Designed for Small Businesses
You probably need more than a bookkeeper. That’s why we designed our business to provide comprehensive accounting services, which can include CFO-level expertise, at a price you can afford.
You might be thinking that you couldn’t possibly afford to hire an in-house CFO or even bookkeeper. While that might be true, you can get that same level of expertise and insight at a price you can afford working with us.
As a small business ourselves, we know which numbers you need to accurately measure your business, your services, and your team’s productivity. And our system is designed to give you a real-time picture of your agency’s finances, so you can make more confident decisions.
Hear from YDOP Internet Marketing’s CEO Steve Wolgemuth about why he hired Kauffman CPA.
Just like you, we don’t believe in one-size fits all solutions. However, we do start each new client off in the exact same way. We listen to you tell us about your business. Once we know what you want and need we create a customized menu of services for you. Our work is all cloud-based, so you can always access your vital business information and financial reports.
Email & Phone Support
UnlimitedEmail & Phone Support
UnlimitedEmail & Phone Support
UnlimitedCloud-Based Accounting
Cloud-Based Accounting
Cloud-Based Accounting
All Software Subscription Costs
All Software Subscription Costs
All Software Subscription Costs
Review P&L Transactions and Coding
MonthlyReview P&L Transactions and Coding
MonthlyReview P&L Transactions and Coding
MonthlyCFO Call
QuarterlyCFO Call
MonthlyCFO Call
MonthlyPaperless Document Management
Paperless Document Management
Paperless Document Management
Record All Bank and Credit Card Transactions
Record All Bank and Credit Card Transactions
MonthlyRecord All Bank and Credit Card Transactions
2x/WeekInvoice Clients and Accounts Receivable
Invoice Clients and Accounts Receivable
Every OtherInvoice Clients and Accounts Receivable
2x/WeekAccounts Payable and Bill Payment
Accounts Payable and Bill Payment
Every OtherAccounts Payable and Bill Payment
2x/WeekPayroll Processing and Payroll Tax Filings
Payroll Processing and Payroll Tax Filings
Every OtherPayroll Processing and Payroll Tax Filings
2x/WeekReconcile Bank and Credit Card Accounts
Reconcile Bank and Credit Card Accounts
MonthlyReconcile Bank and Credit Card Accounts
MonthlyBalance Sheet Reconciliations and Review
Balance Sheet Reconciliations and Review
MonthlyBalance Sheet Reconciliations and Review
MonthlyFinancial Reports Package
Financial Reports Package
MonthlyFinancial Reports Package
MonthlyEmployee Expense Reimbursements
Employee Expense Reimbursements
Employee Expense Reimbursements
MonthlyMonth End Accrual Entries
Month End Accrual Entries
Month End Accrual Entries
MonthlyFinancial Dashboard and KPIs
Financial Dashboard and KPIs
Financial Dashboard and KPIs
WeeklyCash Flow Management and 10 Week Projection
Cash Flow Management and 10 Week Projection
Cash Flow Management and 10 Week Projection
WeeklyPerformance By Client/Job Report
Performance By Client/Job Report
Performance By Client/Job Report
Monthly12 Month Rolling Financial Forecast
12 Month Rolling Financial Forecast
12 Month Rolling Financial Forecast
MonthlyYou probably need more than a bookkeeper. That’s why we designed our business to provide comprehensive accounting services, which can include CFO-level expertise, at a price you can afford.
We’re able to keep costs down by using technology and automation to our advantage, while keeping customer relationships and communication at the forefront.
As a client, you will have a go-to person at Kauffman who you can contact or meet with any time you have questions or need information. It is our goal to build a genuine & long-lasting partnership with you.
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