Kepion began in 2009 on a mission to provide a simplified approach to financial planning and reporting solutions for companies of all sizes. We recognized early on that many companies today cannot effectively plan, budget, forecast using traditional spreadsheet solutions. As a result, Kepion decided to move beyond spreadsheets and to the web. Since then we have been making tremendous progress in delivering our mission to our customers and partners. We continue to satisfy customer requirements up to 100% of the time and provide a rapid development approach towards leveraging financial planning and reporting applications on the Microsoft BI platform.

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We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.