Insight Financial Group
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Would you like to know the most frequent question asked in interviews and events I took part in over the last year? “Why do businesses and nonprofits struggle with cash flow?” As a fractional CFO I teach small businesses and nonprofits how to develop and maintain an accounting system to maintain a healthy cash flow. With input from the whole team, I develop processes catered to your needs to maint
A lot of organizations treat midyear like a checkbox.
They glance at the numbers.
They acknowledge what’s off.
And then they keep moving.
But strong organizations treat midyear differently.
Midyear is where you pause and ask real questions:
• What’s actually working?
• What’s draining cash or capacity?
• And what assumptions need to change before the second half of the year?
This isn’t about judgment.
It’s about alignment.
Ignoring midyear signals doesn’t make them go away — it just delays the response.
June is where leaders decide whether the rest of the year will be reactive or intentional.
If you're halfway through the year and you're not completely confident about what your numbers are telling you, let's talk. A 30-minute conversation today can prevent six months of operating on assumptions.
Clear Books. Real Understanding.
Helping six-figure businesses & nonprofits finally make sense of their numbers.
�Join NOW Profit Pathways: https://lp.constantcontactpages.com/cu/w1aUn1q/profitpathways
�Monthly Newsletter: https://lp.constantcontactpages.com/sl/rpsYeRJ
� Free Playbooks:
Cash Flow Clarity Worksheet: https://lp.constantcontactpages.com/sl/UXp473S/insightmoneyplaybook
Nonprofit Grant Management Playbook: https://lp.constantcontactpages.com/sl/0UtsYYv/insightgrantplaybook
� Learn more: https://insightfinancialindy.com/
� New to streaming or looking to level up? Check out StreamYard and get $10 discount! �
Most financial tension doesn’t come from bad intentions.
It comes from unclear roles.
When people don’t know who owns what, tasks slip, frustration grows, and assumptions take over.
Strong organizations reduce tension by clarifying:
• who owns the process
• who supports it
• and who reviews decisions
Clear expecations creates calm — especially in growing teams.
Clear Books. Real Understanding.
Helping six-figure businesses & nonprofits finally make sense of their numbers.
�Join NOW Profit Pathways: https://lp.constantcontactpages.com/cu/w1aUn1q/profitpathways
�Monthly Newsletter: https://lp.constantcontactpages.com/sl/rpsYeRJ
� Free Playbooks:
Cash Flow Clarity Worksheet: https://lp.constantcontactpages.com/sl/UXp473S/insightmoneyplaybook
Nonprofit Grant Management Playbook: https://lp.constantcontactpages.com/sl/0UtsYYv/insightgrantplaybook
� Learn more: https://insightfinancialindy.com/
� New to streaming or looking to level up? Check out StreamYard and get $10 discount! �
04/29/2026
Most organizations say they want funding.
But when lenders start asking questions… things fall apart.
That’s what we addressed in Week 5 of the Loan Readiness Series.
Participants didn’t just “learn”—they left with:
✔️ Practical tools they can use immediately
✔️ A clear action plan for lending readiness
✔️ And most importantly… understanding how their business actually works together
Because here’s what many organizations miss:
Lenders aren’t just reviewing your financials.
They’re evaluating how your entire business operates.
We broke it down into 6 key areas:
• Leadership
• Marketing
• Sales
• Products
• Cash Flow
• Overhead
If even one of these is out of sync… it shows up in your numbers.
And that’s where deals start to fall apart.
One of the most impactful parts of the session—participants had direct access to CDFI representatives.
They asked real questions about their situations.
They got real answers.
No guessing. No assumptions.
Here’s the reality:
You don’t prepare for capital when you need it.
You prepare before the opportunity shows up.
That’s the difference between being overlooked… and being ready.
If your organization wants to be taken seriously by lenders, this work matters.
👉 If you're looking for a facilitator to help your organization become capital ready, let’s connect.
Clear Books. Real Understanding.
Helping six-figure businesses & nonprofits finally make sense of their numbers.
✨Join NOW: https://lp.constantcontactpages.com/cu/w1aUn1q/profitpathways
📘 Free Playbooks:
Cash Flow Clarity Worksheet: https://lp.constantcontactpages.com/sl/UXp473S/insightmoneyplaybook
Nonprofit Grant Management Playbook: https://lp.constantcontactpages.com/sl/0UtsYYv/insightgrantplaybook
🌐 Learn more: https://insightfinancialindy.com/
04/24/2026
5 Things Businesses Get Wrong Before They Scale
#5: Making Decisions Without Data
Many business decisions are made based on instinct.
But scaling a business requires more than instinct.
In my Medium feature, I shared how decision-making without data can slow down growth.
I’ve seen business owners:
• Hire too early or too late
• Take on debt without a clear plan
• Expand without understanding their margins
Not because they aren’t capable—
But because they don’t have the right information.
At a certain level:
👉 Data reduces risk
👉 Data increases confidence
👉 Data supports better decisions
You don’t remove instinct.
You support it with numbers.
📖 Read the full article: https://medium.com/authority-magazine/linda-diakite-karressy-of-insight-financial-group-on-five-things-you-need-to-create-a-highly-fae772426f9c
If your decisions feel heavy, it may not be the decision—it may be the lack of data behind it.
Clear Books. Real Understanding.
Helping six-figure businesses & nonprofits finally make sense of their numbers.
✨Join NOW: https://lp.constantcontactpages.com/cu/w1aUn1q/profitpathways
📘 Free Playbooks:
Cash Flow Clarity Worksheet: https://lp.constantcontactpages.com/sl/UXp473S/insightmoneyplaybook
Nonprofit Grant Management Playbook: https://lp.constantcontactpages.com/sl/0UtsYYv/insightgrantplaybook
🌐 Learn more: https://insightfinancialindy.com/
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