Accounting/Finance Consultants
Consultants are listed alphabetically by company name.
If they speak a language other than English, it is noted.
Please note you are not limited to this list of consultants. You are responsible for choosing and vetting any consultant, whether they are on this list or not.
Andcogroup, LLC
Point Person: Terry Anderson (he/his)
https://www.smallbizminder.com/profitminder.html
tanderson@andcogroup.com
606-634-4126
Based in Whitesburg, KY
Aura Advisory Services
Point Person: Meaghan McLaughlin (she/her)
https://www.aurabusinessadvisors.com/
meaghan@auraadvisoryservices.com
219-309-3418
Blue & Co.
Point Person: Dominique Waits, CPA, CGMA (she/her)
https://blueandco.com/
dwaits@blueandco.com
859-410-2401
Based in Lexington, KY
Optional description from consultant: I am a CPA with 27 years experience in both public and private accounting. I specialize in small business consulting, tax preparation and financial management. I am a Top 100 QuickBrooks ProAdvisor and the reviewer of the 2022 Mastering Quickbooks guide available on Amazon.
Focuses: Restaurants; Nonprofit Support
Campbell's Tax & Accounting INC
Point Person: Christin Campbell
christinjustice26@outlook.com
606-886-2030
Based in Prestonsburg, KY
Optional description from consultant:Our firm is locally owned by serial entrepreneurs with a heart for social enterprises. We practice what we preach having formed and established several for-profit social ventures including our accounting firm, a lawn care business, wholesale bakery, small-scale farm, and ecommerce retail business. Our services include capital budgeting, resource management, bookkeeping, payroll, tax analysis and preparation, self-employed retirement planning as well as small business coaching and consulting.
Focuses: Business Coaching; Business Consulting; Social Enterprise Support; Restaurants; Strategic Planning; Market Analysis; Quickbooks Training; Tax Literacy; Tax Analysis; Customer Acquisition; Bookkeeping; Payroll; Tax Preparation; Strategic Planning
Craft, Waninger, Noble & Company PLLC
Point Person: Sam Waninger (he/his)
sam@craftnoble.com
859-623-4027
Based in KY
Devon Joiner (he/his)
Visionrelief735@gmail.com
www.visionreliefconsulting.com
859/302-1656
Based in KY
DNH Consulting
Point Person: Deedra Hanekamp
deedranichole@outlook.com
606-949-1164
Based in Garrett, KY
Optional description from consultant: Deedra Hanekamp established DNH Consulting LLC to meet the needs of small businesses that are struggling with professional record keeping and business performance. Deedra Hanekamp grew up in Floyd County, Kentucky and is also co-owner of Hanekamp Manor Bikes & Books. While operating her family business Deedra realized the need for other small businesses to have resources available to establish good record keeping practices and to find encouragement to continue in challenging times. DNH Consulting LLC was formed as a way to meet the needs of other entrepreneurs and Deedra Hanekamp is excited to make her skills and experiences available via it.
Focuses: Accounting/Finance; Business Consulting; Strategic Planning; Workshops; Arts Business; Marketing/Website Development/ Video Production, etc.; Operations; Customer Service; Print; Social Media
Ethan Haddix Accounting
Point Person: Ethan Haddix (he/his)
ethanstormhaddix@gmail.com
606-854-4228
Based in KY
Evolve Business Services
Point Person: Maria Mendoza (she/her) **ENGLISH & SPANISH
mmendozabc@outlook.com
816-787-5627
Based in AZ
Optional description from consultant: Business Coaching bilingual services (English/Spanish), I offer professional services in business coaching and accounting. Please find below a detailed description of my services.
1. Start your business from an idea to launch 2-hour orientation session. Cover various critical aspects of business startup, including but not limited the following:
-Location
-Startup Cost
-Legal Structure
- Business Name
- Registration Process
- Business bank account: when and what to ask before opening a business account.
- Business Insurance
*After 24 hours I assist clients in the registration with the State, IRS, and other permits.
