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. This is simply a list of consultants our clients have used in the past.
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 (she/her/hers) campbellstax1040@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 farm, a lawn care business, bakery, and small-scale farm. Our services include capital budgeting, resource management, bookkeeping, payroll, retirement planning as well as tax and business consulting. Focuses: Business Consulting; Social Enterprise Support; Strategic Planning; Market Analysis 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 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 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 Kentucky Center for Agriculture & Rural Development (KCARD) Point Person: Brent Lackey (he/him) Other consultants: Spencer Guinn, Myrisa Christy, 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 Sammy K. Lee, CPA Point Person: Judy Brenda (she/her) https://www.skleecpa.com/ judy@ckleecpa.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 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 Focuses: Facilitation; Financing; Manufacturing; Nonprofit Support; Project Management; Restaurants; Social Enterprise Support; Strategic Planning; Workshops; Analytics; Logo; Market Analysis; Print; Social Media; Video Production; Digital Marketing; Customer Service; Facilities; Human Resources
