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About Us

We are a 60-year-old firm that distinguishes ourselves through a genuine entrepreneurial spirit and ready adaptability. We approach our work first through the eyes of a business owner and then apply our accounting expertise. We believe that cash flow management and year-round tax planning is just as important as proper tax preparation. A leader of our profession, we continue to expand our national presence with clients, businesses, and partnerships throughout the United States.

Why Should You Choose Insight CPAs & Financial, PLLC?

We Provide Expertise Beyond Accounting

Many of our clients come to us feeling that they are not being heard by their current accountants and feel forced into a formula that doesn’t fit their business needs. Insight CPAs & Financial, PLLC is  different. 

We work with you to clearly understand your business needs and goals and strategize effective cash flow  planning and tax planning to maximize your success. Your business has more to it than tax compliance. We apply accounting knowledge and strategy to the  things most important to your business, including cash flow and employees. 

Why Should You Choose Insight CPAs & Financial, PLLC?

We Provide Expertise Beyond Accounting

Many of our clients come to us feeling that they are not being heard by their current accountants, and feel forced into a formula that doesn’t fit their business needs. Insight CPAs & Financial, PLLC is different.

We are advisors who combine entrepreneurial business thinking with accounting expertise. We work with you to clearly understand your business needs and goals and strategize effective cash flow planning and tax planning to maximize your success.

Management Team

Our team includes many experts and strategists providing coordinated advice and cohesive management for your business. We’d like you to meet our management team.

Mark Nicholas

Mark Nicholas

CPA, CVA, CFE, CFF, MAFF, Managing Partner

Mark has over 35 years of experience as a CPA in addition to a background managing organizations in the healthcare industry. His first-hand grasp of business and operations makes him an effective advisor to entrepreneurs and business owners across all industries with a focus on developing individualized business and tax strategies. Mark is also a Certified Business Valuation Expert and Certified Fraud Examiner.

mark.nicholas@icpaf.com | +1 (309) 663-1353

Nicole Allen

Nicole Allen

CPA, CVA, Manager

Nicole is an experienced CPA and Certified Business Valuation Expert. She enjoys working with and educating new business owners. She specializes in cash flow planning and growth strategies for emerging businesses. Her in-depth understanding of tax compliance and strategy brings great insight into determining company structure and expanding entrepreneurial opportunities.

nicole.allen@icpaf.com | +1 (309) 663-1353

Jaimie Klawitter

Jaimie Klawitter

CPA, CVA, Manager

Jaimie’s specialization is strategic planning of trusts, estates, and retirement. As a CPA and Certified Business Valuation Expert, she is an experienced advisor in business transitions and safeguarding legacies. Jaimie also prepares business, individual, trust, and estate tax returns.

jaimie.klawitter@icpaf.com | +1 (309) 663-1353

Jessica MacDonald

Jessica MacDonald

CPA, CVA, CFE, Manager

Jessica’s expertise extends to funds management and complex areas of the tax code, which she uses in developing growth strategies and cash flow planning for non-profit entities. As a Certified Fraud Examiner, Jessica advises clients on how to strengthen and protect their growing businesses. Jessica is also a Certified Business Valuation Expert and prepares business valuations in addition to strategic tax planning.

jessica.macdonald@icpaf.com | +1 (309) 663-1353

Kathleen Boudeman-Nicholas

Kathleen Boudeman-Nicholas

CPA, CVA, Manager

Kathleen has worked in public accounting for over 35 years. In addition to her CPA credentials, she is a Certified Valuation Analyst with a specialty in business valuation and business transitions. She enjoys helping established businesses with financial statement evaluation, cash flow planning, tax strategy, and tax preparation.

kathleen.nicholas@icpaf.com | +1 (309) 663-1353

Vickie May

Vickie May

Manager of Office Services

Vickie has over 40 years of experience in accounting and specializes in payroll and sales tax. As the manager of the Office Services team, Vickie keeps our payroll services running smoothly. She is also an expert in many accounting software programs. Vickie implements monthly, quarterly, and annual bookkeeping services based on identified cash flow planning and growth strategies.

vickie.may@icpaf.com | +1 (309) 663-1353

Kenneth J. Schmidt III

Kenneth J. Schmidt III

CPA, Senior Accountant

Kenneth is well-versed in tax strategy and preparation for both businesses and individuals as well as financial statement evaluation. His expertise focuses on cash flow planning and growth strategies for entrepreneurs and established businesses. Kenneth is a life-long learner and continues to expand his knowledge in niche accounting areas.

kenneth.schmidt@icpaf.com | +1 (309) 663-1353

Olivia Khouaja

Olivia Khouaja

CPA, Senior Accountant

Olivia’s accounting expertise spans many disciplines. Her professional work includes strategic tax planning and preparation of business, individual, trust, and estate tax returns, financial statements, payroll, and sales tax. She specializes in multi-state tax compliance.

olivia.khouaja@icpaf.com | +1 (309) 663-1353