2. Launch your business online:
a. Setup your business on Google Business
b. Setup your business in social media (Facebook, Instagram, YouTube)
3. Accounting: For businesses that require accounting assistance, I offer a range of services. These includes the following:
a. Bookkeeping basics
b. QuickBooks online
c. Excel (income statement)
4. Canva for businesses
Focuses: Digital Marketing; E-Commerce; Logo; Market Analysis; SEO; Social Media; Business Consulting; Facilitation; Financing; Strategic Planning; Workshops; Customer Service
Falling Rock Industries Ltd Co
Point Person: David Potter (he/his)
davidkpotter@gmail.com
(312) 813-2157
Gene Daniels, CPA (he/his)
genecdaniels@gmail.com
208/890-0201
Hunter Boyd (he/his)
Hunter.boyd@keystoneky.com
859-317-8316
Jewell Financial Services
Point Person: Brittany Jewell
jewellfs.square.site
bentgearllc@gmail.com
859-522-2408
Based in Paris, KY
JQ Financial Group LLC
Point Person: Jennifer Quillen (she/her)
jqfinancialgroup.com
jquillen@jqfinancialgroup.com
859-317-8672
Based in Lexington, KY
Optional description from consultant: Provided Services include CEO Mindset Training, Quickbooks Pro Advisor, Tax Return Preparations, Bookkeeping.
Focuses: Quickbooks Pro Advisor; Business Consulting; Nonprofit Support; Strategic Planning
John Swann Consulting
swannijohn@yahoo.com
(828) 231-4160
Based in Asheville, NC
Optional description from consultant: John Swann has been active in the food industry for over thirty-five years, with management and ownership experience in farming, manufacturing, regional distribution, and retail store development and operations. Over the past seventeen years, John has also helped plan and develop many other businesses, as a mentor for Blue Ridge Food Ventures, a business coach with Mountain BizWorks, and as an independent consultant. Consulting services include product development, business planning, financial analysis and modeling, retail store design and development, and general small business management.
Focuses: Accounting/Finance; Business Consulting; Manufacturing; Project Management; Restaurants; Strategic Planning; Business planning, retail store design and development, financial analysis and projections, purchasing, margin analysis and pricing strategies, product development.
Kentucky Center for Agriculture & Rural Development (KCARD)
Point Person: Brent Lackey (he/him)
Other consultants: Spencer Guinn, Ali Hulett, Terryn Varney, Maddie Grider, Ali Kerr
www.kcard.info
blackey@kcard.info
859-550-3972
Based in Elizabethtown, KY
Optional description from consultant: KCARD is a nonprofit organization established to facilitate agricultural and rural business development in Kentucky. We provide educational opportunities, technical assistance, and business support services to new and existing agribusinesses.
Focuses: Facilitation; Nonprofit Support; Project Management; Strategic Planning; Workshops; Agricultural businesses and cooperatives; Business Consulting; Digital Marketing; E-Commerce; Market Analysis; Social Media; Facilities
Leigh-Ella Daniels, CPA
Point Person: Leigh-Ella Daniels
leighella.daniels@gmail.com
606-595-3365
Based in Hindman, KY
Optional description from consultant: I'm a CPA with almost 10 years of accounting and
leadership experience in various industries. I was born and raised in Eastern
KY and I look forward to the opportunity to help small businesses in the area
to promote growth within our region.
Focuses: Accounting/Finance
LP Consulting
Point Person: Lindsey Paulson
Other consultants: Carolyn Gordon
www.lindspaulson.com
hello@lindspaulson.com
859-979-5776
Based in Richmond, KY
Optional description from consultant: I have been in the operational space since 2012-- beginning with Marriott International. From corporate experience to small business leadership- I have experience with project management, system implementation, growth strategy, bookkeeping and finance (Quickbooks and Wave specific) and a wide diverse of knowledge about CRM's. I currently provide assistance to three separate non-profits and work with my clientele to streamline processes, automate marketing, create SOP's, and assist with a wide variety of tasks.
