
Life and Disability Insurance
We help you figure out what you need, what it costs and when to add it to your benefits package. We can assist in computing life insurance taxes and other administrative duties associated with administering life and disability benefits.
Working with financial advisors, retirement investment platforms and third-party administrators, we facilitate the process of setting up and administering 401(k) and 403(b) plans. We simplify the process by helping you understand the setup requirements and outlining the design options in understandable terms.
We help you design an incentive program tailored to the interests and priorities of your organization; for example, pretax transportation passes, wellness benefits, recognition incentives, vision plans and others.
We explain pretax plans including Section 125 plans, HRAs/HSAs/ FSAs – and help you determine which, if any, are best for your business and your employees. We work with vendors to implement plans and ensure employees understand the options and savings available to them during onboarding and open enrollment periods.
Personnel File Management
We set up and maintain personnel files in a legally compliant format so you can access the information you need and protect your organization in the event of an audit. We maintain protected paper and electronic files.
Employee Census Data
We maintain all employee census data for internal reference and for benefits pricing to ensure it is continuously updated in real time.
System Development and Implementation
We create HR systems by working with you to develop a simple or more robust system based on your needs, and partnering when it is cost effective for you.
Performance and Other Documentation
We write, review and/or train you on performance documentation so that it gets you the results you want and protects you from legal vulnerability.
We investigate harassment or other claims and assist you in determining the facts and taking necessary actions.
We conduct CORI and more extensive background checks using the state system and national vendors when required. We routinely administer and review education, criminal, credit and other checks, and assist in determining which checks are needed for your specific business.
Affordable Care Act
We help you determine your obligations under the ACA based on the latest developments for your company size and employee mix. Our new hire and termination processes incorporate the required disclosures and actions required by ACA.
We’ll identify the technology needs required to streamline your processes to save you time, which will allow you to generate critical information essential to the operation of your business. Let us manage your technology and we’ll ensure you get the most cost-effective solutions to your technical challenges. You can also choose the most convenient delivery method for you, be it remotely or at your offices.
IT Budget and Planning
We design a year-in-advance budget based on your annual IT priorities, including server and network projects, workstation and user software needs, and warranty and support renewals.
Project and Staff Support Prioritization
We make decisions and plan ahead to provide recommendations and resources to support your ongoing projects and staff requests. We are there to provide crisis-level prioritization as needed.
We provide staff IT support, including employee training, break/fix, remote support and user setups/onboarding.
Troubleshooting Servers and Workstations
We provide tiered support for advanced problems, resolving workstation and server issues based on the big picture, not patchwork solutions.
We conduct proactive real time monitoring of your servers and technology network, leading to rapid response support for issues and questions.
We provide monitoring, management and testing of backups on a monthly or quarterly basis and help you determine the best options for your company.
Disaster Planning, Documentation and Response
We help ensure you don’t lose important data by making disaster recovery recommendations and implementation plans based on data recovery in different disaster models. We conduct yearly testing of the disaster recovery model based on written and updated plans.
Procurement and Vendor Management
We receive priority support from vetted vendors on purchased hardware and software, bulk pricing advantages and vendors’ special offers that are extended to clients.
We determine staff comfort levels with technology using one-on-one discussions and surveys, then provide recommendations for growth through daily interaction, lunch seminars or by utilizing outside resources/training partners. Implementation of any new system is accompanied by in depth training and train the trainer sessions.
We track and manage all staff computers, servers, warranties and domain names in our ticket/asset system to identify age of systems, renewal dates, computer user associations and hardware issues.
Mobile Device Management
We design and manage mobile security policy, implementing systems to ensure security of data that is accessible on mobile devices.
We work with your key stakeholders to learn where you want to take the organization. We document the current state of technology and your technology department from adequacy of compliance and security through user satisfaction. We provide recommendations to match IT with the organization’s goals.
Review and Document Existing Practices and Processes
We conduct interviews, as well as documentation and system reviews, to distill what is in place and what might be missing or inefficient from a best practices perspective.
Diagram Current Environment
We develop a visual layout of your existing backbone server network showing how valuable data moves between servers and where software is installed to be used as a resource and planning tool for you.
Identify Compliance Issues
We review company policies, procedures and safeguards to ensure compliance with Code of Massachusetts Regulations (CMR), SEC and HIPAA requirements. This extends to email encryption, data storage, written policies and staff training.
Analyze Servers, Mobile, Wireless
We document and plan server and network utilization, available resources and backup procedures. As part of the analysis, we also test wireless stability and strength, incorporating future growth to support mobile architecture.
Recommend Process Improvements
Recognizing that all improvements cannot be addressed at once, we help you prioritize and stage them in a cost-effective and practical manner with timelines, next steps and cost estimates.
Network Storage Management
We measure your application, data, growth and budget needs, then choose the solution that will work best. Our expertise in complex storage management ranges from products like EMC to custom white box SSD farms. We also have years of experience understanding tiered storage, ions and tools to constantly monitor and fine-tune your needs.
We help you determine which system is most efficient for your needs, and if necessary, manage the changeover (for example: Exchange to Google, Google to Office 365, Windows AD to OpenLDAP, premise-based phones to Cloud). We understand the sensitivity around change and work to make sure staff understands the technology’s full functionality.
Website and Application Performance Tuning
We use various developer tools to analyze site speed, data integrations and user experience, then make recommendations, improve upon existing systems and set up processes to enhance your website or web based application to optimize page load times.
We design a wireless network that supports your maximum amount of users and their multiple devices across all your platforms.
As an early Amazon AWS partner and provider, we are able to explain the benefits and use cases for Amazon’s cloud. Our IT professionals know how to secure, back up and build in redundant high performing systems.
We work with your web and application programmers to help tune and design production-level products. We marry the relationship between code and hardware, designing, collaborating, measuring and optimizing operational processes.
Cloud File Sharing
We guide you through understanding and choosing the right cloud-based file system to meet your needs. Your data is migrated, staff is trained, and the new efficiencies are offered through phased implementation of these platforms.
We work with you on setup, training and migration for email, calendaring, documents intranet, analytics and other tools available on Google platforms. Google offers their tools free for 501(c)(3)s.
We help you migrate to Microsoft’s cloud versions of Exchange and its communication platform Lync, set up encryption and implement best practices in their cloud. Microsoft offers specific products free to 501(c)(3)'s.
We serve as project manager, working with your leadership to understand the organization’s messaging priorities; put together an internal web team for decisions and review; line up designers, photographers, programmers and content writers; make sure the deliverables are understood and keep the project on task.
We manage the technical buildout of a new office or space renovation from A/V, electric, cabling and telecom/data perspectives. Working with the dedicated office manager, we coordinate timing on furniture, move day and staff arrival.
We apply a phased approach to a corporate intranet that allows an organization to build a tool that offers messaging material in a centralized data repository used and supported by the staff for collaboration and research.
Schools that qualify for Erate can take advantage of many communication-based technologies funded by the government, including fiber lines, phone systems and cabling. We tell you which services would benefit you best, design the necessary IT plan, and manage the vendor selection and form submittal process.
IT Visioning/IT Planning
We work with your organization to develop and implement an IT plan that works in conjunction with your strategic plan and goals. We go through a process of research, discovery, feature requirements, demos, reanalysis and more to give you the tools to make a very informed decision on the technology the organization uses every day.