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HELPING small businesses save tax & MAKE STRATEGIC DECISIONS

Get Timely Insights That Drive Growth With Advisory Accounting

Key Insight Advisory Accounting Services

Our Services

Strategy
session

See your past, current, and future estimated tax savings

Tax
Planning

Build wealth by optimizing entity selection and tax planning

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

Marie LaRiviere

Hello, I’m Marie

As a CPA and fellow business owner, tax planning is a natural focus for me. I get to build long-term relationships with small business owners and bring new ideas to the table with proactive advice. I also love taxes–that’s why I became an Enrolled Agent, admitted to practice before the IRS.

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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 from100s 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!

    Let’s schedule your complimentary Strategy Session!

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    Let's chat about your needs so we can get started helping your business grow now.