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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.

Professional Services

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.


From navigating complex regulations to maximizing deductions, we help pharmacies streamline their finances, reduce compliance risks, and increase profitability. We handle the numbers, so pharmacy owners can focus on mixing the perfect prescriptions.


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


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.


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.

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.


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.

Private Equity

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.


We support SaaS clients by optimizing financial strategies and enhancing operational efficiencies to drive subscription growth and reduce churn. Our tailored approach ensures that SaaS companies can scale effectively while efficiently managing cash flow and capital investment.


Your success stories are ours too.

Valley Farms Pharmacies

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Working with Notion completely changed our business and mindset.



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

Financial Statement Analysis And Reporting Icon - Notion CFO & Advisors
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