Welcome
to Kevin Stolz & Associates

From Analysis, Consulting, and Guidance, to Execution and Delivery, our mission is to provide clients with the world class Financial Services Power that they need to thrive in today’s market, when they need it, and affordably.

We provide small to mid-sized businesses and business owners with the benefits of high-end Controllers and Chief Financial Officers at an affordable cost. We do this through the use of quality, sharply focused individuals to handle the accounting functions under my oversight and by implementing the forecasting tools, and performance metrics that have been developed over 25 years. Each client will get what they need and pay for what they need.

Services Overview

• CFO Flex Plan
• Strategic Financial Planning
• Capital Acquisition
• Investor/Banker Relationship Management
• Operating and Profitability Improvements
• Sounding Board
• Mergers & Acquisitions
  
• Strategic Partnerships
  
• Strategic & Market Opportunity Evaluation
• Accounting Services
• Cost Mapping and Structuring
  
• Business Restructuring
• Financial Management
  
• Bank and Customer Negotiation
  
• SEC Compliance

Associates

Our associates are a team of quality, sharply focused individuals that handle the accounting functions under Kevin’s oversight and using the forecasting tools and performance metrics that have been developed and effectively used over the last 25 years.

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