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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.

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Companies who use us

Fractional CFOs & Accountants
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Small & Medium Business Finance Departments
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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.

services
Fractional CFO

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

services
Financial Planning and Analysis

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.

services
Accounting Services

Designed for businesses who are just looking to make sure their following best accounting and bookkeeping processes.

Services offered per package

Service Offering
Fractional CFO
Financial Planning and Analysis
Accounting
Value to You
Re-engineering financials
We’ll do a deep dive of your business’s finances and apply our best practices to ensure you’re doing proper reconciliations, all of your transactions are being categorized correctly, properly prepare your business for taxes and more.
Virtual 
Check-ins
Unlimited
Up to 4
Up to 2
Dedicated time for our team to hop on a call with you and your team to discuss updates, performance, scenario planning and more.
Dashboard and Reporting
We’ll provide your team with analytics and reporting for your business via our software platform and other sources.
Financial Analysis
We’ll do an analysis of your business’s 3 financial statements to find inefficiencies and areas for growth.
Risk Management
We’ll reduce your business’s risk through financial analysis and recommendations.
Pricing Analysis
Our fractional CFO will do a deep dive of your pricing strategy to provide recommendations on adjustments.
Strategic Planning
Our fractional CFO will create long term financial models that take into account historical data and future considerations such as expansion and new product lines.
CFO
Your dedicated fractional CFO that will partner with your leadership team to support your business to overcome poor cash flow, increase profitability, and work with investors on capital planning.
Who we are
Who we are

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.

Who we work with
Who we work with

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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What we do
What we do

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

translate complex financial data

We help translate complex financial data into easy to understand concepts.

We want to ensure that you're always in the best possible financial shape to achieve your goals.

cutting-edge technology

We use cutting-edge technology to provide real-time insights into your financial health.

Above all, our focus is on you – helping you stay focused on your core business while we take care of the finances.

Kordis

Choosing Kordis means choosing a blend of cost-effectiveness, flexibility, and expertise.

Our services can be customized to fit your unique needs, whether you need us for a specific project or for ongoing financial management.

growing

Plus, as you grow, we'll scale our services to meet your evolving needs.

When you go to raise capital or sell, your finances & accounting won’t be your problem.

Check out what our current clients are saying

"We have had the pleasure to work with Devin & the Kordis team for quite some time now and it has been nothing but a pleasure. Outside of talented gift with numbers and models, Devin himself is also a special individual that you will thoroughly enjoy having by your side."

Remedy Place Executive Team
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"We have had the pleasure to work with Devin & the Kordis team for quite some time now and it has been nothing but a pleasure. Outside of talented gift with numbers and models, Devin himself is also a special individual that you will thoroughly enjoy having by your side."

Lili Invests on YouTube
Testimonial

“Our executive team talks all the time about how lucky we are to have Devin and the team running our finance division. It was evident to our board members immediately the level of knowledge and comfort around all the aspects of our accounting and finance.”

PubKey Team
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“Our executive team talks all the time about how lucky we are to have Devin and the team running our finance division. It was evident to our board members immediately the level of knowledge and comfort around all the aspects of our accounting and finance.”

Trey Laird, Chairman
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“FWIW I work with Devin in one of my opco investments and I cannot overstate how great he is, especially if the existing state of the books is horrible .”

Zach Ware, Chief Financial Officer
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"We have had the pleasure to work with Devin & the Kordis team for quite some time now and it has been nothing but a pleasure. Outside of a talented gift with numbers and models, Devin himself is also a special individual that you will thoroughly enjoy having by your side."

Remedy Place Executive Team
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"I’ve been extremely impressed with the high quality of CFO work that Dillon does and the service at Kordis. He is very responsive, professional and has a great attitude. He’s helped clean up our books and created financial models that have allowed us to secure additional funding for the company. I have already given him a few projects and recommended to friends and family. 5 stars!!! "

Dr. Jonathan Fields of CR8 Health
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"Being a first-time business owner and learning as I go, Josh and John have been invaluable as I navigate how to strategically align my practice to be sustainable and profitable. When an opportunity came to sell my practice, they immediately pivoted and swiftly helped me navigate the acquisition process and have been a priceless resource! Not only are they knowledgeable, but equally personable and easy to work with. Looking back, my only regret is not having found them sooner!"

Meghann Derosier, DO
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"The Kordis Team provided outstanding financial modeling and analytical expertise. They rapidly understood our industry, provided insightful recommendations, and delivered an excellent investor model and materials. They felt like a true extension of our team - responsive, collaborative, and committed to our success. Their technical skills and partnership approach delivered tremendous value."

