Big-firm expertise. Boutique attention.
We act as a partner who sits on your side of the table. We combine deep industry experience with modern technology to build financial structures that scale with you.
Years of strategy
Bringing big-firm financial leadership and expertise to organizations that rarely get it.
Core focus areas
We work with startups, nonprofits and small businesses, and nothing else.
Digits Certified, Level III
Recognized by Digits for delivering AI-native, real-time accounting.
The principles that guide our craft.
Here is the code we use to lay that groundwork.
We protect legacies.
We treat your resources with the same care and rigor as our own, ensuring every dollar supports your goals.
Built to fit you.
Rather than a one-size-fits-all model, we custom build financial processes that fit the unique contours of your organization.
We respect your time.
We use the best tools available, including AI and automation, to deliver faster insights and cleaner data than traditional firms.
Partnering with you to build the solution.
Oversight
High-level leadership and proactive advice to guide your major decisions, without the overhead of a full-time executive.
Faster insights
Real-time books in Digits and clear dashboards give you visibility into your numbers when you need it.
Tailored financial roadmaps
We select and configure the right tools for your needs, so expense tracking, reporting and data flow run smoothly.
Scalable systems
From startup chaos to established stability, our systems adapt as your organization grows.
Meet The Financial Smith.
The Financial Smith was founded on a simple premise: startups, nonprofits and small businesses deserve the same high-level strategy as major corporations.
Kisean brings an entrepreneurial mindset to finance, and deep problem-solving expertise to financial solutions that clients value and trust.
Let’s talk about where you’re headed.
Start with a free 15-minute consultation with a CPA.
Book a free consultation