Our Services
Everything between the bank statement and the big decision.
Base Accounting
Accounting: Core
The foundation tier. Clean, reliable monthly accounting for a single entity. Bank and credit card reconciliations, a standard monthly close, monthly profit and loss and balance sheet, and basic email support. The disciplined baseline every other engagement builds on.
Accounting: Growth
Accrual-based monthly accounting with CFO-level review. Everything in Core plus accrual adjustments, financial review notes, limited class and location tracking, and a quarterly financial review meeting with Kalea.
Accounting: Managed
The fullest accounting tier with accrual books, detailed close review, monthly financial review calls, and priority support. For businesses that want their accounting function genuinely managed with monthly time on the numbers.
Advisory
Advisory: Quarterly
A standing quarterly seat with a CFO-level advisor. Each quarter, Kalea reviews the business's financial picture with you, covering performance, cash flow, opportunities on the table, and the decisions ahead.
Advisory: Monthly
Monthly CFO-level advisory for owners in motion. A monthly working session covering profitability, cash flow, pricing, financing preparation, and growth, with an advisor who knows your business between sessions.
Advisory: CFO-Lite
Ongoing CFO-level financial leadership without the full-time hire. Kalea works as your senior financial partner on forecasting, cash flow, financing preparation, growth decisions, and entity structure guidance.
Standalone Services & Add-Ons
Hawaii GET Compliance
Hawaii's General Excise Tax handled correctly. Accurate classification of gross income, periodic and annual filings on schedule, and clean records behind every return. We handle standard filings and the complex situations that come with multiple entities or income types.
Accounts Payable
Vendor bills managed end to end as an add-on to your accounting engagement. Tracking, scheduled payment runs, vendor setup and maintenance, and clean recording in the books.
Accounts Receivable
Invoicing oversight that keeps receivables organized: monthly aging and tracking at the lighter tier, monthly reporting with structured follow-up at the standard tier. Scoped deliberately: organized oversight and follow-up rather than a collections operation.
Cleanup & Catch-Up
Books that have fallen behind need more than catch-up. Kai Crest rebuilds your accounting to a standard worth building on, then helps you keep it there.
1099 Filing
Year-end 1099 preparation and filing for contractors and vendors. Forms are prepared accurately and filed on deadline, with per-form pricing that scales with your vendor count.