Huaka‘i Kaua‘i Admin & Bookkeeping Services

Our Services

• Small Business Solutions: Streamline your operations with our complete bookkeeping services, covering everything from monthly reconciliations to payroll and financial reporting, allowing you to focus on running your business.
• Individual Financial Management: Gain control over your finances with our bookkeeping support, helping you keep accurate and organized financial records.
• Kūpuna Care: We provide our elders with straightforward and attentive bookkeeping services, ensuring their financial matters are handled carefully and confidently.

Our Approach

At Huaka‘i Kaua’i Admin & Bookkeeping Services, we approach each client’s financial journey with a commitment to personalized service. We understand that each client has unique needs and goals, and we tailor our services to match. From initial assessments to ongoing financial management, we always focus on providing clear, understandable, and actionable financial insights.

Integrity in Every Step

Integrity is at the heart of all we do. Navigating your financial journey with honesty and transparency is the key to achieving lasting success. We commit to upholding the highest standards of integrity, ensuring you have peace of mind knowing your finances are in capable hands.

Take the first step towards organized financial management today! Fill out our Client Intake Form and let us help you streamline your financial tasks.

Huaka‘i Kaua‘i Admin & Bookkeeping Services Overview

At Huaka‘i Kaua’i Admin & Bookkeeping Services, we provide a wide range of services tailored to meet the needs of small businesses, families, and kūpuna. We help you navigate your financial journey with care and confidence.

Here’s an overview of the services we offer:

Bookkeeping Services

• Monthly General Excise Tax: Assistance with monthly, quarterly, or annual filings and comprehensive support.
• Monthly Bank Account Reconciliation: Ensuring your bank account statements match your financial records accurately.
• Monthly Credit Card Account Reconciliation: Keeping your credit card statements aligned with your financial records.
• Monthly Financial Reports: Detailed reports to help you understand your financial health.
• Year-End Preparation for CPA: Organizing and preparing all necessary documents for your CPA at the year-end.
• Catch-Up Bookkeeping: Updating your books to reflect current standings from past periods.
• Expense Tracking & Categorization: Keeping track of daily expenses and categorizing them for better financial management.
• Accounts Payable Management: Managing your bills and scheduling payments to avoid late fees.
• Accounts Receivable Monitoring: Handling invoicing, follow-ups, and tracking collections.

Additional Services

• General Ledger Maintenance: Up-to-date recording of your financial transactions.
• Payroll Processing Support: Assisting with payroll processing to ensure accuracy and compliance.
• Assist with Scheduled Audit: Providing support during financial audits.

Specialized Assistance

• Catch-Up Help for Past Tax Filing: Assistance with filing taxes for previous years to stay compliant with tax laws.