WHO WE HELP

Helping many industries achieve their big ideas.

Helping many industries achieve their big ideas.

Specialist experience and know-how on a range of industries.

At Notion CFO & Advisors, we have extensive experience in working with established high growth companies in various industry sectors who want to identify and implement their big ideas for business growth. As one of the leading accounting firms in Kansas City, what we do stretches beyond just compliance. We help clients nationwide solve complex accounting problems specific to their industry while giving them peace of mind through a better understanding and utilization of their numbers and financial statements.

Our comprehensive accounting and advisory services alleviate cash flow management issues and forecasting and support professional services businesses in unlocking their big ideas for growth through the numbers.

We help construction businesses achieve sustainable growth through proper job cost tracking, forecasting, and smooth cash flow to enable more confident business decisions.

We excel in assisting private equity clients by conducting financial analysis and implementing strategic improvements to enhance portfolio performance. Our expertise ensures that private equity firms maximize their investments, from stabilizing new acquisitions to driving sustainable growth.

Comprehensive financial solutions to optimize the the business functions of your e-commerce company.

Grow your small business with professional financial services that can increase profits and open a world of possibilities.

Transportation & Logistics

Managing finances for a fleet can be complex. Our financial solutions can help you structure your business efficiently and see the growth you’re dreaming of.

Electrical Contractors

Don’t let your electrical business suffer with poor financial management. Our solutions can help you get organized and focus on growing your business.

Healthcare Services

Our expert solutions can help you optimize your business finances in the healthcare industry.

Law Firms

Let us optimize the financial functions of your law firm so can focus on offering your clients the best legal services available.

Real Estate

Leave the financial functions of your real estate development company to us—so you can focus on growing your business and building your dreams.

Creative Agencies

Having trouble maximizing profitability for your advertising and marketing agency? We can help you understand the most profitable areas of your business, optimize operations, and increase profits.

Franchisees

Streamline your reporting to meet the requirements of your corporate owners and investors. Optimize your financial functions to see the numbers and growth you’re dreaming of.

Hospitality

See the customer service you offer reflected back to you with our tailored financial solutions for the hospitality industry.

Manufacturing

From optimizing operations, increasing profits, and streamlining cash flow to effectively managing inventory, our specialist team helps manufacturing companies improve and maintain a profitable, competitive business.

Technology

Optimize the financial functions of your IT or other technology-based business with our expert services.

SAAS Companies

Leave your financial functions to the experts. Our expert insights will help you grow your business and increase profits.

Local Businesses

Grow your local business and ensure you build the strongest foundation possible with financial solutions and insights tailored to your goals.

Recreational Vehicle Dealers​

Grow your business with informed decisions and resources to help manage a diverse range of inventory. We specialize in innovative and forward thinking accounting solutions uniquely designed for the dealership industry. We have experience with a diverse range of cloud based accounting softwares tailored to the dealership industry.

Distribution

Notion handles the heavy lifting so distribution companies can focus on moving those goods! We tailor solutions to help distribution companies streamline their finances and run their business like a well-oiled machine.

Recruitment

We take the headaches out of recruitment company finances, whether it’s navigating the complexities of contractor classification or maximizing deductions. Think of us as a secret weapon for streamlined finances and worry-free compliance, so recruitment companies can focus on finding the perfect match for clients.

SUCCESS STORIES

Your success stories are ours too.

Valley Farms Pharmacies

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Working with Notion completely changed our business and mindset.

LIFM

WHAT WE DO

Helping high-growth owners identify impactful ideas hidden in the numbers.

Financial Statement Analysis And Reporting Icon - Notion CFO & Advisors