Your finance team—
without the full‑time hire.
Clean books. Monthly close. CFO‑level strategy.
Pick what you need.
Finance Snapshot
- Monthly Close On track
- Cash Position Healthy
- Reconciliations Current
- Forecast Updating
- Tax Prep Ready
This is what clarity looks like.
Build your finance stack
Start with what you need. Add more as you grow.
Foundation: Accounting + Monthly Close
The base. Clean books, reconciled accounts, monthly financials delivered on time.
- ✓ Bookkeeping + reconciliations
- ✓ Monthly P&L / Balance Sheet / Cash Flow
- ✓ Clean chart of accounts
- ✓ AR/AP workflow support
- ✓ Close checklist + cadence
+ CFO Advisory
Everything above, plus strategic finance.
- ✓ Cash flow + runway modeling
- ✓ Forecasting + budgeting
- ✓ KPI dashboards
- ✓ Pricing + margin analysis
- ✓ Hiring + burn control
+ Full CFO
Board-ready financial leadership.
- ✓ Fractional CFO access
- ✓ Budgeting + runway model
- ✓ Board-ready reporting
- ✓ Strategic planning
Accounting + Monthly Close
- ✓ Bookkeeping + reconciliations
- ✓ Monthly financials (P&L / BS / CF)
- ✓ Clean chart of accounts
- ✓ AR/AP workflow support
- ✓ Close checklist + cadence
Available standalone
CFO Advisory
Strategic finance leadership—with or without our accounting services. Cash flow clarity, forecasting, and KPI visibility for founders who already have a bookkeeper or want CFO guidance only.
- ✓ Cash flow + runway
- ✓ Forecasting + budgeting
- ✓ KPI dashboards
- ✓ Pricing + margin decisions
- ✓ Hiring + burn control
Available standalone
Full CFO
Dedicated fractional CFO for board-ready reporting and strategic planning. Available standalone or paired with our accounting base.
- ✓ Fractional CFO access
- ✓ Budgeting + runway model
- ✓ Board-ready reporting
- ✓ Strategic planning
Available standalone
Add-ons available with any plan
Controller Oversight
Senior-level review layer for accuracy + compliance.
Tax Coordination
We work with your CPA so tax season is seamless.
Not your typical finance partner
The old way
The Kaimana way
From chaos to clarity
Five steps. Then you never think about your books again.
Connect accounts
Link your QuickBooks, Xero, bank feeds, and key documents. We get a full picture of where things stand.
Week 1
Stabilize books
We clean up the backlog, fix categorizations, reconcile accounts, and establish a solid baseline.
Weeks 2–4
Close monthly
Every month: reconciled accounts, accurate financials, delivered on time with a close checklist.
Month 2+
Build forecast
Growth + CFO tiersCash flow projections, runway modeling, and KPI dashboards so you can see what's ahead.
Month 3+
Run decisions
Growth + CFO tiersWith clean data and clear visibility, you make better decisions—pricing, hiring, growth.
Ongoing
We don’t replace your CPA. We make tax season boring.
Outcomes
0
day monthly close cadence
Weekly
cash visibility
0
hidden fees
0
tax season ready
Case Study
The problem: Founder running a $40k/mo restaurant group. Hadn’t closed books in 8 months. No idea what was profitable.
30 days later: Clean books, monthly close running, margin visibility by location. Now makes data-driven menu and staffing decisions.
— Founder, restaurant group · Oahu
Pricing
Transparent tiers. No surprises. Scale up as you grow.
Foundation
Starting at
$250/mo
Accounting + monthly close
- ✓ Bookkeeping + reconciliations
- ✓ Monthly financials
- ✓ Clean chart of accounts
- ✓ Close checklist + cadence
Growth
Most PopularStarting at
$500/mo
Close + reporting + lightweight cash plan
- ✓ Everything in Foundation
- ✓ Cash flow reporting
- ✓ KPI dashboard
- ✓ Lightweight forecasting
- ✓ Priority support
CFO
Starting at
$1,250/mo
Full fractional CFO + forecasting
- ✓ Everything in Growth
- ✓ Fractional CFO access
- ✓ Budgeting + runway model
- ✓ Pricing + margin analysis
- ✓ Board-ready reporting
Looking for CFO advisory without bookkeeping? Standalone fractional CFO engagements available. Learn more →
A full-time bookkeeper in Hawaii: $45–65k/yr.
A full-time CFO: $150–250k/yr.
Kaimana gives you both—starting at $250/mo.
FAQ
Can I start with just bookkeeping and add CFO later?
Absolutely. Most clients start with Foundation and add advisory as they grow. No contract changes needed.
Can I get CFO advisory without bookkeeping?
Yes. If you already have a bookkeeper or internal accounting team, we can provide CFO-level strategy, cash flow visibility, and forecasting as a standalone engagement.
Do you require long-term contracts?
No. Month-to-month. We earn your business every month.
How is this different from my current bookkeeper?
Most bookkeepers categorize transactions. We build a finance function: reconciled monthly close, real financials, and if you want it, strategic oversight.
I’m behind on my books. Can you help?
Yes—that’s our Cleanup service. We’ll get you current, then transition to monthly.
Do you work with very small businesses?
Yes—if you have consistent revenue and want a monthly cadence.
What’s your minimum viable client?
Typically $15k+/month revenue OR meaningful transaction complexity + desire for monthly reporting.
Do you handle taxes?
We coordinate with your CPA; we’re not filing your return.
QuickBooks or Xero?
Both.
How fast can we get clean books?
Depends on current state; cleanup then steady monthly close.
Contact
Send a message. We’ll respond within 24 hours.