private advisory for entrepreneurs
Take aim.
Take action.
on target
This quarter
Revenue
$2,480,900
Net profit
$612,400
Tax set aside
$183,720
$32,478
this year, with proactive planning
A Select roster across energy, construction, real estate & Professional Services
- QuickBooks ProAdvisor
- Gusto Partner
- AICPA Member
- OSCPA Member
Sound familiar?
Running a business is hard enough.
Your finances shouldn't be the thing keeping you up at night. Here's the shift we make.
Before Insight
- Profitable on paper — but cash is always tight
- Financials that arrive too late to change anything
- A tax bill that lands as a surprise, not a plan
- An accountant who reports what happened, never what's next
With Insight
- Cash-flow visibility months ahead, not weeks behind
- Current numbers every month — and what to do about them
- Tax planned all year, so April is a non-event
- A partner in the room for every major decision
What we do
Three jobs. One team that does them well.
The whole accounting function, handled.
Clean books, on-time payroll, sales tax, and compliance — done for you every month so the foundation is never the thing slowing you down.
- Monthly bookkeeping & reconciliation
- Payroll & contractor payments
- Sales-tax filing
- Year-round compliance
Plan ahead. Keep more of what you earn.
We model your year before it happens, so April is a non-event. Proactive strategy for the business and the people who own it.
- Quarterly tax projections
- Entity & compensation strategy
- Deduction & credit planning
- Personal + business, together
A partner who reads the numbers with you.
Think of it as a fractional CFO. We translate your financials into the two or three decisions that actually move the business.
- Cash-flow & runway planning
- Pricing & margin reviews
- Budget vs. actual check-ins
- Growth & hiring decisions
Who we work with best
We know the industries you run in.
Generic accounting misses what makes your business tick. These are the sectors we live in — so the advice fits the way your money really moves.
Energy (Oil & Gas)
Working interests, depletion, and lumpy cash flow— books and a tax plan built for how energy money actually moves.
Construction
Job costing, retainage, and progress billing handled, so you know the margin on every project — not just at year end.
Real Estate
Entity structure, cost segregation, and depreciation strategy across your properties, partnerships, and deals.
Service Businesses
Software, medical, legal, and professional firms — clean books and proactive planning tuned to a people-and-billables model.
Where we earn our keep
The decisions we're built for.
Anyone can file a return. We earn our seat in the room for the calls that actually move your business — and your life. These are the questions we sit across the table and answer with you.
What should we do before year-end, not after?
A proactive tax checklist that gets moves made while they still count — not a scramble in April.
Bring on a partner — or buy one out?
Valuation, deal structure, and the real tax consequences, laid out in plain numbers.
Are we pricing the job to actually make money?
Real job costing, so the margin on every project is a number you know — not a guess.
How much can I actually pay myself?
Owner compensation balanced against your taxes, your goals, and the runway the business needs.
Is it time to restructure the entity?
S-corp, partnership, holding company — the right structure for where you’re actually headed.
What’s it worth, and when do I sell?
Exit-ready books and a number you can plan the rest of your life around.
A simple rhythm that keeps you on target.
01
Take Aim
We get clarity on where you are and where you want to go — clean numbers, real goals, the target on the wall.
02
Build the Plan
A proactive tax and financial plan mapped across the year, so nothing sneaks up on you and every dollar has a job.
03
Take Action
We execute and check in regularly, translating the numbers into the two or three moves that matter most this quarter.
How an engagement works
What working with us actually looks like.
A limited roster, by design
It starts with fit
FIRST
Onboarding
FIRST 30 DAYS
A quarterly rhythm
EVERY QUARTER
On call between meetings
ALWAYS
OUR ADVISORY METHODOLOGY
The Path to High-Touch Alignment
A deliberate, selective engagement process built to guarantee deep concentration, flawless execution, and continuous strategic partner attention.
1. First: Alignment & Selectivity
Our dynamic starts with a strict fit assessment. We maintain highly selective caps, only accepting a limited number of new clients per quarter via referral or qualification application.
2. First 30 Days: Onboarding & Architecture
No delay, no drag. During our first month we jump straight into data cleanup, onboarding legacy documentation, and drafting your tailored master blueprint and operational plans.
3. Every Quarter: Precision Iteration
Consistency yields compounding success. Each quarter, we review primary execution numbers, reconcile your strategic balance sheet, and agree on high-priority targets for the next 90 days.
