• KZI Consulting
    Ready to fly with KZI?

    Growth starts with financial efficiency
    achieve that growth with KZI financial infrastructure


Partner With KZI

KZI Consulting is a dedicated professional services company with a founder that has a CPA, MBA, MSA, and several years of Big 4 / private industry accounting and corporate finance experience.

As a consulting firm, we've worked with privately-held and publicly-traded firms headquartered domestically and abroad, all of which report in USGAAP.

When we join with a client as a finance partner our purpose is to locate, analyze and optimize financial pain points and resolve them timely in your financial workings. We lead with our core philosophy of efficiency which is an ever-moving target. Our specialized review and analysis procedures allows us to create custom-tailored economic infrastructure focusing on your firm's needs.



Managed Solutions For Your Company

Whether you need one specialist or a dedicated team, KZI is equipped to put the appropriate resources in place to handle your needs in finance, accounting, administrative, customer support, & legal services. We're here to put forward the results your company needs to excel.

Accounting Advisory

KZI specializes in providing critical solutions for accounting and finance pain points to produce tangible results within your organization.



Utilize KZI's expertise in streamlining your financial cash flow, securities and assets and allow us to guide you to new levels of success.


Financial Planning & Analysis

Look to overhaul your tech integration, standardization and automation? A comprehensive analaysis and audit of your current financial conditions is the best place to start.


Private Equity

Through our first-hand Big Four experiene our experts are ready to offer integrated solutions for a wide array of financial initiatives and financial conditions.


Client Testimonial: Matt H., Senior Merger Counsel at Bruker

"I worked with Joe at Allegro MicroSystems, where I worked in the Legal department and Joe worked in Finance. From my time working with Joe side by side on a number of issues, I came to see him as a very talnted and knowledgeable finance professional."

Client Testimonial: Gordon Kinder, CFA, CPA

"We hired Joe to manage many of our audit prep and day to day audit responsibilities. He had a great attitude and consistently produced positive results."

Client Testimonial: John Hartnett, Director, Industry Engagement at Boston University

"I had the pleasure of working with Joe when he assisted Tepha in preparing for our annual financial audit. Joe was easy to work with and had a very good understanding of accounting principles as well as an ability to roll up his sleeves."

Client Testimonial: Andy Joiner, President and CEO at Tepha

"Joseph was recently brought aboard to drive our company's audit readiness program. Joseph not only worked well with our entire team, but he also was extremely knowledgeable in a number of different areas."


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