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At Kennedy Associates, we believe a solid foundation is everything.

We start by stabilizing accounting practices, paving the way for robust budgeting and planning. This groundwork enables high-quality financial analysis and strategy, guiding executive decisions with clarity. Our approach prioritizes projects that harness automation, digitization, and best practices—creating efficient, future-ready organizations.

Kennedy Associates began in 2014 with a project supporting Kaiser Permanente Medical Group, blending financial strategy and information technology to boost cost efficiency in their IT organization. That success launched our journey, building on decades of expertise in large corporate environments (Apple, Cisco, Intel and Kaiser) with focuses on Financial Planning, Product Marketing, Service Operations and Acquisitions.

We’ve applied this experience to guide startups and mid-market firms through complex projects such as; AP Automation, ERP implementation, Audits, Monthly accounting processes, and Financial Planning delivering results with precision and speed. Today, we empower organizations with revenues of $5M to $100M, particularly those in startup or growth mode. Our passion lies in bringing structure to finance and accounting while scaling systems and processes for sustainable expansion. Since 2021, we’ve honed this focus on biotech, medical, manufacturing, and nonprofit sectors, helping innovative leaders build strong foundations for their futures. Learn more

Services We Offer

Controller

  • Accounting Policy & Procedures
  • Monthly Close
  • Fiscal Audits
  • Sales & Use Tax Audits

CFO

  • Budgeting
  • Analysis
  • Board Support
  • Investor Communications

General Projects

  • Cap Table Management Tools
  • Fidelity / Carta / Astrella
  • Sales & Use Tax Compliance Tools
  • Avalara / Vertex Service Costing
  • Apptio IT Cost Savings Initiatives

AP Automation

  • Ramp
  • Bill.com
  • Expensify
  • Brex
  • Amex

ERP Tools

  • QB Online
  • QB Enterprise
  • Sage-Intacct
  • Netsuite
  • Radius
  • Label Traxx

Payroll / HR

  • Paylocity
  • ADP Run/Workforce Now
  • Benefits
  • Onboarding

Who We Serve

We partner with $5M–$100M companies embracing a startup or growth mindset. Whether you’re in biotech, medical, manufacturing, or the nonprofit space, we tailor financial and IT solutions to your unique needs. Our goal? To transform complexity into opportunity, supporting you through every stage of growth.

Startups

CFO

CFO

Advisor

Controller

CFO

Midmarket

Manufacturing

Fintech

Non-Profit

Controller

IT Projects

Service Costing

IT Efficiencies
Chief Of Staff

IMF Forum

Who We Serve (Option2)

We partner with $5M–$100M companies embracing a startup or growth mindset. Whether you’re in biotech, medical, manufacturing, or the nonprofit space, we tailor financial and IT solutions to your unique needs. Our goal? To transform complexity into opportunity, supporting you through every stage of growth.

CFO

CFO

Advisor

Controller

CFO

Manufacturing

Fintech

Controller

Service Costing

IT Efficiencies
Chief Of Staff

IMF Forum