James Kennedy sits down with Devin O’Brien, co-founder of Kordis.io, to explore how productized services are reshaping the world of fractional CFOs. Devin shares his journey from Penn State finance graduate to KPMG M&A associate, and how he made the leap from corporate deals to building a high-growth financial services firm. They dive into cleaning up chaotic startup books, implementing spend control, and why real-time financial collaboration beats traditional reporting.
About Devin O’Brien:
Devin O’Brien is the co-founder of Kordis.io, a finance platform blending fractional CFO expertise with productized services. With a background in M&A tax structuring at KPMG and a degree in accounting and finance from Penn State, Devin now helps fast-scaling startups and e-commerce companies implement financial systems that improve visibility, accountability, and growth.
What You’ll Learn:
- Productized Services: How combining automation, AI, and CFO expertise creates scalable client solutions.
- From M&A to Startups: Lessons learned moving from corporate transactions to supporting scrappy founders.
- Financial Clean-Up: Strategies for reconciling chaotic books and restoring investor confidence.
- Spend Control in Action: How tools like Mercury and Ramp help businesses stay compliant while staying nimble.
- Founder-Led Growth: How sharing transparent case studies on Twitter drove near seven-figure revenue in year one.
Episode Highlights:
- “In startups, you can’t just reconcile the books once a year – real-time control is survival.”
- “Founders don’t want QuickBooks exports – they want clean dashboards that tell the story.”
- “When you focus on quality clients and long-term relationships, growth compounds faster.”
- “Our first year in business, we grew like a SaaS company, not a service firm.”
More About Devin’s Role:
At Kordis.io, Devin helps founders scale with confidence by productizing financial services – offering CFO-level guidance alongside automated dashboards, cash flow forecasting, and spend control systems. His mission: give entrepreneurs the tools and insights they need to make better decisions, raise capital, and avoid financial blind spots.
