Call to ask any question  (312) 315-0769

Joseph Kennedy II
(Chairman and founder)
About Us

We are here to manage your finance with experience

  • Business & Church bookkeeping services – Rates $25 to $45 /Hour based upon need. Fixed payment options are available.
  • Financial Management Control System Consulting.
  • Business Plan Development Guidance Coaching w/ SBA emphasis if needed.
  • Financial Snapshot Review and Diagnostic Advisement.
  • Loan Packaging Guidance and Coaching.
  • Cost Center Management Assistance – Weekly and Monthly. Comparatives with either available Cash or Budget Categories.
  • Weekly Bank Reconciliation for Cash Positioning Determination.
Services We Deliver

Our Featured Services

Accounting Services

This can help you keep within your budget, and even increase your savings.

Financial Consulting

Financial reporting is important for management to make informed business decisions.

Coaching in Access to Capital

Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.

Important Information Aides

Auditors protect the public from investing in companies that use corrupt business practices or that attempt to defraud investors.

Services We Deliver

Our Featured Services

Manage Investment

This can help you keep within your budget, and even increase your savings.

Financial Report

Financial reporting is important for management to make informed business decisions.

Financial Plan

Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.

Audit & Assurance

Auditors protect the public from investing in companies that use corrupt business practices or that attempt to defraud investors.

Profit Planning

This can help your team decide on improving cost efficiency and closing up the gaps.

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Access to Capital

Business Financing up to $5 Millions

  • Low-cost Non-SBA Financing up to $350K
  • SBA 7A and SBA (Commercial Real Estate Financing) from $500K to $5 Million.
  • We will assist you in the application process from Start to Funding.

Healthy Credit = Healthy Business

  • Are you attaining and maintaining a healthy credit profile?
  • We can provide resources for you to achieve this and stay there.
Free Articles and Templates

All available on request

  • Why Cash is King and Queen
  • Making a good first impression in those business lender appointments.
  • Single-page business plan w/an imbedded 5-year trend template.
  • Weekly Flash financial status report.
  • What is a FICO score and how you can improve it?
  • What is a SBSS score and how you can improve it?

Looking for an Expert Financial Consultant?

We’ve helped over 350 businesses American-wide to better manage their financial and administrational workflow.

Technology solutions

Latest News & Blog

"For upcoming, Podcasts, Publications, Articles, and Speaking Engagements"

Discover Our Company

Bring A New Experience To Your Investment

Innovation increases your chances to react to changes and discover new opportunities. It can also help foster competitive advantage as it allows you to build better products and services for your customers

Improve Customer Service

Loyal customers provide positive endorsements and good online reviews that can help businesses strengthen their brand.

Keep in Contact with Current Customers

Your customers are your business's most valuable assets and should be treated accordingly.

Solution Financial For Good Startup

Proper planning and cash management ensure that business funds are not wasted on initiatives with a poor return on investment.

Provide Information on Product & Services

This is important in order to maintain a sale and prevent the customer from leaving.

Broaden Your Customer Base

Your customer base will be the key to your brand's success, so learning about it and strategizing early in your business' lifecycle is essential.