Kinetic CFO

Financial Clarity. Forward Momentum.

Certified public accountant in Great Neck, NY (show on map)

5.0

★★★★★

71 reviews

Virtual Accounting, Fractional CFO, and Tax Services for high-growth businesses.

Call (212) 601-2618

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About

Through embedded expertise across accounting, financial planning and analysis, and tax compliance, we provide the clarity and confidence you need to grow faster and smarter.

Tech-forward financial support

Bespoke, hands-on financial leadership

Intentional partnership approach

Entrepreneurial founder perspective

Services

Virtual Accounting

Day-to-day financial operations with precision and consistency.

Cloud-based systems 50% cost savings Improved visibility

Fractional CFO

Hands-on financial strategy for forecasting, budgeting, cash flow management, and KPI planning.

Strategic roadmap for sustainable growth Support for funding and critical decisions

Tax Planning & Compliance

Proactive tax management to minimize risk and maximize savings.

Year-round monitoring of tax laws Proactive planning to avoid surprises

Credentials & Certifications

Big Four accounting background

Entrepreneur with multiple ventures

Reviews

Rating

★★★★★

Reviews

"Great accountant and highly knowledgeable."

Frequently Asked Questions

What exactly is a virtual/fractional CFO? +

A seasoned financial executive providing high-level financial strategy, reporting, forecasting, and guidance at a fraction of the cost of a full-time CFO.

How is a virtual/fractional CFO different from a full-time CFO or a bookkeeper? +

A bookkeeper manages day-to-day transactions; a controller ensures accurate reporting and compliance; a CFO (virtual or full-time) focuses on strategic planning, cash flow, pricing, and fundraising.

How do I know that I need your services? +

You likely need Kinetic CFO if you're growing quickly but lack financial visibility, need help with budgeting or investor reporting, or feel unsure about cash flow, pricing, or profitability.

What types of services do you typically provide? +

Services include financial modeling, forecasting, cash flow planning, strategic planning, profitability analysis, monthly close oversight, fundraising support, systems optimization, and tax compliance.

How much does a virtual/fractional CFO cost, and what are your pricing structures? +

We offer monthly retainers starting at a few thousand dollars per month, tailored to the level of support needed.

How do you ensure data security and confidentiality when accessing our financial information remotely? +

We follow industry best practices including encrypted file sharing, secure cloud-based systems, strict access controls, and confidentiality agreements.