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.
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What kind of accounting services do you provide?
Small business tax planning and tax preparation
Small business profit advisory
Small business people advisory
Why is it so important for businesses to hire a great accountant?
A great accountant can change your life! How would it feel to have more money left over after taxes and have a more profitable business?
What do you love most about your job?
I’m passionate about helping small business owners run a financially successful business so they can live the life they’ve always wanted. Seeing my clients succeed is what I love about my job.
What inspired you to start your own business?
I started my own firm so I could teach small business owners to avoid the same mistakes that I used to make. I know a lot of small business owners are strapped for time, energy, and cash. But there are ways to grow your business differently, which I can show you with my profit advisory services.
Why should our clients choose you?
I focus exclusively on small businesses and their owners. They have unique issues and needs that I can help with. I'm looking to build long term relationships where we can grow your business together.
Can you provide your services online or remotely? If so, please add details.
We specialize in providing our services online, remotely.
What changes have you made to keep your customers safe from Covid-19?
As we are a remote service provider, you are always safe.
Tax Planning
Build wealth by optimizing entity selection and tax planning.
Business Tax Preparation
Federal income tax returns for small business owners, whether you file a 1040, 1120, or 1065.
Profit Advisory
Grow a more profitable business with financial insights and guidance.
People Advisory
Maximize the business impact of your team with payroll, benefits, and people operations support