Monthly Spend Review
A written review of your spend every month, with three clear actions for the month ahead.
Who this is for
Owners who want an outside check on spending every month
Businesses that have a budget but rarely compare spend against it
Teams that recently set up an expense policy and want it followed
What you get
- Spend by category versus budget for the month
- New and changed vendors flagged
- Policy exceptions listed with the transactions behind them
- Three recommended actions for the month ahead
- A short written summary you can share with your team
How it works
Choose the plan and set up your subscription.
Give us read-only access to your accounting system and card and bank exports.
Each month we review the period's spend against your budget and policy.
You receive a written monthly review with three actions for the month ahead.
What this is not
This is a review service; we do not approve, pay or block transactions. KFMB Consulting is not a CPA firm, does not perform audits or issue audit opinions, and nothing here is tax, legal or investment advice.
We advise on and configure your own existing card, banking and spend tools. KFMB Consulting does not issue cards, hold client funds or act as a bank or card provider.
Monthly Spend Review — $197/mo
FAQ
What do I need to provide each month?
Read-only access to your accounting system and your card and bank exports for the month.
Do I need a budget already?
It helps. If you do not have one, the first review compares spend against your recent average and we note that in the report.
Is there a long-term contract?
No. It is a month-to-month subscription.
Is this accounting or tax advice?
No. It is a management review of spending, not tax, legal or investment advice.