Are You Sure that Your Trust Accounting is Being Handled Correctly?

You might really like your bookkeeper but more importantly, do you feel confident your trust accounting is being handled by state bar standards? Would your bookkeeping survive an audit by the state bar? Your livelihood and law license is on the line….

Start 2020 with confidence! Let Kahuna perform an assessment of your accounting system to see if it is efficient and, most importantly, if it will empower you to achieve your goals on the fastest route possible.

  • Your staff is great in supporting you, but are they equipped with the proper accounting experience your business needs?
  • When you’re staff is sick, is your accounting able to continue running effectively and efficiently?
  • Do you know the real financial health of your business? Not just your bank account balance.
  • If you receive financial reports, do you actually know what those reports mean?
  • Do your systems collaborate efficiently to create a true check and balance?
  • Are you facing tax challenges simply because you don’t have your financial house in order?
  • Do you know where your business is and where it can go?
  • Do you have a simple yet efficient grasp of your business’s cash flow?
  • Are You Seeking Strategic Financialy Clarity & Peace of Mind? Unsure If Your Books Are a Mess or Your Practices Are Efficient & Effective? Begin Your QuickBooks Online Discovery Assessment Now!


    Kahuna QuickBooks Online Discovery Assessment Designed for Business Growth

    You’ve got big dreams and ambitions. It’s time to get a financial team and the financial system to match those ambitions. To gain that financial clarity and fuel your businesses growth, Kahuna will review the following: 

    • A quick check of your accounting system (this is strictly for QuickBooks Online) processes, and practices for accuracy and efficiency
    • A review of your chart of accounts and trust accounts.
    • A snapshot of your forecasted cash flow.
    • A list of possible anomalies, if any, to address.
    • Guidance on mitigating and/or maximizing problem/successful areas of your business to fuel profitability.

    Here’s What It Looks Like:

    We will review your current systems, processes, and practices for accuracy and efficiency.

    You receive your Discovery Assessment Report with our findings along with possible anomalies.

    Mitigate problem areas and maximize your firm’s profitability with complete clarity.


    Don’t Settle For Status Quo

    Here’s how it works:

     You’ll Gain Peace of Mind When We Clean Up Your Financials

    Many lawyers have no idea how much money they are making or how the firm is doing. At best they have financial information but it’s too late to do anything with it.

    Getting setup in Kahuna’s financial system is seamless and simple. With input from you, we’ll do all the work.  Whether we clean up your historical data (limits apply and must be reviewed) or start clean beginning on January 1st, we’ll handle the transition and you’ll stay focused on your practice.

    Step 2: You’ll Save Time and Reduce Stress When We Take Over the Bookkeeping

    Our world class team will handle the day-to-day bookkeeping so you’ll have real-time data and a forward-looking view of how to improve.

    You can focus on building your firm.  Let us take care of the numbers to keep you on track.

    Step 3: You’ll Gain Confidence and Clarity with our Reporting System

    Having the bookkeeping under control is only the foundation. Once that’s set, we’re going to provide you with a set of management reports every month to guide you toward growth. Every month you’ll see:

    • Balance Sheet
    • Profit and Loss
    • Gross Revenues
    • Gross Expenses
    • Net Income
    • Owner’s Draw
    • Accounts Payable / Receivable Report
    • Budget Variance Report (Optional)
    • Cash Flow Report and Trends 
    • Dynamic Guidance System (Real Time Dashboard Optional)

    When you get these reports, our team will share with you some standout numbers and be available to discuss exactly what’s happening financially in your organization.

    We will be your financial team, providing accountability and guidance so you can focus on achieving your goals!

    Our World Class Service is Highly Recommended:


    Kahuna has been featured by:

    • Clio
    • The Lawyerist
    • Attorney at Work
    • Juris Page
    • LawPay
    • Global Mac IT
    • Lex Tech Review
    • And many, many others…


    "The difference between working with Kahuna or a freelance bookkeeper or DIY was the level of commitment and depth of knowledge you get with their team."

    Lex Tech Review

    "Kahuna surpassed our expectations. Excellent communication understands the RPCs and issues with trust accounts. It is such a heavy burden and when you have people you trust, that is professional and responsive, that weight disappears. I was a bit reluctant to hire them because they are not based in my home state. Those concerns disappeared quickly."

    Aaron Pelley ~Cultiva Law, PLLC

    "The necessary evil that all attorneys have to face in managing their business is trust accounting. One small mistake with trust accounting can jeopardize an entire firm. Kahuna helped me catch those things, which is invaluable."

    Brian R.

    " It has been an absolute joy working with Kahuna! My questions are always answered in plain English. The team is knowledgeable and shared information with me about my tax situation that I did not know. Kahuna delivered real results! Thank you Kahuna for the excellent service!"

    Audrey K. Chisholm, Attorney For Nonprofits

    Are You Seeking Strategic Financialy Clarity & Peace of Mind? Unsure If Your Books Are a Mess or Your Practices Are Efficient & Effective? Begin Your QuickBooks Online Discovery Assessment Now!



    Want to Work with Kahuna Accounting?

    Listen, we want to be clear that we are not for everybody. We love entrepreneurs and helping them grow. Our system is to automate and simplify the bookkeeping and provide insight to help the business grow.

    This typically works best for businesses that are rapidly growing and craving a deeper insight into their business.

    If you are more status quo or looking for the lowest cost way to just have financials for a CPA we are probably not going to be right for each other.

    But if you are tired of looking backward, and wondering where you stand. If you want to do big things and be a better leader and owner of your business.

    If you are ready to take control of your results and build the business you had in mind when you started, we’d love to partner with you to make it happen.

    All you have to do to start is fill out the form on this page and we will do a quick assessment on what a good next step would be for your particular situation.

    Schedule Your Strategy Call Now

    Complete this form to schedule an appointment, to determine if our solution is right for you!