4. Always: Direct Partner Access
True partnership lives in the spaces between. You get continuous, direct partner access between scheduled meetings—meaning zero portal barriers, zero call-center queues, and pure focus.
A considered engagement, not a price list.
Anyone can file a return. We earn our seat in the room for the calls that actually move your business — and your life. These are the questions we sit across the table and answer with you.
Foundations
The right start — clean books and compliance, with the same partner-level care.
For owners building the base
- Monthly bookkeeping and reconciliation
- Payroll & contractor payments
- Sales-tax filing
- Annual business + personal tax filing
For Scaling teams
Growth
Use your numbers to make smarter calls, month after month.
- Everything in Foundations
- Quarterly tax planning & projections
- Monthly financial reporting
- Quarterly strategy check-ins
For established companies
Advisory + CFO
A strategic partner in your corner for the big decisions.
- Everything in Growth
- Fractional CFO & forecasting
- Cash-flow & runway planning
- Board-ready reporting
Engagements are scoped and quoted privately, and fixed monthly once we begin; one-time work like cleanup is scoped separately — you always approve it before we start.
Sean Marley & Josh Waggoner — the two partners behind every Insight engagement.
Sean Marley
Partner · CPA- s.marley@insight.com
- Connect on LinkedIn
Josh Waggoner
Partner · CPA- j.waggoner@insight.com
- Connect on LinkedIn
Not your classic CPA firm.
We pair the rigor of a great accounting team with the plain-English advice of a partner who’s genuinely in your corner — turning your numbers into the next move, not just a tidy report.
The insight difference
You work directly with partners
We’re a two-partner firm. The people who build your plan are a call or email away — no gatekeepers, no account reps, no portal in between.
Year-round, not just at tax time
We meet through the year so decisions get made with current numbers — not a rear-view mirror.
Pricing you agree to upfront
Most engagements are a flat monthly fee. When work is hourly — like cleanup bookkeeping — we scope it first, so there’s no invoice anxiety.
Plain-English Always
We translate the accounting into the two or three moves that actually matter for your business.
Entrepreneurs shape
communities.
When we help a founder make a better decision, the impact doesn’t stop at their bottom line. It reaches their team, their customers, and the neighborhoods their business calls home. Serving entrepreneurs well is how we help whole communities thrive — and it’s why we built Insight.
What we believe
Sean Marley & Josh Waggoner · Partners
OUR CORE METRICS
Elite advice engineered for measurable impact.
We deliberately limit our active partnerships to ensure direct, uncompromised partner attention. Our results are calculated, proven, and transparent.
EXPLORE ADVISORY SERVICES$100M+
Client revenue advised11 yrs
Average client tenure<1 day
Partner response timeLimited
New clients per quarterEntrepreneurs shape communities.
We believe that true wealth is measured by the footprint left behind. When a business thrives, the impact ripples outward—creating meaningful opportunities for teams, delivering exceptional value to customers, and building stronger, more resilient neighborhoods.
Sean Marley & Josh Waggoner Partners, Insight Advisors
CLIENT TRUST
Success Stories From Our Partners
Discover how Insight Advisors helps businesses navigate complex financial landscapes, secure robust assets, and achieve sustainable long-term growth.
Our Financial Services
Wealth Management
Tax Strategy
Estate Planning
Corporate Finance
Industries We Serve
High-Net-Worth Individuals
Tech Founders
Family Offices
Entrepreneurs shape
communities.
When we help a founder make a better decision, the impact doesn’t stop at their bottom line. It reaches their team, their customers, and the neighborhoods their business calls home. Serving entrepreneurs well is how we help whole communities thrive — and it’s why we built Insight.
What we believe
Sean Marley & Josh Waggoner · Partners
Fiduciary Standards. Absolute Performance.
Essential
$499/mo
- Quarterly Portfolio Review
- Basic Tax Advisory & Filing
- Dedicated Online Dashboard
- Standard Email Support
Professional
$1,249/mo
- Monthly Optimization & Rebalancing
- Comprehensive Tax Planning
- Dedicated Certified Financial Planner
- Priority 24/7 Telephone Access
Enterprise
Custom
- Bespoke Multi-Generational Structuring
- Advanced Estate, Trust & Tax Filing
- Direct Wealth Committee Advisory
- Unlimited Consultations & Support
Transparent Wealth Management Tiers
