In 2017, Daphany Rose Sanchez founded Kinetic Communities Consulting, a certified B-corp which advocates for and implements energy equity market transformations for low- and moderate-income New Yorkers. We first met Daphany in 2021. At the time, she was operating her business project by project. While many of the projects were lucrative, she lacked clear insight into her company’s budget as a whole. And with a staff of 10, Daphany was not taking a salary herself because she was fearful that a client would not pay on time, which would mean that she would not be able to pay her staff. 

In the fall of 2022, TruFund referred Daphany to our program. Working with a team from JPMorgan Chase, she built a consolidated financial statement for Kinetic Communities Consulting, including forecasting and budgeting, which gave Daphany the confidence to make strategic decisions about which contracts to pursue and find pathways to have unrestricted cash funds. Her team also developed a scenario analysis to forecast cash flows and identified funds for both business investments and future liquidity needs. 

Since her project closed, Daphany has doubled her revenue from last year and now oversees 14 full-time and 3 part-time staff members. She is currently preparing to bring two additional people onto her team. As Daphany shared one year after the program closed: “The project helped us shift our mentality from project to project to more holistic. I still use the spreadsheet, but we started using QuickBooks. We realized by using the spreadsheet that we needed monthly bookkeeping. We’re steadily, consistently growing.”

Visit Kinetic Communities Consulting at https://www.kc3.nyc/