Financial Management
KFMB Financial Operating System
We set up a simple financial operating rhythm for your business: weekly cash view, monthly close review and an owner dashboard.
$1,297One-time investment
Apply nowWhat's included
- Review of current reports and processes
- Weekly cash position routine
- Month-end review checklist tailored to you
- Owner KPI dashboard template set up with your numbers
- Budget vs actual review template
- Handover session for owner and bookkeeper
How it works
- Apply and complete the intake
- Review of your current setup
- Build and configure the system
- Handover session
Who this is for
- Owners who want to understand their numbers
- Businesses with a bookkeeper but no reporting rhythm
- Teams preparing for growth
Who this is not for
- Anyone needing bookkeeping, tax or audit work
- Businesses without any records
- Anyone wanting ongoing CFO support
Delivered with our fulfillment partner
Delivered with a vetted specialist partner.
Frequently asked questions
What is included in the scope?
A consulting package covering the items listed above. This is advisory, not accounting, tax or audit work.
How long does it take?
Delivery timing is agreed after the intake.
How does payment work?
Paid in full through our secure Stripe checkout before work begins.
What is your refund policy?
Refunds follow our Refund & Returns Policy. If you have a question about your engagement, contact us before work begins.
How do I get started?
Send the application below. We review it, confirm fit and scope, then you can secure your spot with the payment button.