
Precision. Clarity.
Confidence in Every Number.
OUR SERVICES
Fractional CFO Advisory Services

When you need CFO-level expertise without the cost of a full-time hire, we partner with you to make smarter choices, increase profits, and achieve your goals. We deliver value in three ways:
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Budgeting & Financial Analytics: Set financial goals and assign accountability for results. Analyze financial performance in a timely and practical way that drives better decisions.
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Rolling Forecast: Understand the full implications of your decisions on profitability and cash, before you make them. Adapt quickly and confidently to a changing world.
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Strategic Planning: Define a long-term vision for your company, get everyone working in the same direction. Run what-if scenarios to evaluate risks and opportunities.
Business Systems Optimization

Occasionally, a bit of guidance is all it takes to get back on track. Our Business Systems services include chart of accounts setup, bookkeeping software implementation, records cleanup, and catch-up. We also specialize in restructuring and implementing internal accounting procedures to align with your business objectives. Our goal is to streamline operations, reduce costs, eliminate inefficiencies, and enhance productivity while maintaining or improving quality.
Full Cycle Bookkeeping and Reporting Services

Our comprehensive bookkeeping services cover every aspect of your financial needs. We classify and record all transactions, reconcile credit card and bank statements, as well as manage month and year-end closings to ensure accuracy. We provide accounts receivable and payable tracking, as well as payroll processing and reconciliation to keep your operations running smoothly. You’ll receive timely financial statements every month while our team handles 1099 reviews and submissions, sales and use tax reporting, and year end evaluations, simplifying tax preparation for you and your tax advisors.
PRICING
We recognize that every business is unique, so we tailor our pricing to fit your specific needs. Our fees are based on the volume and complexity of your business, and we don’t charge by the hour. Instead, we offer a fixed monthly service fee, allowing clients to reach out without worrying about additional costs.
Hi, I'm Kara,
the founder of K Beaman Financials.
In addition to 18 years of CFO experience in the wine industry, I am an FPAC (Certified Corporate Financial Planning and Analysis Professional) and hold a master's degree in accounting. I bring proven leadership experience and a genuine passion for supporting others to every business partnership I create.
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CONTACT US
K Beaman Financials
Santa Rosa, CA
707-345-4968