Books that balance.
Decisions that compound.
KT Financial Partners provides bookkeeping, fractional CFO advisory, tax planning, and financial reporting for owner-operated businesses that need a finance function without hiring a full department.
What we handle
Engagements are scoped month to month or as a fixed project, priced around the complexity of your books, not a flat retainer.
Fractional CFO advisory
In-houseCash flow forecasting, budget-to-actual review, board and investor reporting, and strategic planning on a part-time basis.
Reporting & KPI dashboards
In-houseCustom-built dashboards and queries, not templated reports, tracking margin, cash runway, and the numbers that actually drive your decisions.
Software & ERP integration
In-houseConnecting external tools and data sources into QuickBooks Online and other ERP systems, so your reporting pulls from one clean source of truth.
Compensation design
In-houseCompensation and bonus structures, commission plans, and employment agreements that hold up as the team grows.
Bookkeeping & accounting
In-houseMonthly reconciliation, chart of accounts cleanup, accrual-basis close, and financial statements you can actually read.
Payroll administration
In-housePayroll setup, processing, and tax withholding, run and overseen directly as part of your engagement.
AP & treasury management
In-houseAccounts payable processing and cash management support, handled directly and reviewed as part of your reporting.
Tax planning & compliance
Via partner networkEntity structure review, quarterly estimates, and filings, delivered through our partner network and reviewed and signed off by our in-house CPA before anything is finalized.
How an engagement starts
Four steps from first call to your first close with us.
Intake
Share your current books, tools, and what's prompting the search.
Books review
We assess your chart of accounts, reconciliation state, and reporting gaps.
Proposal
A scoped engagement plan with clear deliverables and pricing.
Onboarding
We connect your systems, set the reporting cadence, and schedule your first close.
Who we work with
Most clients land at one of three stages. Where are you today?
No finance function yet
You're running the business on spreadsheets and bank logins, and the books need a real foundation before anything else can be built on top.
Outgrowing a bookkeeper
The basics are covered but you need forecasting, KPI reporting, and someone thinking strategically about the business, not just recording it.
Preparing for a raise, sale, or scale
You need clean, defensible financials and modeling ahead of a transaction, a fundraise, or a stretch of fast growth.
Engagement tiers
Every engagement starts with a books review, so pricing is scoped to your actual complexity, not a flat rate.
Bookkeeping
- Monthly reconciliation and close
- Chart of accounts cleanup
- Core financial statements
- QuickBooks Online setup
Advisory
- Everything in Foundation
- Cash flow forecasting
- KPI dashboards
- Monthly strategy session
Fractional CFO
- Everything in Growth
- Board and investor reporting
- Compensation design
- Transaction and raise support
Not sure which tier fits?
Common questions
Do you work with my existing bookkeeper or CPA+
What's the minimum engagement length+
What software do you work in+
Are you a CPA, or do you prepare taxes directly+
Do you work with businesses outside Georgia+
A finance partner, not a vendor
KT Financial Partners is built for businesses that have outgrown a spreadsheet but aren't ready for a full-time controller.
Our background spans both ends of that gap: enterprise finance work inside a billion-dollar company, and a VP-level finance role at a startup building the function from the ground up. That combination means we've sat on both sides of the table, in the room for board-level strategy and in the weeds of the reconciliation.
The technical side runs deep too. Our reporting isn't templated; it's built the way analytics teams build it, with custom SQL and dashboards designed around what actually drives your business, not a generic KPI list.
Every engagement starts with a review of your current books and reporting, so the plan we propose is built around where you are, not a generic package.
Start a conversation
Tell us where your books stand today. We'll follow up within one business day.