
I help business owners ($100K-$5M) make confident, data-backed decisions through year-round bookkeeping, strategic advisory, and tax planning.
Here's what I've learned after working with 100+ businesses since 2015:
The clients who only work with me at tax time stay relatively flat year over year. They get their taxes filed, but not much changes.
The clients I work with year-round grow faster, make better decisions, and feel more confident about their business.
One grew from $492K to $603K in revenue.
Another avoided a $2,400 IRS penalty by staying current.
Another realized she could afford to hire when she didn't think she could.
That's why I focus on year-round advisory partnerships.
I spent a decade in Fortune 500 corporate finance, managing operations for large enterprises. I saw firsthand how access to financial clarity and strategic guidance helps businesses make better decisions. Small business owners didn't have that same access. That was the gap I built Magista Advisory to fill.
I don't just record transactions or file taxes. I help you understand what your numbers mean, identify opportunities you're missing, and make better decisions about hiring, pricing, growth, and investments. I explain what changed, why it matters, and what you should do about it. Fortune 500 thinking for small business budgets.
✓ Your books will always be current and accurate
✓ You'll understand what your numbers mean
✓ You'll make confident, data-backed decisions
✓ You'll have a strategic partner who knows your business
If you're tired of flying blind with your business finances and you want a strategic partner who helps you grow with confidence, let's talk.
Email: luisa@magista.us
Phone: (678) 400-3232
Magista Advisory
3675 Crestwood Pkwy, Suite 400, Duluth GA 30096, USA
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