Personal Financial Support. Year-Round Guidance.
InstAdvisory was created to provide individuals and business owners with a more personal, consistent approach to taxes and financial support.
Whether you need help preparing a tax return, organizing your personal finances, managing the financial side of a business, or planning for what comes next, our goal is to make the process easier to understand and provide dependable support throughout the year.
Tax • Bookkeeping • Payroll • Consulting
Kerynn Annette Geer
Founder & Lead Advisor | InstAdvisory
Hi, I’m Kerynn Geer, founder of InstAdvisory.
I built InstAdvisory around something I believe is important: clients should know who they’re working with, understand what’s happening with their finances, and have someone they can actually reach when questions come up.
My experience includes tax preparation, QuickBooks Online, bookkeeping, payroll, financial reporting, budgeting, and financial support for both individuals and businesses.
Some clients simply need help preparing their taxes or getting their personal finances more organized. Others need year-round support managing the financial side of a business. InstAdvisory is designed to provide the level of support that makes sense for each client.
Why I Built InstAdvisory
I’m a business owner myself, so I understand how much goes into managing a business while also trying to maintain a life outside of it.
Freedom and flexibility are extremely important to me, especially while raising a family and managing multiple businesses. I know how valuable it can be to have the right systems and dependable financial support in place so you can spend less time worrying about the numbers and more time focusing on your business, your family, and the things that matter most to you.
I also have a strong passion for tax preparation and planning because taxes can be confusing and intimidating for a lot of people.
Many people only think about taxes when it is time to file, but financial decisions throughout the year can affect the return. Starting a business, becoming self-employed, getting married, buying or selling a home, owning rental property, receiving an inheritance, having a child, or experiencing other major life changes can all create tax questions.
My goal is to help clients understand what applies to their situation, keep the right information organized, identify deductions and credits they may be eligible for, and make sure their returns are prepared accurately and properly.
The IRS and tax rules can feel overwhelming. I want clients to have someone they feel comfortable calling when they are unsure what to do — not just at tax time, but throughout the year.
That same philosophy carries into the business side of InstAdvisory. I enjoy supporting other business owners, especially local businesses, by helping them understand their finances, stay organized, plan ahead, and build systems that give them more freedom to focus on running and growing their business.
InstAdvisory is ultimately about giving people better information, dependable support, and someone they can turn to when financial or tax questions come up.
Credentials & Experience
- Bachelor’s degree in Business Finance with a Minor in Accounting
- 20+ graduate-level credit hours in Accounting
- Providing professional tax preparation services since 2022
- Active IRS PTIN holder
- Currently completing the IRS Annual Filing Season Program (AFSP)
- Currently working toward becoming an Enrolled Agent (EA)
- Certified QuickBooks ProAdvisor with experience in QuickBooks Online, bookkeeping, payroll, tax preparation, financial reporting, budgeting, and business financial management
Professional development is an ongoing priority as InstAdvisory continues expanding its tax preparation, planning, and year-round financial services.
What We Offer
InstAdvisory provides services for both individuals and businesses across four primary areas:
Tax Preparation & Planning
Bookkeeping & Financial Management
Payroll & Business Compliance
Business Consulting & Outsourced CFO
Real Support from a Real Person
Financial support should not feel distant or impersonal.
At InstAdvisory, you have a real person you can reach when questions come up, and we can work together in the way that makes the most sense for you.
Support is available:
Some clients may only need us once a year for tax preparation. Others may want help organizing personal finances or ongoing support throughout the year.
Either way, the goal is the same: clear communication, dependable service, and financial information you can actually understand and use.
Experience Across Different Clients & Industries
InstAdvisory works with individuals, self-employed clients, property owners, and businesses across a variety of financial situations.
Our business experience spans industries including medical and specialty practices, construction, retail and e-commerce, restaurants, real estate and rental property, architecture and design, professional services, and other small and family-owned businesses.
No two clients are exactly alike.
For individuals, that means taking the time to understand their tax situation, finances, and goals.
For businesses, it means understanding how the business operates and providing financial support that fits its needs.
We believe financial services should fit the client — not the other way around.
