Key Insight Advisory

About

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.

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.

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