Full Accounting and Integration Setup
See your entire business in real time at a glance
The first step in working with Kahuna is our team of professional accountants will provide a full setup into Xero accounting software. No matter what you have been using to this point, our team will seamlessly transition you into our system, and in a few days you’ll be able to see financial reports on the current state of your business.
Bank Reconciliations Done For You
You focus on your business, we’ll take care of the bank reconciliations
The heart of bookkeeping is reconciling your bank and credit card transactions to the proper categories in your accounting system. It can seem complicated, but your bookkeeping really boils down to two things. Money coming in and money going out.
When you get paid and money hits your bank account, that transaction will automatically come into our accounting system. The only thing left to do is match the bank transaction to the proper invoice. Your invoices can be created and sent right from Xero. Kahuna will find and match the proper invoice to the payment received and the transaction will be reconciled.
If you send an invoice and don’t get paid, we will be able to track it on your dashboard and provide an easy way to follow up on unpaid invoices.
When you have expenses, the money will also come out of your bank or credit card accounts. All you have to do is take a picture of a receipt or upload the PDF of a bill and our accounting team will match the payment with the proper expense account.
Detailed Financial Reports
Keep a Finger on the Pulse of Your Business
Keeping your books is only part of the process. We want you to feel confident as a business owner, so part of Kahuna’s package is to prepare and provide monthly financial reports, so you can see exactly what is happening in real time.
Every month, we will send you:
– Balance Sheet
– Income Statement (Profit & Loss)
– Aged Receivables
– Aged Payables