Michael Kafantis

With a background in accounting, corporate finance, and financial analysis, I’m here to help you gain clarity on your numbers and build strong financial foundations for your business. I can help with startups, small businesses, and larger companies to provide practical guidance on managing finances and planning for long-term success. What I Offer: Accounting & Financial Planning: I’ll help you review or improve your accounting and reporting and build a solid financial plan.

Cash Flow & Treasury: Need help managing your business’s cash flow or treasury tasks? I’ll walk you through it.

Financial Forecasting: I assist in creating accurate forecasts to support better business decisions and long-term planning.

Tax Guidance: I can help you understand your tax reporting needs and obligations as a small business owner.

Startup & Corporate Finance: I bring experience from both new and established companies, helping you scale the right way.

Before retiring, I held leadership roles in corporate finance and accounting in the insurance, financial services, and commercial software industries. I’ve worked with companies of all sizes—from startups to large corporations. I earned my bachelor’s degree in accounting and continue to stay active by volunteering with the AARP/IRS tax preparation program and supporting the accounting for a family-owned real estate LLC. I’ve also served on the boards of two condominium associations. Whether you’re just getting started or looking to improve your financial reporting, forecasting and analysis, I’m here to help you move forward with confidence.