Key Insight Advisory

Helping Small Business Owners Save Tax & Make Strategic Decisions

Hi, I’m Marie, a CPA, and fellow small business owner at Key Insight Advisory. I’m passionate about helping small businesses, so tax planning is a natural focus for me. I get to build long-term relationships with owners and bring new ideas to the table with proactive advice year-round. I also provide profit advisory services because I see too many business owners working too hard for too little. With ongoing advice, I can help you make the changes your business needs to become more profitable so you can live the life you imagined when you first started your business.

Featured Services

TAX PLANNING – Build wealth by optimizing entity selection and tax planning

If you don’t have a plan, you’re planning on overpaying. Planning is not tax preparation, which happens after the fact when little can be done. Here’s what you get with a tax plan:

• Help to PROACTIVELY generate savings in the future.

• A PERSONALIZED PLAN of legal, well supported tax-saving strategies. Strategies are integrated and carefully chosen from 100s of possible strategies.

• Estimated RETURN ON INVESTMENT with your complimentary, no commitment Strategy Session.

• Potential SAVINGS you can invest in your business, your wealth, and your enjoyment of life!

Optional services include tax preparation, amended returns, and implementation of advanced strategies.

PROFIT ADVISORY – Grow a more profitable business with financial insights and guidance

Do you want to grow your business and make more profit? Profit Advisory is for you if you are a goal-oriented business owners who wants to

• Work closely with your accounting professional with comprehensive, structured support and advice.

• Get access the very best insights to help you predict the future.

• Understand the impact on cash from every decision you make.

• Understand your business model and the drivers of profit so you can make better business decisions.