Keystone Financial Services

What We do

#1
Keystone Financial Services (‘KFS‘) Business Advisory improves financial management and creates growth. We provide consulting and part-time CFO services to startups and middle market companies. Our professionals create accounting/finance infrastructure, and manage clients’ finances professionally, and cost-efficiently.
#2

KFS technology and finance experts created the Funding Wizard® – a loan marketplace. Borrowers use the Funding Wizard® to find the best loan, and lenders receive prequalified borrower leads.

With decades of capital markets and middle market experience, KFS deal team coaches deal narrative, facilitates the process, and propels the deal forward towards successful funding. The platform supports both Commercial & Industrial (‘C&I‘) loans and Commercial Real Estate (‘CRE’) loans.
#3

KFS provides comprehensive Lender’s Services along the entire credit process. We proud ourselves with in-depth due diligence services before credit is extended, comprehensive monitoring services while debt is outstanding, and creative workout solutions for restructuring.

Why KFS

Impact

KFS seeks to move the needle in your business by delivering tangible deliverables in defined period of time. We provide focused services that will accelerate growth, optimize operations, increase profitability, or facilitate a more successful transaction.

Experience

KFS's Professionals have decades of experience with middle market companies, financial management, and capital markets. We bring outside perspective and best practice knowledge to each engagement.

Cost effective

KFS provides high quality financial services for a fraction of the cost of a comparably-experienced in-house staff. We offer cost-effective solutions for businesses who need the financial expertise, but currently cannot justify the cost of full time staff.

Keystone Financial Services

Contact Us to Grow Your Business