Dave Blanke - CFO
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Our team is powered by our own proprietary software

Built with the guidance of our Fractional CFO Team
to service our clients
Real Time Dashboard
TRACK KEY METRICS

Track KPIs in Real Time with our Dashboard

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Analyze KPIs via easy to read graphs
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Track performance against different financial plans
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View your Cash Runway
Key Performance Metrics
Track Progress
EASY TO USE

View your Performance against your Plans

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Say goodbye to opening bulky Excel spreadsheets to see performance against your model
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Our software rolls your data forward automatically so that we’re always tracking progress against our financial plans
Simple Forecasting Analysis
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Analyze Performance
QUICK TO SETUP

Build Custom Data Visualizations

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Ability to build custom graphs and charts
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Leverages data from a variety of sources
Business Performance

Plans & Pricing

Monthly
Yearly
Services + Software
Software Only
$32 /month
Basic

Advanced tools to take your work to the next level.

Multi-step Zaps
Unlimited Premium Apps
50 Users team
Shared Workspace
$99 /month
Company

Automation plus enterprise-grade features.

Multi-step Zaps
Unlimited Premium Apps
Unlimited Users Team
Advanced Admin
Custom Data Retention
$64 /month
Professional

Advanced tools to take your work to the next level.

Multi-step Zaps
Unlimited Premium Apps
50 Users team
Shared Workspace
$24 /month
Basic

Advanced tools to take your work to the next level.

Multi-step Zaps
Unlimited Premium Apps
50 Users team
Shared Workspace
$89 /month
Company

Automation plus enterprise-grade features.

Multi-step Zaps
Unlimited Premium Apps
Unlimited Users Team
Advanced Admin
Custom Data Retention
$54 /month
Professional

Advanced tools to take your work to the next level.

Multi-step Zaps
Unlimited Premium Apps
50 Users team
Shared Workspace
$32 /month
Basic

Advanced tools to take your work to the next level.

Multi-step Zaps
Unlimited Premium Apps
50 Users team
Shared Workspace
$99 /month
Company

Automation plus enterprise-grade features.

Multi-step Zaps
Unlimited Premium Apps
Unlimited Users Team
Advanced Admin
Custom Data Retention
$64 /month
Professional

Advanced tools to take your work to the next level.

Multi-step Zaps
Unlimited Premium Apps
50 Users team
Shared Workspace
$24 /month
Basic

Advanced tools to take your work to the next level.

Multi-step Zaps
Unlimited Premium Apps
50 Users team
Shared Workspace
$89 /month
Company

Automation plus enterprise-grade features.

Multi-step Zaps
Unlimited Premium Apps
Unlimited Users Team
Advanced Admin
Custom Data Retention
$54 /month
Professional

Advanced tools to take your work to the next level.

Multi-step Zaps
Unlimited Premium Apps
50 Users team
Shared Workspace

Our Team

No more excel or spreadsheets. Kordis uses a decision tree to help guide you through forecasting, removing the need for complicated formulas or linking

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FAQ's

Do you provide software + service or just software?

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

Do you do accounting cleanup?

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.

What types of companies do you work with?

We work with pre-revenue startups to $50m businesses.

What if we have a finance team?

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.

What if we don’t have a finance 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.

How do you price engagements?

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.

Are there any setup fees?

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.

How do I connect with my Kordis team?

We communicate with clients via email, calls, text, and Zoom.

What is onboarding like?

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

What if we are not using Quickbooks online?

All good. We’ll lead the migration effort.

Why use QuickBooks?

Kordis does all of its bookkeeping in QuickBooks Online because it offers a number of advantages:

  1. 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.

  2. 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.

  3. 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.

If I’m on Xero, can you migrate me from Xero?

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.

What does the process for Kordis CFO Services look like?

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.

What industries does Kordis work with?

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.

What makes Kordis different from competitors?

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.

What industries does Kordis work with?

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.

What does the process for Kordis CFO Services look like?

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.

If I’m on Xero, can you migrate me from Xero?

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.

Why use QuickBooks?

Kordis does all of its bookkeeping in QuickBooks Online because it offers a number of advantages:

  1. 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.
  2. 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.
  3. 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.

What if we are not using Quickbooks online?

All good. We’ll lead the migration effort.

What is onboarding like?

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

How do I connect with my Kordis team?

We communicate with clients via email, calls, text, and Zoom.

Are there any setup fees?

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.

How do you price engagements?

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.

What if we don’t have a finance 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.

What if we have a finance team?

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.

What types of companies do you work with?

We work with pre-revenue startups to $50m businesses.

Do you do accounting cleanup?

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.

Do you provide software + service or just software?

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