Are You Sure Your Trust Accounting is Being Handled Correctly?

Are you 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…

Is your bookkeeper is recording transactions incorrectly, thereby putting you in a situation where you are overpaying taxes? Do you know?

  • 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?
  • 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?
  • Your staff is great in supporting you, but are they equipped with the proper accounting experience your business needs?
    Make sure your accounting is helping your business succeed! 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.

    Learn Exactly Where Your Books Stand, So You Can Make Informed Decisions Regarding Your Business Today!

    Learn More About a QuickBooks Online Discovery Assessment Now!

    QuickBooks Online Discovery Assessment Designed for Business Growth

    If you’re unsure what the true health of your books and accounting practices are, it’s not your fault. We created a QuickBooks Online Discovery Assessment to review your QuickBooks Online account, as a way to provide a 3rd party review of your books, to make sure your accounting is not costing your time and money. Strategic financial clarity is so incredibly important when looking to grow and scale your business’s profitability and not your business’s inefficiencies.

    You’ve made it to the right place. It’s time to get a financial team and the financial system that allow your business to grow the way you want it to, and maybe even beyond what you dreamed possible. To gain that financial clarity and fuel your business growth, our QuickBooks Online Discovery Assessment reviews 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.
    • Your own QuickBooks Online Discovery report, with a list of possible anomalies, if any, to address.
    • Guidance on mitigating and/or maximizing problem/successful areas of your business to fuel profitability.
    • A 40-minute call with a Kahuna NaVigator to walk through your report and answer whatever questions you may have.
    • PLUS An additional 40-minute call with a Kahuna NaVigator within 45 or so of receiving your report, to answer whatever questions you may have once you started mitigating problems uncovered in your report.

    Here’s What It Looks Like:

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

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

    You can mitigate problem areas and maximize your firm’s profitability with complete clarity.



    You Don’t Have to Settle For Status Quo

    Let Kahuna Accounting provide you the insight you need to get from where you are to where you desire to be. Here’s how it works:

    Step 1: 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

    Whether our world-class team handles the day-to-day bookkeeping or our team works as an extension to your existing bookkeeper/accountant, you will 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 part of 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 Sure Your Trust Accounting is Being Handled Correctly? Let the Experts Uncover the Health of Your Books, So You Can Have Peace of Mind Today!

    Begin With a 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 bookkeeping and provide insight to help the practice grow. This typically works best for practices 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. Or if you want to do big things and be a better leader and owner of your practice, and you are ready to take control of your results and build the practice you had in mind when you started, we’d love to partner with you to make it happen.

    To get started, all you have to do 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 complimentary appointment, to determine if our solution is right for you!

    Schedule Now!