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Your on-demand CFO at a fraction of a cost
We're Kordis, your dedicated partner for end-to-end accounting and financial services.
We offer Big 4 quality accounting & finance at a fraction of the cost.
Companies who use us
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Our different service packages are designed for startups and SMBs struggling to find the time and expertise to properly manage their finances. We offer three ranges of services listed below.
Our premier service offering. We’ll match you with one of our fractional CFOs to be your dedicated partner in moving your business towards financial Success
We’ll do a deep dive of your historical financials and provide recommendations to optimize your business. We’ll also develop a variety of financial plans for your business that cover different scenarios such as growth, investment, and hiring.
Designed for businesses that are just looking to make sure they are following the best accounting and bookkeeping processes
Thinking of selling your business? Our expert team is here to ensure you secure the best deal. From valuation to negotiations, we guide you every step of the way, offering top-tier insights and tailored recommendations to maximize your return and streamline the entire process. Let us help you sell with confidence and success.
If you’re looking to acquire a business but unsure of how to perform proper due diligence, we can help. Our staff will provide clear financial analysis, identify key risks, and uncover growth opportunities for the target business ensuring you make informed decisions with confidence. Let us guide you through the process and set you up for long-term success.
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Services offered per package
Kordis services
We're here to be your fractional CFO, providing you with access to the right financial expertise when you need it.
Our services range from financial statement preparation, cash flow management, to M&A/capital raise preparation.
Our goal is having your accounting & finances to a level of detail as if you were about to sell your company.
We partner with businesses of all sizes, from pre-revenue startups to companies generating $50m in revenue.
Whether you have an existing finance team that needs a little extra support, or if you're starting from scratch, we're here to fill the gaps and streamline your financial operations.
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We offer white glove service for your accounting & finance needs.
We help businesses at all stages of growth with their financial strategy and management.
For startups, we assist in setting up solid financial foundations.
Mature businesses can count on us to optimize their operations for maximum profitability.
In your growth phase, we'll manage complex finances and identify expansion opportunities.
And, when you're ready to exit, we'll prepare you for M&A due diligence.
Why we’re different from our competitors
Our team has years of experience working with C-Suite executives, doing large capital raises, working on complex M&A deals, and developing financial planning/analysis software
You’ll get a dedicated Point of Contact, and won’t be passed around a team or office
We don’t bill for every hour we work. We’re here to partner and drive success for your business.
Check out what our current clients are saying
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Our team is powered by our own proprietary software
to service our clients
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Track KPIs in Real Time with our Dashboard
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View your Performance against your Plans
Build Custom Data Visualizations
Plans & Pricing
Advanced tools to take your work to the next level.
Automation plus enterprise-grade features.
Advanced tools to take your work to the next level.
Advanced tools to take your work to the next level.
Automation plus enterprise-grade features.
Advanced tools to take your work to the next level.
Advanced tools to take your work to the next level.
Automation plus enterprise-grade features.
Advanced tools to take your work to the next level.
Advanced tools to take your work to the next level.
Automation plus enterprise-grade features.
Advanced tools to take your work to the next level.
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FAQ's
If you DO have a finance team
We recommend using the Kordis platform with our fractional CFO team as ad-hoc support
If you DON'T have a finance team
Our fractional CFO, bookkeeping team and Kordis platform can fill this void
Prior to pulling clients data into our software, we work with them to ensure their books are clean and will do an initial cleanup.
In order to best utilize the Kordis platform to make better decisions, it's important we have timely and accurate data from Quickbooks.
We work with pre-revenue startups to $50m businesses.
For companies that have an accounting and finance function the Kordis team + software act as an extension of the team and can fill in any missing pieces or supplement the existing team.
For clients that don’t have a finance team, we fill that void doing all of the accounting, invoicing, paying vendors, to CFO level analysis, modeling, and meetings.
We utilize retainer vs. hourly pricing. This approach ensures work is performed with success in mind, and without either party compelled to manage the clock on a month-in month-out basis.
Yes. There is a cleanup fee and if you’re interested in connecting a new system (non-financial) to the Kordis software there is an integration fee.
We communicate with clients via email, calls, text, and Zoom.
Our teams work hard to get caught up with your existing processes. We conduct a deep dive of your financial statements and chart of accounts to make sure we’re getting started on the right foot. Depending on the quality of the underlying financials, we’re cleaning them up and working with you to ensure the financials are segmented properly to make data-driven decisions. After this, we link your books to the Kordis software, walk-through how to use the software, and help you set up various forecast scenarios in Kordis
All good. We’ll lead the migration effort.
