Kendall Maccagnan, CPA, CFP®

Hi! My name is Kendall. I left the corporate world behind to spend more time with my family, travel, and build a business doing the work I enjoy.

 

I understand that for many entrepreneurs this choice  means trading a steady paycheck for a path that is less certain but often more meaningful. I know the excitement, the stress, and the late nights that come with it. This is a big part of why I chose to focus my work on helping entrepreneurs and business owners.

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Before starting my firm, I spent nearly a decade in corporate and public accounting, working with large organizations and learning how well run companies approach their finances, reporting, and operations. Today, I bring that experience to smaller business owners by helping them improve their accounting, understand their numbers, and build more structured personal and business financial systems.​

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Thanks for stopping by and I hope we have the opportunity to work together!