Managed Accounting Services

A Tailored Approach

KBF CPAs offers a tailored approach to managing your bookkeeping and accounting needs. Our team of world-class accountants provides solutions to streamline recordkeeping and create a customized management package. Our flexible approach allows clients to determine the level of assistance needed and tasks suitable for on-site employees.

Services Offered:

Utilization of cloud technology to keep dashboards available to all everywhere
Individual or full cycle bookkeeping and account reconciliation
Access to an experienced CFO that knows your business and will be your partner
Development and tracking of Key Performance Indicators (KPIs)
Account receivable aging support and tracking
Automated Bill approval workflows and electronic payments to suppliers
Forecast and budget development and support
Cash flow analysis and improvement ideas

Monthly financial package development and support to keep it meaningful
On-site or remote monthly meetings to review business performance and discuss levers for improvement
Full service payroll with all associated compliance filings
Assistance with raising funding and managing banking relationships
Bank compliance and borrowing base calculations
Review of accounting architecture and segmentation to support growth and reporting needs
Build reports that are meaningful and drive results
Flexibility to grow with your business

We Partner With You

Our team works within your existing system to code transactions, reconcile accounts, and close the books. This information is then used to prepare a monthly financial reporting package tailored to your specific business needs.

Additionally, our Director of Managed Accounting Services collaborates with you monthly to review your business performance and goals, ensuring your management team has the necessary insights to make informed decisions.

We partner with you to provide options for improving your business processes.