Creative agency
From doing it all to a real financial foundation
A founder eight months behind on her own books, overpaying self-employment tax, and unsure she could afford a hire.
View the case studyResults
What changes when the financial side is handled.
Three engagements, three different starting points, and the same pattern each time: get the records right, then build the reporting that makes decisions obvious.
Real estate fund
From one blended number to property-level clarity
No view of capital by property or return by asset. We moved the fund to QuickBooks with class tracking and reconciled every capital account.
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Investment firm
From unreliable records to a rebuilt capital structure
Ownership transitions and capital balances were tracked incorrectly. We rebuilt the history, corrected the tax classification, and restructured reporting.
View the case studyThe common thread
Different businesses, the same sequence
None of these engagements started with strategy. They started with records that nobody trusted, because strategy built on unreliable numbers is just confident guessing.
01. Rebuild the records
Reconcile every account back to statements, correct categorization, separate the owner from the business, and produce a clean starting point that will survive scrutiny.
02. Structure the reporting
Design reporting around how the business actually operates, by property, by service line, by partner, so the numbers answer the questions the owner is really asking.
03. Decide with real numbers
With reliable reporting on a predictable schedule, decisions about allocation, pricing, hiring, and distributions stop being guesses.
Our clients
What owners say about working with us
“They make accounting feel approachable. I trust their guidance completely and appreciate how responsive they are. It’s rare to find that level of reliability.”
“Kafoo CPA has been a game-changer for my online store. As a CPA for e-commerce businesses, they took care of my accounting and taxes, giving me peace of mind and the freedom to scale.”
“Kafoo understands startups and tech businesses. Their financial reports are so clear and custom bookkeeping solutions made everything simple and saved us time. Highly recommended.”
Your situation is different. The starting point rarely is.
Tell us where things stand and we’ll tell you what we’d do first.