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You Need A CFO helps drive change in your business.

If you feel like your Company is out of control, if decisions are made based on incomplete data or from emotion, if your business finds itself making mistakes or outdated procedures seems to be a waste of time, if everything is an exception or a fire drill there is good news! You Need A CFO can help you! Whether you feel like you’ve tried everything or you just don’t have time to address, our vast experience can coach you and implement systems for a better tomorrow!

Through innovation, advisory and support, You Need A CFO increases operational control and visibility while mitigating the risk of lost time and money.

FIND OUT HOW WE CAN HELP YOU →

What They’re Saying

  • Trudy Van Dusen Citovic

    VP of Operations

    I cannot speak highly enough of the experience my company has had with Kevin Lacey. Kevin has an exceedingly rare combination of business acumen, people skills and intuition combined with in-depth technological and accounting expertise. He can grasp high-level corporate strategies quickly and creatively distill them into executable solutions within the existing frameworks of QuickBooks, SOS Inventory, and other software platforms he has mastered. All that would be enough for a five star review, but Kevin’s big heart and sincere interest in the well being of his clients and humanity in general is truly inspiring. He has become a friend and a trusted advisor. Anyone would be fortunate to receive his help and guidance.

  • Bill Harkreader

    Chief Executive Officer

    Our team chose Kevin in a new joint venture start up several months ago. The complexity of what needed to be done between set up and systems was far beyond my scope. Naturally we sought out a consultant, Kevin came highly recommended and performed outstandingly. He was an excellent communicator with the team, he led when it was appropriate for him to do so and most of all he completed the project within scope and on time. We are now past the go live stage and Kevin has continued on with us to be sure that any oddities could be handled right away and corrected. I would not hesitate to bring him on board anytime I am needing expertise of his area. Thanks Kevin I appreciate your help and service, excellent job.

  • Tyler Kralovic

    Inventory Implementation (VP of Operations)

    Kevin does a great job simplifying and explaining the inner workings of QBO and SOS Inventory for our company. He has been an excellent resource and is always willing to do something extra to make our lives easier and more efficient in the long run. I would highly recommend Kevin if you are in need of something inventory accounting (among other things) assistance!

  • Sam Burrows

    Chief Executive Officer

    Kevin was a big help and great to work with! 10/10 would recommend.

  • Brigitta Luttrell

    Kevin is extremely knowledgable, helpful, and patient. We are two non accountants and he helped us get set up with SOS inventory, taking the time to explain how things work from an accounting viewpoint. He is also helping us navigate Quickbooks. We are looking forward to continuing our work with Kevin!

  • Teri Hess

    Business Owner

    Kevin has been a huge asset for our growing business! His in depth knowledge of SOS Inventory has helped us immensely. He's extremely clear and concise when explaining work flows. He even sent me meeting notes after our last meeting to help me learn a new skill. He's available when questions arise. I would highly recommend Kevin! We look forward to our continued relationship.

  • Mark Young

    Chief Operating Officer

    I used Kevin for implementation of SOS that required a large and complex integration. It was for a client that had manually tracked inventory but were missing much of the components required to set up. We had multiple sales channels and integration points. He was very patient and helped us navigate the complexity and what was required. He is very knowledgeable about SOS and QBO and could explain the impact of configuration to COGS. He managed the project very well and assigned tasks. His communication, follow up and responsiveness were outstanding. I would highly recommend Kevin for any SOS implementation project.