About Us

Insight CPAs & Financial LLC was founded more than 60 years ago and has a staff of experienced professionals to serve you.

Our Accounting Department is responsible for the management of the firm’s quality control procedures which are subject to periodic peer review.

The firm’s Tax Department coordinates the execution of the various tax services performed by our partners and staff.

Our Financial Services and Wealth Management partners offer a plethora of information to clients to assist them in maximizing the potential of their personal or business earnings.

We are also dedicated to providing our clients with assistance in business management, operating strategies and management accounting services (MAS.)

Most of our clients are small- to medium-sized family controlled businesses, professional firms, governmental agencies and nonprofit organizations. We look forward to becoming a valuable resource for your family and your business!


Our Mission Statement

Philosophy

You are the most important person in our office.

You deserve timely, personalized service. Our personnel operate as a team to give you the best service at the least possible cost. We are available when you need us with individual, creative attention—tailored to fit your needs.

Our Staff

Mark.Nicholas
Mark Nicholas, CPA, CVA, CFE, CFF, Managing Partner
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  • Mark's focus includes tax compliance and tax strategy.
  • He enjoys consulting with clients on trusts and estate matters.
  • A large part of his work consists of his role as an expert witness in the fields of business valuation, fraud investigation and forensics.

 


Kathy
Kathleen Boudeman-Nicholas, CPA, CVA, Manager
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  • Kathy has worked in public accounting since graduating from Illinois State University in 1984.
  • Her experience includes tax preparation for individuals, corporations, partnerships, trusts, and non-profits; business valuation; and financial statement compilation and review.
  • Kathy enjoys working with business clients to assist with their accounting needs.



Nicole Allen
Nicole Allen, CPA, CVA, Manager
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  • Nicole graduated Summa Cum Laude in May 2010 from Illinois State University with her Master’s Degree in Professional Accountancy.
  • Her professional work involves business and personal tax preparation, business
    consultation, financial statement preparation, business valuations and fraud investigation/prevention.



Vickie.May
Vickie May, Manager of Office Services
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  • Vickie is a graduate of North Alabama College of Commerce.
  • She has been at Insight CPAs since 1978.
  • She specializes as a resource person in the areas of payroll, employment tax, sales tax, accounts payable, 1099s, and other bookkeeping services and can also help with training in those areas.
  • She can assist with tax notices, sales and payroll tax audits.
  • Her experience also includes church payroll.
  • She can assist with QuickBooks, Accounting CS, 1099-etc and other software programs.


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Jaimie Klawitter, CPA
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  • Jaimie graduated from University of Illinois Champaign with her Master’s Degree in Accounting and Taxation in 2011.
  • She specializes in the preparation of business, individual, trust and estate tax returns.
  • Her experience also includes financial statement preparation and business consultations.


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Cheryl Petelin, CPA
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  • Cheryl graduated from Illinois State University in December 1997 with her Bachelor’s Degree in Accounting.
  • She has 12+ years of experience in public accounting.
  • She specializes in the preparation of business, individual, trust and estate tax returns.
  • Her experience also includes financial statement preparation and review preparations.

 
 

Kristin.Clay

Kristin Clay, CPA
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  • Kristin earned her Bachelor’s Degree in Business from the University of Phoenix.
  • Her experience includes accounting and tax preparation for churches, non-profits, and clergy.
  • Her professional work involves individual, business, non-profit and clergy tax preparation, financial statement preparation, and consultations.
 

Olivia

Olivia Khouaja, CPA
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  • She graduated from Illinois State University in December 2015 with her Master’s Degree in Professional Accountancy.
  • She specializes in the preparation of business, individual, trust and estate tax returns.
  • Her experience also includes financial statement preparation and multi-state compliance.

 

 

021Anna 12.15.17FINAL cropped webAnna Falkson
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  • Anna graduated from Illinois State University with her Master’s Degree in Professional Accountancy.
  • She also graduated from University of Virginia with her Bachelor’s Degree in Astronomy with a minor in Mathematics in 2011.
  • She has been at Insight CPAs since 2012.
  • She works with a wide variety of clients on tax return preparation, compilation of financial statements, payroll, sales tax, payroll training, and other bookkeeping services.
  • She is well-versed in QuickBooks, QuickBooks Online, and Xero software programs.

 

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Chris Knab
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  • Chris graduated from Illinois State University in 2010 with a Bachelor’s Degree in Business Administration.
  • He will graduate in May 2018 with a second Bachelor’s Degree in Financial Accounting.
  • He is preparing to take the CPA exam soon.

 

 

This email address is being protected from spambots. You need JavaScript enabled to view it.Jared Nicholas
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  • Jared is currently enrolled as an accounting major at Southern Illinois University in Carbondale and is pursuing his Master of Accountancy in Taxation and CPA.
  • At SIU, he is a co-chair of the on-campus Volunteer Income Tax Assistance program.
  • He has spent three years as a part-time employee.
  • He has experience in the preparation of payroll tax returns, financial statements and income tax returns.

 

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Renee Rice
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  • Renee joined the firm in 2011.
  • She assists in the office services department.
  • She specializes and provides training in the preparation of payroll, payroll tax, sales tax, accounts payable and accounts receivable.

 

 

 

028Laurel 12.15.17FINAL cropped webLaurel Schulz
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  • Laurel will graduate from Illinois State University with her Bachelor’s and Master’s Degrees in Professional Accountancy and minor in Financial Planning in May 2019.
  • She has worked at Insight since 2016.
  • She assists with individual client’s bookkeeping needs, tax returns, company payroll tax returns, and financial statement preparation.

 

 

074Amy 12.15.17FINAL cropped webAmy Matich
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  • Amy graduated in May of 1993 from Eastern Illinois University with a Bachelor of Science Degree with a concentration in Hospitality Services.
  • She joined the firm in February 2011 as an Administrative Assistant
  • She has 20+ years of customer service experience.

 

 

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Jess Utter
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  • She joined the firm in 2016 as an Administrative Assistant.
  • She has 10+ years of customer service and administrative experience.

 

This type of service is performed for many reasons, using judgment and experience as it is not an exact science.
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We offer services that support the work of attorneys involved in these types of cases. » read more

We use our services to assist in the determination of whether criminal matters have occurred. » read more