Fractional CFO & Profitability Advisory for Lakes Region business owners
Trusted advisory, strategic planning, and quiet, thoughtful guidance for New Hampshire entrepreneurs who want more than a tax return. More clarity. More freedom. A business that supports the life you actually want.
Your business should support your life. Not consume it.
You didn't start a business to spend every evening worrying about cash flow, taxes, or what number really matters. You started it for the freedom, the independence, the chance to build something that's yours.
Somewhere along the way, the weight of running it can quietly take that away. Our work is to give it back.
Quiet the noise of numbers, deadlines, and second-guessing.
Build a business that creates room for the life you actually want.
Know your numbers, your runway, and your next right move.
Someone in your corner — not just at tax time.
Advisor. Coach. Strategist. Sounding board.
I fell in love with accounting at fourteen — the way the numbers told a real, human story about how a business was actually doing. That love took me to the Isenberg School of Management at UMass Amherst, and then through years inside regional and local CPA firms.
In 2013, I started my own firm here in the Lakes Region. What I kept seeing was this: business owners didn't need another tax return. They needed someone who would sit at the table with them, look at the whole picture, and help them make better decisions — with less stress, fewer mistakes, and a clearer path forward.
That's the work I love. Helping New Hampshire owners reach their goals faster — and actually enjoy the business they built along the way.
More than a CPA.A strategic partner.
Most accountants report the numbers after the year is over. We help you use them — while there's still time to change the outcome.
Know what's coming, what's leaving, and what's actually yours to keep.
Find the levers that move the number that matters most.
A real plan — not a spreadsheet you'll never open again.
Decisions made in May, not surprises delivered in April.
Where you're going, why it matters, and the path to get there.
Someone to think out loud with — before you make the big call.
A complimentary hour to look at your business — together.
Business owners — ask about our complimentary one-hour Discovery Meeting to discuss our Growth and Profitability Advisory Sessions for your business and quality of life.
No pitch. No paperwork. Just an honest conversation about where you are, where you want to go, and whether we're the right fit to help you get there.
- What's actually working in your business right now
- Where profit is leaking — and how to plug it
- The three numbers worth watching every week
- What a great year would look like for you personally
- Whether ongoing advisory is the right next step
Part-Time CFO & Strategic Planning
The services that have always created the most value for our clients — and the heart of how we work today. Tax preparation is part of what we do. Helping you build the business is why we're here.
Senior financial leadership without the full-time hire. Monthly rhythm. Real strategy.
A working plan for the next twelve months — and the next five years.
A trusted thinking partner for the decisions only the owner can make.
Build a business that can survive — and reward — the day you step back.
Diagnose the leaks. Re-engineer the margins. Keep more of what you make.
Quietly excellent in the background, where every great firm should be.
What working with Kandi feels like.
Personal. Responsive. Thoughtful. Collaborative. Proactive. A relationship — not a transaction.
An honest, no-pressure hour. We listen. You ask anything. We see if we're the right fit.
Real, ongoing conversations about your business, your numbers, and your next decision.
A working plan that flexes with the year. Tax strategy built in — not bolted on in April.
Responsive. Proactive. Relationship-driven. The kind of partner you'd want for years, not seasons.
The place that shapes how we do this work.
Hiking the trails around Gunstock. E-bike rides through back roads. Mornings on Winnipesaukee. Visiting family. Growing zinnias. Leading the Women's group at church. The same things we want for the owners we work with — a business that leaves room for the rest of life.
From New Hampshire business owners we work with.
"Kandi is the first person I call before any big decision. She doesn't just look at the numbers — she understands what we're trying to build."
"We stopped dreading tax season the year we started working with her. The plan is in place all year long. April is just a formality now."
"She helped us look at our business as a vehicle for the life we wanted — not the other way around. That changed everything."
Ask about our complimentary one-hour Discovery Meeting — for your business, and your quality of life.
Reserve your Discovery MeetingYou built the business.Let's build the life around it.
If you own a business in New Hampshire and want someone who genuinely cares about your success — not just your return — let's talk.