Your outsourced finance department
Accountful becomes the finance department inside your business: the accounting foundation, the day-to-day operations, and monthly advisory that helps you understand performance and plan for what’s next.
The finance department behind growing B2B service businesses and nonprofits
The gap
How it works
A strong finance function starts with accurate accounting, builds on efficient day-to-day operations, and delivers the financial insight needed to guide your business forward. Each layer supports the next, giving you a complete financial picture.
1
Build a strong financial foundation with accurate books and meaningful reporting.
The work
We maintain accurate books, complete a thorough monthly close, and structure your reporting to give you a clear understanding of your business’s financial performance.
Includes
→ Monthly bookkeeping and reconciliations
→ Month-end close and financial review
→ Financial reporting and analysis
2
Day-to-day financial operations, handled.
The work
We manage your day-to-day financial operations. With experienced oversight and efficient processes tailored to your business, we keep everything running smoothly so you can focus on running your business.
Includes
→ Invoicing and collections
→ Bill pay and vendor management
→ Payroll coordination
3
The financial perspective behind better decisions.
The work
Financial reporting tells you where you’ve been. We help you understand where you’re headed. Through forecasting, performance analysis, and ongoing advisory, we give you visibility into future cash flow, profitability, and financial capacity so you can plan and make decisions with confidence.
Includes
→ Financial planning and forecasting
→ Cash flow analysis
→ Performance reporting
→ Ongoing financial advisory
Why Accountful
Explore what each option typically provides—and what responsibilities remain with your team.
Select an option to compare ↓
What you get
✓ Transaction recording and account reconciliations
✓ Routine bookkeeping and monthly financial statements
What you still need
× Reviewing the accuracy and completeness of the books
× Developing meaningful financial reporting
× Managing invoicing, bill pay, and cash flow
× Interpreting results and planning ahead
In our clients’ words
Annual income doubled after year one
“Accountful Advising’s customized support met me where I was and grew with me.”
Tres Jiménez
Founder, Tres Jimenez Coaching & Consulting
Close, payroll and planning
“Accountful Advising has turned our accounting function from our monthly stress into a monthly asset.”
Alex Eckhart
Founder, Slingshot Content
Reporting and expert insight
“They told us more about the state of our business in the last 60 minutes than we have received in the last 5 years!”
Joe McGarvey
President, MCG Strategic
After a payroll transition
“Accountful brought clarity, ensured accuracy, and helped us navigate challenges after our payroll transition. Now, we make decisions with greater confidence and insight.”
Dennis Johnson
Founder, Sort Sol Group
Financial reporting
“Accountful has completely upgraded the way we approach financial reporting. Their platform is intuitive and provides real-time insights that help us make informed decisions quickly.”
Tweed Thornton
Executive Director, The City Club of Chicago
Proactive advisory
“Accountful is detailed, professional, and excellent communicators. Their proactive approach has helped us make more informed financial decisions and optimize our business strategy.”
Richard Shapiro
Founder, The Center for Client Retention
Responsive support
“They are very responsive to everything that is being worked on.”
Ellen Gu
Global Director of Finance, NeuroLeadership Institute
Annual income doubled after year one
“Accountful Advising’s customized support met me where I was and grew with me.”
Tres Jiménez
Founder, Tres Jimenez Coaching & Consulting
Close, payroll and planning
“Accountful Advising has turned our accounting function from our monthly stress into a monthly asset.”
Alex Eckhart
Founder, Slingshot Content
Reporting and expert insight
“They told us more about the state of our business in the last 60 minutes than we have received in the last 5 years!”
Joe McGarvey
President, MCG Strategic
After a payroll transition
“Accountful brought clarity, ensured accuracy, and helped us navigate challenges after our payroll transition. Now, we make decisions with greater confidence and insight.”
Dennis Johnson
Founder, Sort Sol Group
Financial reporting
“Accountful has completely upgraded the way we approach financial reporting. Their platform is intuitive and provides real-time insights that help us make informed decisions quickly.”
Tweed Thornton
Executive Director, The City Club of Chicago
Proactive advisory
“Accountful is detailed, professional, and excellent communicators. Their proactive approach has helped us make more informed financial decisions and optimize our business strategy.”
Richard Shapiro
Founder, The Center for Client Retention
Responsive support
“They are very responsive to everything that is being worked on.”
Ellen Gu
Global Director of Finance, NeuroLeadership Institute
The team
Experienced professionals providing the hands-on support and financial guidance your business needs.
Founder & Fractional Director of Finance
With 11 years of experience across corporate accounting, B2B service businesses, and nonprofits, Kayla brings a combination of technical expertise, operational insight, and strategic thinking to every engagement. Known for her thorough, proactive approach, she has a talent for identifying gaps in financial information, uncovering meaningful insights, and translating complex numbers into practical guidance. She founded Accountful in 2022 and remains personally involved in every client relationship.
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Staff Accountant
Brandy brings over a decade of accounting and FP&A experience and a Master of Science in Accounting. Dependable, detail-oriented, and highly analytical, she excels at working with complex financial data to identify discrepancies and produce accurate, meaningful reporting. She plays a key role in managing client month-end closes, ensuring financial records are reliable and consistently maintained.
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Staff Accountant
Tiandra brings experience in public accounting and government finance, along with a Master’s in Accounting. Having supported CPA firm clients and a county finance department managing a multimillion-dollar budget, she combines strong technical accounting knowledge with a proactive, detail-oriented approach. She’s skilled at identifying discrepancies and recognizing issues before they’re brought to her attention, helping ensure clients’ financial records are accurate and reliable.
connectLet’s discuss where your finances stand, what questions you need answered, and how Accountful can help. Schedule a 30-minute introductory call, with no obligation.
FAQ
Here are answers to a few common questions about working with Accountful.
let’s talkHow do Accountful’s engagements and pricing work?
We work on a monthly retainer tailored to your business’s needs. Whether you need support with accounting, day-to-day financial operations, financial planning and advisory, or a combination of services, we build an engagement around the level of support that’s right for your business. Pricing is based on the scope and complexity of the work involved.
How does Accountful’s support evolve as my business grows?
Our support is designed to grow with your business. As your financial operations become more complex, we can expand our involvement, improve processes, and implement systems that support your changing needs. Whether you’re adding employees, managing more transactions, or planning your next stage of growth, we help ensure your financial operations keep pace.
How will Accountful help me better understand my finances?
We start by making sure your accounting is accurate and structured to provide meaningful information. From there, we develop reporting and forecasts that help you understand where your money is going, what’s driving profitability, and what lies ahead. We meet with you regularly to review the numbers, answer questions, and identify areas that need attention.
How involved do I need to be when working with Accountful?
Our goal is to take financial management off your plate, not add to it. Getting started requires some collaboration as we learn your business and establish our processes. From there, we handle the day-to-day responsibilities within our scope and keep requests for your input focused and efficient. You’ll stay involved in key decisions, share important business updates, and meet with us to review financial performance and plan ahead. The frequency of those meetings is tailored to your preferences.
Can Accountful work with my existing bookkeeper or accountant?
Absolutely. We tailor our involvement to your existing team and the support your business needs. If you have an internal bookkeeper, we can work alongside them, overseeing the monthly close, reviewing financial accuracy, and developing meaningful reporting. If you’d prefer to outsource the entire function, we can manage the day-to-day financial operations as well. We also collaborate directly with your tax preparer to ensure they have the accurate financial information needed for tax planning and preparation.
