Kōkua Financial · Mark McCormick, CPA

In Hawaiian, kuleana means responsibility, and also a right or privilege that comes with it. Hoʻokuleana turns it into action: to take responsibility, to make something your duty. It is the first value on our list because it describes what you are actually paying a bookkeeper for.

Most small-business owners in Hawaiʻi did not open a restaurant, a rental or a contracting business to reconcile bank statements. When you hand us your books, you are handing over a responsibility. We take that seriously.

What taking responsibility looks like

  • We finish the job. Every month the bank and credit card accounts are reconciled, the books are closed, and your reporting package is delivered. Not “mostly done.” Done.
  • We track the deadlines, not you. GET and TAT returns, payroll filings and estimated tax payments are on our calendar, so they are not on your mind.
  • We own our mistakes. If we get something wrong, we tell you and we fix it.
  • We follow up. If a receipt is missing or a deposit doesn’t match, we ask once, clearly, and we keep the list short.

Responsibility you can see

Taking responsibility shouldn’t require blind trust. Every month you get the same package: a profit and loss statement, a balance sheet, a list of who owes you and who you owe, and a short note on anything unusual. A CPA reviews every month’s work before it goes to you.

If you ever wonder whether something got filed, the answer should take one email, not a search through a shoebox.

What stays yours

Hoʻokuleana also means being clear about whose kuleana is whose. You know your business. You decide what to spend, whom to hire and when to grow. Our job is to make sure the numbers in front of you when you make those decisions are complete and correct.

If your books have been sitting on your own shoulders for too long, a free 30-minute call is a good place to start handing them off.

Read about all seven of our values on the Kōkua Financial home page.