Meet the Founder
Sheldon Bachra
Founder & CEO
Sheldon is the founder of Insight Financial, bringing over a decade of experience in financial planning and analysis to businesses. With a background that spans the tech, government, and financial services sectors, he combines strategic insight with hands-on expertise to help business owners make smarter financial decisions.“It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Whatever it is, the way you tell your story online can make all the difference.”
Through Insight Financial, Sheldon offers tailored FP&A services, including: budgeting, forecasting, scenario planning, and financial modeling. These services are designed to support growth, improve profitability, and provide financial clarity. He takes a collaborative approach, working closely with each client to understand their unique challenges and build solutions that fit.
Sheldon is passionate about making finance accessible, actionable, and impactful for every business leader he works with. When he’s not working with clients, he enjoys staying active, watching sports, and researching new investment strategies.
Our Mission
At Insight Financial, we specialize in turning data into strategy.
Our mission is to empower businesses with clear, actionable financial insights that drive smarter decisions and sustainable growth. With deep expertise in Financial Planning & Analysis (FP&A), we go beyond traditional accounting to provide forecasting, performance tracking, and scenario planning that helps our clients stay ahead. Whether you're a growing startup or an established organization, we bring clarity to your numbers and confidence to your next move.
We pride ourselves on being more than just financial analysts, we’re strategic partners invested in your success. By taking the time to understand your business model, industry, and vision, we tailor insights that align with your goals. From uncovering growth opportunities to identifying risks before they arise, we equip leaders with the financial intelligence they need to lead with confidence. At Insight Financial, your growth is our mission.
We believe that financial clarity is a catalyst for growth.
Our approach is rooted in collaboration and precision, helping businesses uncover the story behind their numbers. Through tailored financial strategies, we bring structure to uncertainty, transforming raw data into powerful insights that support confident, informed decisions. From cash flow analysis to long-term planning, we offer the tools and perspective needed to navigate complexity and pursue new opportunities with clarity and control.
We view every client relationship as a partnership built on trust, transparency, and shared success. By aligning our expertise with your vision, we help shape a financial roadmap that reflects where your business is now—and where it’s headed next. With Insight Financial at your side, you gain more than just financial support; you gain a trusted advisor committed to helping you lead with strategy, focus, and confidence.