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.
What This Is
This is accounting with real oversight. Beyond the monthly close and accrual adjustments, you get detailed review of every close, a monthly financial review call, basic KPI tracking, and priority support. Someone is genuinely accountable for your accounting function and the quality of your financials.
The service builds on everything in Accounting: Growth. Full accrual accounting, financial review notes, class and location tracking where needed. At this tier, Kalea reviews the close in detail each month and meets with you to discuss the numbers, the trends, and the decisions that follow from them.
The Monthly Close
The Monthly Close
Each month ends with a detailed close that goes beyond reconciling accounts. Every transaction is categorized properly. Accrual entries are recorded. The books are reviewed at a level that catches small errors before they compound. You get financials you can trust and hand to anyone who needs them.
The Monthly Call
The Monthly Call
Once the close is complete, you have a scheduled call to review the results. This is time on your calendar each month to understand what the numbers are showing. Revenue trends, expense patterns, the KPIs that matter to your business. The reports stop being documents you receive and become conversations you have.
When This Fits
This tier is for businesses that want their accounting function genuinely managed. That means someone with experience reviewing the close in detail, tracking the metrics that matter, and making time every month to discuss what the numbers are saying. You stay informed without doing the accounting work yourself.
Multi-entity businesses often land here. When you have intercompany transactions, shared expenses, or the need for consolidated reporting, the accounting gets more involved. This tier accounts for that complexity with a pricing premium that reflects the additional work required to keep multiple sets of books clean and reconciled.
Multi-Entity Complexity
Multi-Entity Complexity
Businesses with multiple entities face challenges that simpler engagements cannot handle well. Intercompany transactions need to be recorded correctly on both sides. Shared expenses need to be allocated properly. Consolidated reporting requires books that reconcile across entities. This tier is built for that reality.
The Foundation for Advisory
The Foundation for Advisory
For many clients, managed accounting becomes the operational layer beneath an advisory engagement. When you add Advisory: CFO-Lite for ongoing financial leadership, this tier ensures the accounting foundation is solid. The books are detailed enough to support forecasting, cash flow discipline, and the analysis that serious advisory work requires.
What Changes
Accounting becomes something you can rely on without constantly managing it yourself. The close happens, the review happens, the call happens. Someone is tracking the numbers and bringing you into the conversation at a regular rhythm. You stay informed and confident in your financials without doing the work.
Over time, the monthly calls create a record of how your business performs. Patterns emerge. Questions get answered before they become problems. The relationship with your accounting function shifts from reactive to informed.
Accountable Oversight
Accountable Oversight
You have someone responsible for the quality of your books and the clarity of your reports. Questions get priority attention. Issues get caught during the detailed close review before they become larger problems. The accounting function runs the way it should for a business at your level.
Ready for More
Ready for More
When you want deeper advisory work, the foundation is already in place. Stepping up to Advisory: CFO-Lite becomes natural because the books support the analysis and planning that engagement involves. If you prefer a lighter accounting touch, Accounting: Growth and Accounting: Core provide solid alternatives. Schedule a consultation to discuss which tier fits your business.
Hawaii's Trusted Accounting and Advisory Partner
The Next Step:
A Conversation
Schedule a call to talk through your business and see if we can help. A real conversation about where you are and where you're headed.
Not Sure Where
to Start?
Request our complimentary Financial Clarity Assessment and we will walk through your results together — no cost, no obligation.