Finance System Installation & Run
Your financial management system selected, installed and then run for you.
The problem this solves
Many growing businesses outgrow spreadsheets and a basic bookkeeping file, but nobody has the time to choose a new system, migrate the data and build the processes around it. The result is a half-installed tool and the same manual work. This engagement takes the whole job: choosing the platform, installing it, designing the processes and then running it.
What we do
Document what you need and compare platforms across categories such as cloud accounting, payables automation, expense management and reporting tools.
Design the chart of accounts and move your historical data across.
Set up approval workflows and build the reporting pack.
Train your team on the system and the new processes.
Document the monthly operating cadence, which KFMB then runs.
What you end up with
- A live financial management system
- Written process documentation
- A reporting pack
- Approval workflows in place
- A trained team
- A named person running the monthly cycle
Who this is for / not for
- Businesses that have outgrown spreadsheets or a basic bookkeeping file
- Owners who want the system run for them, not just installed
- Teams without an in-house finance lead
- Businesses happy with their current system
- Companies wanting a specific platform installed with no selection
- Anyone needing tax filing or an audit
How an engagement starts
Apply through the contact page and tell us about your current setup.
We review your application and hold a scoping conversation.
You receive a written proposal with scope, timeline and the run period.
Finance System Installation & Run — $20,000
KFMB Consulting is not a CPA firm. We do not perform audits or issue audit opinions, and this service is not tax, legal or investment advice.
FAQ
Which platforms do you work with?
We are platform-neutral. We compare platforms in the categories you need and recommend one based on your requirements.
Who pays for the software?
Software subscriptions are paid by you directly to the vendor and are separate from our fee.
What does the $20,000 cover?
The written proposal sets out exactly what the fee covers, including the length of the run period, before any work starts.
Is KFMB a CPA firm?
No. KFMB Consulting is not a CPA firm, does not perform audits or issue audit opinions, and this is not tax, legal or investment advice.
How do I start?
Use the Apply button to reach us through the contact page. There is no form or scheduler on this page.