Welcome to Halo Insights

Halo Insights offers a suite of financial and strategic management services that allows socially responsible businesses and nonprofit organizations to advance their mission.

Let Halo Insights professional analytical services fill in your organization’s operational gap with expertise and insight. Our passion and drive for excellence will enrich your organization’s introspection to enable growth and development. 

Collaborating with Organizations to Advance Their Mission

Our Organization

Strategic financial insights for the socially responsible business and nonprofit communities.
As your valued partner, we help you balance the level of financial management services your organization needs to be successful.
Exchange of Information

An exchange of information in the new partnership will start you on the right path. From financial analysis to budgeting to key performance indicators, we will work with you to find the right financial insights for your business.

Insights & Success

Find success in making the world a better place. Use the insights and plan to help your business succeed by implementing change. We are here to answer your questions along the way. 

Assess Changes

Continue assessing the changes in your financial position over time. We will continue to partner with you on the financial management of your business every step of the way.

Jody has been a huge help to my nonprofit animal welfare organization. We have grown leaps and bounds in the last two years, which has created an immediate need for additional professional support. Jody’s background was perfectly suited to what my organization needs, and we’re so glad we found her!

She made recommendations about our various practices and how to improve in a cost-effective manner. Jody ran our Strategic Planning meeting for the year’s goals and objectives, and spent the entire afternoon diving into every necessary element and answering any questions that arose. She has been extremely communicative and professional, and has already helped us better prepare for the coming year.
Sarah Brasky
Executive Director, Foster Dogs, Inc.

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