Schedule a Call

Business Advisory

As a business owner who has navigated the challenges of entrepreneurship, Kenny understands firsthand the importance of sound financial management in achieving business success.

Business Advisory

Kenny Zais, Founder/President, Kelitani Zais Bookkeeping & Advisory

As a business owner who has navigated the challenges of entrepreneurship, Kenny understands firsthand the importance of sound financial management in achieving business success.

Running accurate reports from best practices in bookkeeping is one thing. Understanding what it means by looking through the lens of a business owner is another. Kenny is your trusted advisor always looking to maximize profits, while helping your tax professional or CPA minimize taxes.

Here are just some high-level ways a Business Advisor can help:

Offering reliable, objective advice that goes beyond the balance sheet
There are many times a business owner can have blind spots. After all, you’re too close your business. Bringing an external business advisor can help eliminate any blind spots and biases you may have. Advisory services can you give a fresh and in-depth perspective that only an outsider can provide. This way you can identify the issues holding your business down while clearing a pathway to maximize opportunities.
Unique experience
As external advisors, we're not committed to a single company. For this reason, we can bring unique perspective and knowledge from interacting with numerous businesses in various industries. This enables us to identify any potential shortcomings while paving the way for creative solutions.
Focus on Core Business Operations
Business owners invest a significant amount of time and energy operating many facets of their business. Often times, they get dragged into the day-to-day which can get in the way of their ultimate goal – growth. No one knows your business better than you do. Hiring an advisor allows you to focus on the functions that can enable you to grow your business.
Streamline operations
Business advisory can boost the overall efficiency of your operations. A fresh unbiased perspective can identify inefficiencies and redundancies within your processes. Additionally, a diverse wealth of experience can bring practical solutions to improve performance.

Other ways advisory services contribute to efficiency include refining operational strategies, minimizing time wasted during production or service lines, and optimizing employee productivity.

Let’s Partner Together!

By partnering with us, we’ll work collaboratively to harness the power of effective bookkeeping and advisory, transforming your financial data into actionable strategies that drive growth and add value to your business.

Schedule a complimentary discovery call to see how Business Advisory Services can enhance your financial management and contribute to the overall success of your business.

Schedule a Call