Kordis does all of its bookkeeping in QuickBooks Online because it offers a number of advantages:
Seamless tax prep. Virtually every tax preparer in the US knows how to work with QuickBooks. You’ll have the freedom to choose any tax preparer you want.
Industry standard. In addition to tax preparers, most other financial professionals (e.g., attorneys, bankers, and venture capitalists) all know how to work with QuickBooks. Again, this gives you the most freedom when making financial decisions.
Data portability. QuickBooks means you’re not locked in. If you ever decide to move on from Kordis, your data goes with you, in a format that is immediately useful.
Yes, we can help you transition your books over to QBO. As part of our onboarding process, we’ll make monthly journal entries in Quickbooks from your monthly account totals in Xero (for both the balance sheet and the P&L/income statement) going back to the beginning of the year.
Get started by booking a call here to discuss what fits your business needs and answer any questions. After you sign up, our CFO team will further scope out the details of supporting your financial needs and timelines during a kickoff call. Our goal is to deliver robust financial analysis and expert support to unlock growth for your business. For more details on our CFO Services, see here.
With a few exceptions, we are industry agnostic. We have strong presence in startups, manufacturing, distribution, warehousing, construction, consulting/B2B services, financing, technology and Saas platforms, medical practices, landscape services/products, automotive shops and car dealerships. And this is only a few of the industries we have expertise in. Industries that we avoid are: public companies, heavily regulated industries and hospitals.
Our CFO team consists of former CFO’s, investment bankers, M&A financial consultants, etc. As such, we pride ourselves on over-delivering and an attention to detail that we call “built to sell”. Whether you plan to raise capital or sell your business one day, you will likely have a buyer and their consultants analyzing your business with a fine tooth comb. Having experience with this,we know what to look for, what to fix, and how to tell the best financial story. Additionally, our accounting team is ALL US based.
With a few exceptions, we are industry agnostic. We have strong presence in startups, manufacturing, distribution, warehousing, construction, consulting/B2B services, financing, technology and Saas platforms, medical practices, landscape services/products, automotive shops and car dealerships. And this is only a few of the industries we have expertise in. Industries that we avoid are: public companies, heavily regulated industries and hospitals.
Get started by booking a call here to discuss what fits your business needs and answer any questions. After you sign up, our CFO team will further scope out the details of supporting your financial needs and timelines during a kickoff call. Our goal is to deliver robust financial analysis and expert support to unlock growth for your business. For more details on our CFO Services, see here.
Yes, we can help you transition your books over to QBO. As part of our onboarding process, we’ll make monthly journal entries in Quickbooks from your monthly account totals in Xero (for both the balance sheet and the P&L/income statement) going back to the beginning of the year.
Kordis does all of its bookkeeping in QuickBooks Online because it offers a number of advantages:
- Seamless tax prep. Virtually every tax preparer in the US knows how to work with QuickBooks. You’ll have the freedom to choose any tax preparer you want.
- Industry standard. In addition to tax preparers, most other financial professionals (e.g., attorneys, bankers, and venture capitalists) all know how to work with QuickBooks. Again, this gives you the most freedom when making financial decisions.
- Data portability. QuickBooks means you’re not locked in. If you ever decide to move on from Kordis, your data goes with you, in a format that is immediately useful.
All good. We’ll lead the migration effort.
Our teams work hard to get caught up with your existing processes. We conduct a deep dive of your financial statements and chart of accounts to make sure we’re getting started on the right foot. Depending on the quality of the underlying financials, we’re cleaning them up and working with you to ensure the financials are segmented properly to make data-driven decisions. After this, we link your books to the Kordis software, walk-through how to use the software, and help you set up various forecast scenarios in Kordis
We communicate with clients via email, calls, text, and Zoom.
Yes. There is a cleanup fee and if you’re interested in connecting a new system (non-financial) to the Kordis software there is an integration fee.
We utilize retainer vs. hourly pricing. This approach ensures work is performed with success in mind, and without either party compelled to manage the clock on a month-in month-out basis.
For clients that don’t have a finance team, we fill that void doing all of the accounting, invoicing, paying vendors, to CFO level analysis, modeling, and meetings.
For companies that have an accounting and finance function the Kordis team + software act as an extension of the team and can fill in any missing pieces or supplement the existing team.
We work with pre-revenue startups to $50m businesses.
Prior to pulling clients data into our software, we work with them to ensure their books are clean and will do an initial cleanup.
In order to best utilize the Kordis platform to make better decisions, it's important we have timely and accurate data from QuickBooks.
If you DO have a finance team
We recommend using the Kordis platform with our fractional CFO team as ad-hoc support
If you DON'T have a finance team
Our fractional CFO, bookkeeping team and Kordis platform can fill this void
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