What We do
#1
Keystone Financial Services
Keystone Financial Services, Inc. (‘KFSI’) provides consulting and part-time CFO services to startups and middle market companies. We establish or improve our clients’ accounting and finance infrastructure, and manage their finances in a cost-efficient manner. KFSI specializes in growth creation, financing, turnaround situations, and strategic advisory.
#2
Keystone Financial Services
KFSI secures capital for middle market companies and real estate projects & assets. We secures bank loans, mezzanine debt, and private equity investments. KFSI supports its clients throughout the fundraising process –from accounting clean up, through investor/lenders meetings, negotiations, funding, and periodic investor/lender reporting. KFSI professionals have the capital markets and middle market experience to position your business properly and obtain financing on the best terms possible.
#3
Keystone Financial Services
KFSI 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.
Professionalism Creates Value
Impact
KFSI 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
KFSI'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
KFSI 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.