How We Started
In 2008, Daniel Kinnamon was working as a corporate CFO when the financial crisis hit. He watched business owners struggle not just with market conditions, but with the gap between what their CPA knew and what their financial advisor knew. That year, he started Kinnamon Consulting to help businesses make financial decisions that actually accounted for their tax situation, their cash flow, and their long-term plans.
The work started with business owners because that's where the need was clearest. You can't separate tax strategy from business structure. You can't plan for retirement without understanding how your business income works. And you can't make smart decisions about reinvestment if your accountant and advisor aren't talking to each other.
How We've Grown
What began as business consulting expanded naturally. Business owners needed tax preparation. They needed help with their personal finances, not just their business. In 2016, we purchased a few small firms and formalized what we'd been building: a practice that handles accounting, tax planning, and wealth management under one roof.
The team has grown since then. We're still based in Central Indiana, still working primarily with business owners, but also with families and individuals who need the same integrated approach. The structure has changed, but the premise hasn't. Your financial life is connected. The people helping you with it should be, too.
How We Work
We don't hand you off between departments. The person who understands your business structure is the same person thinking about your retirement accounts. The person preparing your return is the same person looking for ways to reduce what you'll owe next year.
This matters most when you're making decisions that cut across categories. Selling your business. Rolling over a 401(k). Changing your entity structure. Deciding how much to take as salary versus distribution. These aren't accounting questions or investment questions or tax questions. They're all three, and they require someone who can see the whole picture.
Daniel Kinnamon, CPA, MBA
President/Financial Adviser
Daniel is the President and Owner of Kinnamon Financial. A CPA with an MBA, he brings over 30 years of experience in tax, accounting, and business consulting, plus 5 years in wealth management. Before starting his independent practice...
Tara Sutherlin
Staff Accountant
Trina Sowers
Bookkeeper