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Strategic Financial Partners

Proactive, tech-forward financial

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financial support

built to scale.

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Meet Joey

Financial guidance should do more than keep a business running.

 

I started my career in the world of Big Four accounting, where I gained solid foundational knowledge and practical skills. While this work served a broad client base, I identified a clear opportunity to offer bespoke, hands-on financial leadership that serves the unique needs of high-growth business and how they scale.

 

Kinetic operates differently from traditional firms. We’re intentional about how we partner with clients, aiming to help founders make critical decisions with clarity, structure, and confidence. We work side-by-side with teams and are as invested in their success as they are.

 

As an entrepreneur myself, I take pride in supporting founders as they build. It’s a role I take seriously and something I look forward to doing every day.

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/kɪˈnet̬.ɪk/
(adj.)

involving or producing movement

Building and scaling a business requires constant change. We chose our name with movement in mind. Kinetic is the catalyst for your next phase.

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Ethos

At Kinetic CFO, we believe financial clarity drives better decisions and real momentum. With transparency and integrity, we turn numbers into insight, and insight into action — always in service of your bigger vision.

"What gets measured gets managed." - Peter Drucker

At Kinetic CFO, we bring structure, insight, and forward motion to your financial strategy.

Who We Serve

SaaS

SaaS businesses scale fast, but their finances often lag behind. We bring structure to recurring revenue, help manage cash burn, and deliver real-time insight for investor conversations and growth decisions.

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E-Commerce

Between inventory, margins, and marketing spend, e-commerce businesses face constant trade-offs. We build financial systems that clarify profitability and support smarter scaling.

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Real Estate

Real estate requires capital planning, entity structuring, and long-term forecasting, often all at once. We help brokers and operators manage complexity, track performance, and stay ready.

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Professional Services

Service businesses like law firms and medical practices have unique cash cycles and compliance considerations. We create financial systems that bring clarity, reduce admin load, and support strategic growth.

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Industry-Specific Guidance

Nuance matters, and without context, financial guidance can fall flat. Our areas of expertise allow us to deliver informed support at every turn.

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Drive Financial Momentum

Schedule a brief call to discuss your needs and determine if Kinetic CFO is the right partner for your business.

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