Financial Analysis
Your Business. Backed by CFO-Level Insight.
We provide high-level financial oversight and strategic guidance to help you run a more profitable, compliant, and forward-thinking business. Services include budgeting, forecasting, and in-depth financial analysis tailored to your operations. We ensure your books are clean, accurate, and aligned with GAAP standards, and we support HIPAA compliance where applicable.
While we don't perform formal audits, we do assist in preparing and organizing the documentation your accountant or CPA will need. This includes helping you locate and complete essential forms related to accounting, payroll, and tax filings.
Fractional CFO services are billed as needed and designed to provide the strategic financial clarity you need-without the cost of a full-time CFO.
Real Clients. Real Results.
A Decade of Trust and Transformation
Paula Cholmondeley of the Sorrel Group shares how Shayna and Kinship Strategy Group have helped her business and personal finances for over 10 years.
Monthly reviews are done in plain English to help you see progress, spot issues early, and make confident, informed choices.
Do Your Financial Reports Just Feel Like Numbers on a Page?
- Not sure what financial reports actually mean
- Reports feel overwhelming or full of jargon
- No clear picture of what’s working and what isn’t
- Goals feel vague or out of reach
Financial Clarity That Drives Better Decisions
- Monthly financial reviews explained in plain English
- See where you’re on track — and where improvements are needed
- Guidance on reaching short- and long-term goals
- Confidence to make informed, strategic decisions
- Renewed excitement about growth opportunities
