Your on-demand CFO at a fraction of the 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.

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

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.

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

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.

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.

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.

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.

What our customers 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

"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

“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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Zach Ware, Kollective
Zach Ware, Kollective
Chief Financial Officer

 "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."

Trey Laird, AARMY
Trey Laird, AARMY
Chairman

 “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.”

Remedy Place Executive Team
Remedy Place Executive Team

 "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."

Get a simple and complete snapshot of your finances 24/7

QUICK TO SETUP

We remove all the friction

Personal 1 on 1 support from our team.

We will build you a custom financial model for your business or get your current model onto our platform in 1 day at no charge.

TRACK KEY METRICS

Analyze the KPI’s that matter for you, investors and acquirers in seconds.

Track cash flow trends
Scenario planning
Analyze KPIs weekly via charts & graphs
Cash runway and cash burn
Track profitability
Analyze trends
P&L, balance sheet, and cash flow statement
EASY TO USE

Simple Forecasting

No more excel or spreadsheets.

Kordis uses a decision tree to help guide you through forecasting, removing the need for complicated formulas or linking

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

Devin O'Brien
CEO & Founder
Chris DiFalco
Co-founder & Finance Lead
Alex Meyers
CTO & Co-founder
Josh Thompson
COO & Co-Finance Lead
Dillon Warzala
Co-Finance Lead
Devin O'Brien
CEO & Founder
Chris DiFalco
Co-founder & Co-Finance Lead
Alex Meyers
CTO & Co-founder
Josh Thompson
COO & Co-Finance Lead
Dillon Warzala
Co-Finance Lead
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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

Make smarter decisions

Understand your business inside-out.
The power of elite accounting firms at a fraction of the cost, available to you 24/7

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