Focuses: Accounting/Finance; Nonprofit Support; Project Management; Operations; Business Consulting; CRM Implantation.
Next Level Partners, LLC
Point Person: Emie Bowlby
Other consultants: Erin Foster, Sandy Lumpkins and Rhonda McFee
www.nlpky.com
emie@nlpky.com
606-481-0292
Based in Stanton, KY
Focuses: Accounting/Finance; Business Consulting; Project Management; Strategic Planning; System Conversion/Integrations; Operations
Riddle Consulting, PLLC
Point Person: Samuel Riddle
sdriddle@riddleconsulting.net
859-475-3173
Based in Louisa, KY
Optional description from consultant: Eastern KY native with a focus on helping small business and individuals with accounting and taxation support. Specialized in Quickbooks with the flexibility to learn new software as needed.
Sammy K. Lee, CPA
https://www.skleecpa.com/
info@skleecpa.com
859-986-3756
Based in KY
Servonta, LLC
Point Person: Jonathan Beatty
www.servonta.com
jonathan@servonta.com
859-684-2507
Based in Louisville, KY
Optional description from consultant: Servonta's mission is to help nonprofit leaders and small business owners understand their numbers and utilize insightful data to grow
Focuses: Accounting/Financing; Business Consulting; Nonprofit Support; Social Enterprise Support; Workshops
SBC Small Business Consulting **ENGLISH & SPANISH
Point Person: Karyn Wilson (she/her)
www.sbcfirst.com/team
karyn@sbcfirst.com
614-407-8934
Based in Columbus, OH
Optional description from consultant: SBC's team of 20 small business consultants works with clients in the areas of General Business Administration, Sales and Marketing, and Operations as noted above. Additional areas of expertise include (among many others) credit repair, grant writing, sales planning and training, SAM registration, revenue generation, pre-funding business planning and pitch deck preparation, QuickBooks implementation (including desktop to online conversion), capital readiness preparation and financial projections, employee manual creation, operations manual creation, employee onboarding and termination, and many other areas. As a consulting firm dedicated to small businesses, we focus on flexibility, quality, and affordability of our services for business small business owners and operators. Please see https://www.sbcfirst.com/sbc-solutions for a larger list of detailed services. We have a team of nearly 20 small business consultants including QuickBooks Pros, web developers, business planning specialists, social media marketers, HR professionals, financial consultants, credit counselors, and many others.
Focuses: Accounting/Finance, Business (General), Marketing, Operations, Business Consulting; Financing; Manufacturing; Project Management; Restaurants; Social Enterprise Support; Strategic Planning; Workshops; Digital Marketing ; E-Commerce; Logo; Market Analysis; Print; SEO; Web Design; Analytics; Social Media; Social Media Account and Calendar Creation, Google My Business Registration, Domain Acquisition, Logo Design, Capabilities Statement Design, Benefits (HR);Customer Service; Human Resources; Facilities
Tamara S. Clontz, CPA
Point Person: Tamara Clontz (she/her)
solutionsproandcfo.com
tamara@solutionsproandcfo.com
859-200-5642
Optional description from consultant: Consult to determine the best accounting software solutions (including industry specific apps and integrations) to fit your business and industry needs, followed with setup and training.
Based in Mount Vernon, KY
Focuses: Software Solutions and Setup.
TVS Consulting
Point Person: Terry Salyer (he/him)
terry.salyer14@gmail.com
606-367-3839
Based in Salyersville, KY
Optional description from consultant: Professional Business Development Executive. Terry also has a weekly podcast called “We the People of Eastern Kentucky." You can find WTPEKY on Facebook, YouTube and Spotify to review for reference. He works on any phase in entertainment from production to artistic development.
Focuses: Facilitation; Financing; Manufacturing; Nonprofit Support; Project Management; Restaurants; Social Enterprise Support; Strategic Planning; Workshops; Analytics; Logo; Market Analysis; Print; Social Media; Video Production; Podcasts; Artistic Development; Digital Marketing; Customer Service; Facilities; Human Resources
