YOUR SUCCESS BEGINS WITH US

Efficient | Experienced | Affordable

Dedicated To Helping You Reduce Costs, Increase Profits

And Take The Worries Out Of Your Business Finances

Email: david@kennedyandcompanyadvisors.com

ABOUT US

At Kennedy & Company Advisors, we specialize in professional bookkeeping, accounting, and advisory services for small businesses, entrepreneurs, and organizations of all sizes. Our goal is to help business owners stay organized, financially informed, and confidently prepared for tax season, financing opportunities, or future transitions.

With years of hands-on experience, we provide dependable, affordable solutions tailored to meet your business needs — whether you’re just getting started, managing growth, or preparing for an exit.

MISSION

Our mission is to provide experienced, efficient, and affordable bookkeeping, accounting, and advisory services that support business owners at every stage. From monthly bookkeeping and cash flow management to budgeting, financial reporting, and clean-ups for tax time or exit planning — we’re committed to being a reliable partner you can count on.

VISION

Our vision is to help businesses stay financially organized, reduce stress, and make informed decisions through clear, accurate bookkeeping and advisory services. Whether you need to get your books cleaned up, prepare for tax season, plan for future financing, or maintain the value of your business for a future sale, Kennedy & Company Advisors is here to support you with dependable, customized solutions.

Our Services

Bookkeeping

We will set up or clean up your books, provide monthly financial reports, and have you tax-time ready with no surprises.

Cash Flow Management

We help you maximize cash flow and make confident, data-driven cash management decisions to keep your business running smoothly.

Budgeting & Reporting

We provide clear, timely financial reports and budgeting tools to help you plan ahead, manage costs, and make informed decisions.

Clean-Ups for Tax Time, Financing, & Exit Planning

Whether preparing for tax season, securing financing, or planning to sell your business, we’ll get your financial records organized and presentable for whatever comes next.

Contact Us

Have questions or ready to get started? Reach out today.

Phone Number

855-493-1442

Email Address

david@kennedyandcompanyadvisors.com