Let’s talk
Describe where your finances stand and what you can’t currently see; we tell you what we’d fix first and whether we’re the right fit.
✓ You’ll speak directly with Kayla, who manages the finance functions for dozens of growing businesses.
✓ Nothing to prepare. It’s a conversation about what’s working and what isn’t.
You’ll be talking to Kayla
Founder of Accountful and the financial consultant on every engagement, with 11 years supporting CEOs and owners with their accounting and finance.
connectWhat happens next
Thirty minutes on where the business is, what’s working, and which questions your current setup can’t answer.
We’ll ask for access to your accounts so we can see how complex things are, the volume, and what it’ll take to get them right.
What we’d do first, what the monthly retainer covers, and what cleanup costs if it’s needed. Month-to-month from there.
✓ You run a growing B2B service business or a nonprofit.
✓ You have support, but you still don’t feel like you’re getting what you need.
✓ You want confidence that your finance function is well managed, without having to do any of it yourself.
✓ You want access to an experienced advisor.
× You want the books done for the sole purpose of filing taxes.
× You’re not looking for month-over-month support.
Common questions
Do you prepare taxes?
No. We get your books accurate and ready for tax season, and we work directly with your tax preparer to make filing seamless.
What’s the commitment?
Month-to-month, with no long-term contract. You can stop anytime.
How long does a cleanup take?
The first close usually takes four to six weeks. Getting from messy to fully verified typically takes four to eight weeks, as we tie up loose ends.
Are we using the right systems?
We’ll tell you once we know the business. We start by taking over your existing systems as they are, without big changes, so everything keeps running and you keep getting the information you need. As we learn the business, we’ll recommend changes where they’d actually help.
Do I need to be on QuickBooks/Xero?
We work with clients on QuickBooks or Xero. The tools we use to run the close and the forecasting integrate with those two systems, and not every accounting platform supports them.
How long until my forecast is set up?
About two weeks after the first close. Working through the first close lets us dig into the books, including the timing and what’s moving through both the P&L and the balance sheet. Then we spend a week building the forecast and a week walking through it with you and making updates.
I have a really specific reporting need. Can you handle it?
Yes. Because of the way we enter and verify your data, we can set up whatever reporting you need to answer your questions.
