About Us
Our History
Insight Business & Financial Services was founded by Peter Crothers & Allan Vickers in 2000. Their vision was to provide an innovative accounting firm, which not only carried out compliance work, but was also proactive in providing their clients with wealth creation advice.
Since its origin of three staff, the firm has grown to include a financial planning sector, and by its seventh birthday, a team of nineteen.
In July 2007, Insight expanded into Toowoomba, with the new Office located in the refurbished TAFE building on the corner of Hume and Margaret Streets. The Toowoomba office is a logical expansion for Insight with a number of clients situated in the Toowoomba area.
The Toowoomba office led by partner Allan Vickers, has over the past 12 months, grown to a team of 6 . Our office is located on the top floor, with access currently from Hume Street.
Vision
Our Vision is to be the leading professional services business west of the range, specialising in strategic and innovative business accounting and financial advisory services, provided by team members with rampant energy and upbeat attitude.
Our Goals
- Provide our clients with the highest quality of Compliance, Business and Financial Advisory services.
- Legally minimise our clients' taxation commitments.
- Help business owners to achieve their business and personal goals.
- Always provide our services within a friendly, approachable and caring environment.
- Provide an excellent work environment where quality team members can experience an enjoyable and flexible working relationship.
- Provide all team members with the opportunity to learn new skills and develop increased responsibilities, enabling advancement within our organisation.
- To provide owners and team members with higher than average levels of remuneration.
- To allow owners and team members to maintain a lifestyle that balances work with recreation and family.
- To give owners and team members the opportunity to work with clients who value our skills and culture.
- To create a business which is sustainable beyond its present team.
- To have leading edge computer systems.
- To assist clients to have sufficient wealth to enable a comfortable retirement.
Our Values
We hold the following values as the guidelines to how we run our business.
- Fun and enjoyment - we must enjoy what we do.
- We must act with honesty and integrity.
- We must treat all work with an appropriate level of confidentiality.
- Ensure a strong balance between family and work.
- Ensure there is always full and open communication.
- Strive for achievement and success.
- Conduct ourselves with patience, respect and consideration.
- Have a strong view to profit growth and wealth creation for our clients and ourselves.
- We are to strive for quality and excellence.
- We must uphold CPA Australia's Code of Professional Conduct.
- We welcome recognition for our achievements and acknowledge others for their achievements.
- We are to have an abundance of philosophy - play for the win, don't fear the loss.
- We are to have a continual education, learning and personal development process.
- We are to question convention.
- We are to feel empowered and take responsibility for our actions.
