Gunnell & Kinnamon Financial provides their clients with total financial consulting for their accounting, tax, and wealth management needs. The company’s principal objective is to make sure their customers know exactly where they stand financially. As accounting professionals, this business provides both corporate and personal tax preparation and e-filing. There are many additional services that Gunnell & Kinnamon can provide for their clients. For individuals, they assist with investment management, insurance planning, financial planning, and planning for upcoming job/career changes. For businesses, services include retirement plans, succession planning, and tax advantage benefits.
Daniel Kinnamon is an owner and CPA at Gunnell & Kinnamon Financial. He has been an accounting professional since he began his career in 1999. Daniel began working with his business partner Ed Gunnell, and together they decided to expand their opportunities and set out to acquire an accounting firm. After searching throughout Indiana, they set their sights on a company that would give them not just one, but three locations in the state – in addition to the three locations they already owned, giving them a total of six business locations.
Mr. Kinnamon and Mr. Gunnell began searching for funding that would cover the business acquisition. One of the lenders that came across their radar was First National Bank Small Business Finance. They reached out and were put in contact with Business Development Officer Jeff Katz. Jeff’s expertise in the world of SBA loans led to the successful closing of this business acquisition deal.
Daniel Kinnamon had this to say about his experience working with Jeff:
“From the minute we began working with Jeff, he was very personable and helpful. He gave us good ideas to help move us forward, and responded to all of our questions in a very timely manner. The SBA loan process was overall handled very well, and the entire FNB Small Business Finance team provided excellent customer service. Thank you to Jeff and the team for helping us!”
Since closing on this loan, Gunnell & Kinnamon Financial has been operating in their three new locations. Tax season is underway, so the company is looking forward to helping even more individuals and businesses with their financial needs.
Gunnell and Kinnamon Financial
6 Indiana Locations
If you are need of small business lending assistance, contact Jeff Katz at 224.858.4793 to get started. Read Bio