Juliana N.Kennedy, CPA,LLC

Complete Financial Oversight for Growing Businesses.

Get the dedicated support of a part-time Controller and CFO. We handle your monthly accounting, strategic tax planning, and payroll processing on a reliable retainer tier—giving you complete financial clarity without the full-time overhead

Choose Your Level of Financial Control

No hidden hourly fees. No agency middlemen. Just predictable, fixed monthly retainers for direct access to a 39-year CPA
Overhead view of financial advisor and client reviewing tax strategy with documents and financial charts at table

The Accounting & Tax Foundation

Best for: Established businesses that have basic bookkeeping covered but need an elite CPA to handle the heavy financial lifting, month-end close, and year-round tax mitigation.

  • Full-Scale Month-End Close: Complete general ledger management, account reconciliations, and balance sheet verification so your numbers are always audit-ready.
  • Proactive Tax Architecture: Year-round corporate tax planning to legally minimize your liability before December 31st, not after.
  • Complete Tax Compliance: Preparation and priority filing of all corporate and state tax returns.
  • Financial Statement Delivery: Clean, accurate profit & loss statements and balance sheets generated every single month.


  • Straightforward monthly support starting at $550
Close-up of tax form with professional pointing at specific tax code numbers and calculations

The Part-Time Controller (Most Popular)

Best for: Scaling companies grossing $1M+ that need active financial oversight, cash flow management, and margin protection without hiring a full-time W-2 executive.

Includes Everything in Tier 1 plus:

  • Active Cash Flow Architecture: Implementation of rolling cash flow forecasts so you always know where your money is tied up and when you can safely expand.
  • Margin & Profitability Analysis: Forensic tracking of inventory costs, labor variances, and overhead leakage to keep your net profit maxed out.
  • Monthly Strategy Briefings: A private, 60-minute executive session to review your operational KPIs, performance trends, and upcoming financial moves.
  • Bookkeeping Oversight: I direct and review your internal staff's daily data entry to ensure absolute accuracy and eliminate internal errors.

  • Comprehensive monthly advisory starting at $1250
Financial advisor hands reviewing tax documents and financial statements at professional desk with calculator and files

Elite CFO Advisory & Growth Partnership

Best for: High-growth entities, multi-entity structures, or businesses facing major transitions (lending, restructuring, or preparing for an exit) that require a dedicated financial co-pilot.

  • Includes Everything in Tiers 1 & 2 plus:
    Weekly Operational Reviews: Continuous monitoring of cash velocity and immediate pivot planning for real-time market shifts.
  • Banking & Lender Security: Full management of your banking relationships, loan covenant reporting, and professional financial package compilation for effortless financing/capital calls.
  • Advanced Structure Optimization: Continuous monitoring of multi-entity or parent/subsidiary tax drag, payroll compliance, and cross-state nexus risks.
  • Priority Executive Access: Direct, ongoing email and phone access for critical, time-sensitive business decision-making.


  • Tailored entirely to your team's unique monthly needs

Secure Your Strategic Discovery Session

Ready to take absolute control of your cash flow and tax strategy? Let's talk.
To protect the precision of our advisory and maintain an elite schedule for our partners, we do not offer free, unstructured "discovery calls."

We initiate all potential long-term engagements with a private, 30-minute Strategic Discovery Session.

The Investment: $175 (100% credited back to your account if you move forward with any monthly retainer).
The Agenda: We will look directly at your current corporate structure, diagnose immediate margin or tax bottlenecks, and determine which retainer tier perfectly matches your operational scale.

Book Discovery Session

Expert Accounting Solutions Tailored for You

About the Founder

Juliana N. Kennedy, CPA, is the founder and principal advisor of Juliana N. Kennedy, CPA, LLC. With an extensive background in corporate finance, robust accounting systems, and strategic compliance, she serves as a trusted part-time Controller and Fractional CFO for modern, high-growth businesses.

Juliana established the firm to bridge the gap between basic bookkeeping and high-level financial strategy—giving business owners elite accounting oversight, seamless payroll infrastructure, and advanced tax planning without the executive overhead. Under her leadership, the firm acts as a seamless, retained extension of your business, ensuring total financial clarity and sustainable profitability.