KBW Advisors LLC

11/02/2021

It’s not always bad having someone up in your business. Especially if that someone reviews and closes your books for you. Get a free consultation today.

10/06/2021

We are certified pro advisors for QBO!

10/05/2021

The past few months have been exciting for KBW Advisors. We’d like to share some of our recent successes and developments over that time:

• Engaged with a local company to perform due diligence an valuation on a potential acquisition target
• Negotiated a working capital line-of-credit with a local bank for a small start-up company who is going through rapid growth
• Helped a local entrepreneur clean-up his financials positioning him to apply for a substantial funding grant
• Mentored a newly hired accounting person for a client to ensure they get off on the right foot in their new position
• Helped owners of a local company do a valuation of their firm as a result of them being courted by potential investors/buyers

Let us help you with your needs whether it’s outsourced on-going accounting or short-term projects. We specialize in small, medium and start-up companies. Check us out at www.kbwadvisorsllc.com or email me direct [email protected].

“You do what you do best, and we’ll handle the rest”

Trusted professionals. Innovative Processes. Proven Results.

07/23/2021

We're so excited to roll out our brand new website. Please take a look and let us know what you think: kbwadvisorsllc.com