Kevin Lacey, MBA/CPA Founder/Principal

We are a boutique firm providing accounting services and advisory support through strategic partnerships for companies that manage inventory. With over 20 years of experience elevating small businesses, we bring expertise in financial leadership and innovation.

Our Principal, Kevin, is a Certified Public Accountant with deep knowledge of accounting and inventory systems, specializing in driving financial success through tailored solutions.

While we do not offer tax, assurance services, or legal advice, our expertise spans robust financial reporting, tax alignment, internal control enhancement, and collaboration with top-tier auditors.

We are committed to leveraging low or no-code Artificial Intelligence for process automation, providing bespoke services in revenue recognition, forecasting, budgeting, practice management, project management and intentional development of financial strategies. Whether your business is seeking mastery over inventory control or desires growth through technological solutions, we are here to support and guide you to new heights.

Specialties:
CPA; MBA; Financial Leadership; Managerial Accounting; Financial Analysis; General Ledger Accounting; Variance Analysis; Marketing Analysis; Process Improvement; Budgeting & Forecasting; Property Management & HOA Accounting; Fixed Assets Management; Collaboration with External Auditors; Financial Modeling; Accounts Receivable & Payable Automation; Financial Consolidations; Job Costing/Percentage of Completion Accounting; User Acceptance Testing & Risk Analysis; Capital Budgeting; SOX 404 Compliance; Payroll; Rental Escrow Accounting; and QuickBooks Expertise.