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About
Accounting And Tax Experts! At KFN Accounting & Financial, LLC, we are a dedicated team of CPAs, seasoned consultants, and entrepreneurs committed to bringing integrity and honor back into business. Our firm takes a tailored approach, utilizing deep expertise across multiple industries to address your unique financial and operational needs.
Founded with the goal of offering comprehensive Accounting, Tax Preparation, Tax Planning, CFO services, and Business Consulting to small and medium-sized businesses, we recognize that every dollar matters. Our mission is to optimize your financial resources so you can focus on what you do best—running your business efficiently and successfully.
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Frequently asked questions
What is your typical process for working with a new customer?
First, we would start with an introduction call (or zoom meeting) so that you can learn more about what services my firm offers and if we both find it would be a good fit. The next step depends on which services, Accounting, Bookkeeping, Business Consulting, Start-up Advisory, Outsources CFO, Financial Molding or forecasting, or Tax Services,
What education and/or training do you have that relates to your work?
I am a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and Quickbooks Pro Advisor. I have a Bachelor of Business Administration (BBA, Accounting and Finance) and a Master's degree, in Accounting from Drake University. I've worked for top-tier Accounting and Consulting firms for 15 years proving accounting, financial, and business consulting services for a wide range of industries, from startups to publicly traded companies.
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing depends on many factors. Which services you are requesting and what is the scope of the engagement. My prices are fair and you, feel free to reach out to any of my reviewers.
How did you get started in this business?
From my education and experience working for top-tier consulting firms.
What types of customers have you worked with?
We are an intimate group of business professionals with both academic and professional experiences. Our team members are knowledgeable and passionate about the services we provide. Our team is client-focused and brings together expertise across different areas of business necessity to create a personalized approach to your unique challenges.
Describe a recent event you are fond of.
Instead of describing one particle project, I simply say that a very high percentage of my clients are repeat clients or retain me and my firm on a monthly basis.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure to have an introduction call to learn more about the company or person and perform a Google search.
What questions should customers think through before talking to pros about their needs?
1. What can you tell us about your business? 2. What is your business entity? 3. Do you have payroll? 4. Do you have inventory? 5. How many accounts do you have? 6. Are your tax returns current? 7. Do you report sales tax? 8. Do you have any plans to expand or scale back operations? 9. How do you define success? 10. What’s one thing about your business you’re most proud of? 11. If you could solve one challenge, what would it be? 12. How is your workforce performing? 13. Are you having any regulatory challenges? 14. What is your debt-to-equity situation? 15. How have your investment and retirement portfolios performed relative to the market? 16. Are you up-to-date on changes in local tax laws? 17. How do you think we can add value to your company? 18. Are you interested in cross-referral opportunities? 19. Why are you changing firms? 20. Can you name a few strengths your previous firm has? 21. How could your former firm have improved its service?