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← Back to Top 6 Bookkeepers in the Kansas City Area, KS (2026)Notion CFO and Advisors
Evidence Score 42/100 at 72% evidence coverage 5 of 6 on the Kansas City area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online, Xero, Sage, Gusto, BILL
Who they say they serve: construction, e-commerce, professional services, transportation, manufacturing (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Notion CFO and Advisors | home page Nov 4, 2026 | |
| Website | https://notioncfo.com/ | home page | |
| Office locality | Olathe, KS | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +19139016879 | home page | |
| Offers bookkeeping | Documented: ...to take your business to the next level. QuickBooks Online (QBO) Say goodbye to tedious bookkeeping and hello to efficient, organized finances with Quickbooks Online - the ultimate... | /services/accounting-technology | |
| AP / AR | Documented: ...tools for financial management, inventory tracking, and compliance. BILL An automated accounts payable and receivable platform that streamlines payments and invoicing. It’s ideal... | /services/accounting-technology | 4 pts (max 4) |
| Payroll coordination | Documented: ...businesses to mange their finances, including job cost tracking, invoicing, and payroll. Xero Cloud-based accounting software designed for small businesses and sole traders... | /services/accounting-technology | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...and cost-effective support of a fractional CFO. Edit Content Yes, we can help prepare financial statements, develop investor presentations, and create strategies to secure funding... | home page | 6 pts (max 6) |
| Industries served (documented) | construction, e-commerce, professional services, transportation, manufacturing, startups, retail, hospitality, technology, healthcare, contractors | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online, Xero, Sage, Gusto, BILL | /services/accounting-technology | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /services/accounting-technology | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Kimberly Rachel Huerta · CPA (self-reported to the IRS, not a state license) · business name on the record: Notion CFO & Advisors | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...and other incentives. Edit Content Some common tax planning strategies for businesses include: Choosing the right business structure (e.g., LLC, S Corp, C Corp) Accelerating or... | /services/tax-planning | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: PRIVACY | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Kansas Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Kimberly Rachel Huerta under the business name 'Notion CFO & Advisors' in Olathe, KS. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Notion CFO and Advisors's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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