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.

Our team scales to meet your needs and deadlines, always prioritizing the client and ensuring peace of mind with accurate and timely service.


To learn more about our Managed Accounting Services,
contact Payton Wayne at