Your clients need someone in their corner who’s actually run a business.
KPI Direct fills the business-performance seat on a business owner’s advisory team. We keep the books clean and current, then turn them into the decisions owners run on — cash flow, margins, and what the business can afford. We don’t prepare returns, advise on tax, or manage wealth — we make the numbers your advice depends on.
Nearly every client we serve came to us by referral — most often from a trusted advisor.
MBA-led operators · 100% onshore team · QuickBooks Online specialists · Supporting entrepreneurs and small business owners since 2006
No entrepreneur builds it alone.
Growing a company takes a team of trusted advisors, and three seats matter most. Most owners have one or two filled. We’re usually the missing one.
Their CPA
Tax strategy, entity structure, and filings — often with a business attorney alongside. Deep command of rules that change every year.
KPI Direct
How the business makes money: cash, margin, pricing, and whether the next hire pencils out. Judgment earned in the owner’s seat.
Their financial advisor
Retirement, insurance, and estate planning — with an estate attorney where needed. Turning business success into lasting family security.
We’re operators who happen to do the accounting.
Many outsourced accounting firms can close a month. Fewer have sat where your clients sit.
Before founding KPI Direct, Scott Badger was chief executive of a founder-led product company — recruiting capital, restructuring operations, and carrying the P&L that turned it into a profitable, multi-million-dollar business. He later founded a digital marketing agency, served in interim leadership roles, and spent four years as part-time CFO of a B2B SaaS ecommerce company.
That’s the seat your clients are in. We’ve been in it — including the parts that left scars.
We’ve carried the P&L
Capital raised, operations restructured, products launched, a multi-million-dollar outcome. Not theory — consequences.
Judgment paired with technical depth
Operating experience is only half of it. Luana Crawford, our VP of Client Services, is an expert in QuickBooks, management accounting, and financial modeling — designing and troubleshooting the systems underneath, so every report serves a clear business purpose.
Consulting-grade rigor
Transformation work for American Express, Marriott, and Allstate at Cap Gemini Ernst & Young, long before we touched a small-business ledger. Your clients meet a professional, and so do you.
What we do — and what we’ll never touch
We’re MBA-led finance operators — not a CPA firm, not a wealth manager. We run the numbers and the operating advice; the rest stays with you.
- Bookkeeping & management accounting on QuickBooks Online
- FP&A — forecasting, budgets, cash-flow, KPI dashboards
- Fractional Controller & CFO leadership
- A clean, CPA-ready package at year-end for a smooth tax season
- Prepare tax returns or advise on tax
- Manage wealth or give investment advice
- Compete with the work you do for your clients
- Come between you and your client
Three ways to work together.
Every firm draws the line in a different place. We’ll work whichever way serves your client relationship best.
Behind your brand
We deliver under your name. You own the client, the relationship, and the billing.
In the room together
Both names on the engagement — clear lanes, shared goals, and you get the credit.
A clean hand-off
You introduce us; we take it from there and keep you as involved as you’d like.
A partner other advisors already trust
Our partner channel isn’t theoretical. It’s how this practice was built.
Let’s make sure we’re pulling in the same direction.
The owners we both serve are balancing the business, their taxes, and their family’s future — rarely with all their advisors on the same page. Let’s compare notes on a few, and find the best way to work together.
Book a 20-Minute Partner Call