CFO Advisory Services

Our CFO Advisory Services implements us to work closely with you throughout the operational cycle of your business. We help companies who prefer to outsource their CFO services to a third party professional firm. By outsourcing these services to us, your company will benefit from efficient and reliable CFO services at typically lower costs then hiring a CFO and staffing an accounting department. Services may include capital preservation and cost containment strategies, reduce or renegotiate debt, manage operational and financial change, and reorganize operations to increase efficiency and drop more money to the bottom line.


Financial Advisory Services

K.A.D. was created to strive to be a great asset to our clients. We offer financial consulting to implement plans which are designed to help our clients grow, protect and conserve their wealth. Our knowledge of our client’s unique tax situation has allowed us to design financial programs that match their goals. As your financial professionals, we will do everything in our power to keep you focused on your goals and advise you on how to get there

Our Financial Services Include:

  • Tax Planning
  • Business Planning
  • Forecasting & Budgeting
  • Real Estate Investment Planning

Business Management Services

KAD offers immediate solutions to your company’s operational challenges by implementing and maintaining a full business management system. From accounting, to vendor relations, payroll and authority reporting, we understand the business requirements of your industry and will add value as soon as we begin.

Situations where outsourcing can benefit your business include:

  • Current staff needs to focus on selling and operating your business
  • Strategic decision analysis
  • Rapid business growth has overwhelmed current staff
  • Turnover and downsizing has left staffing gaps
  • Assistance with special projects
  • Reorganizations
  • Employee skill gaps
  • Independent assessments and accounting research
  • Inability to report results and explain financial position
  • Errors and restatements
  • Poor financial planning, analysis and decisions
  • Poor cost controls
  • Significant deficiencies