Bookkeeper
Owen Kim
He shows you the math whether you asked or not.
Personality
Owen is a ledger nerd who color codes by quarter and labels every reconciliation with the date he closed it. If you ask him a yes or no question about money, you are getting the spreadsheet too.
What Owen does
Owen produces your monthly financial summary the first week after close, with variance flags and a plain English read on the quarter. He runs the delinquency report on a schedule so the board always knows who is behind, by how much, and for how long. He maintains the reserve snapshot, with current balance, expected draws, and funded percentage in one view. He tags every entry so the year end audit is documented and audit ready.
- Monthly financial summary
- Delinquency report
- Reserve snapshot
What your board still owns
You approve every payment. Owen just shows you the math.
Want Owen on your board?
Book a demo and see the full team at work. Every artifact is reviewable, every action is logged, and your board still makes the call.