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

Book a Free Consultation

No Stress Tax Preparation

We understand how stressful tax time can be for individuals and small businesses. We can help. Put your trust in Kennedy & Company Advisors. Drop off or upload your documents and feel the stress go away.

No matter your tax challenges, leave your stress at our door.

Year Round Tax Advisory

We don’t stop at tax season. We offer ongoing guidance to help you keep more of your hard-earned money. Our services include:

● Tax planning and tax minimization

● Quarterly Estimated Taxes / State and Federal

● Business setup planning or Exit Planning

Special Discounts

We honor our seniors, active military, and veterans

with exclusive discounts.

Extra Perks

Complimentary Review of Past Returns,

and Complimentary E-Filing

Our Guarantee

If we make a mistake, we’ll cover any penalties or fees and provide amendments free of charge.

Our Clients like the way that we do business: Reviews 1,2,3

Our Process

Schedule Your Consultation

Call us or click our scheduling button to book a phone or virtual meeting to discuss your tax needs and create your personalized plan.

Send Your Documents

Upload securely through our client portal or request a free pickup within the greater Winston-Salem area.

Relax

We handle the rest. Your returns are prepared with precision, and a Refund Advance can go directly to your bank account.

Stay Tax-Savvy

We check in throughout the year to help you plan ahead and minimize your taxes.

Extra Value

Enjoy free notary services all year as part of our commitment to your peace of mind.

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.

Taxes

Accurate, compliant preparation. We get your taxes done, minimized and filed. If you can't wait, we offer fast, advanced refunds. We also offer planning to help you reduce your tax obligations throughout the year.

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.