How We Structure And Resource Your Finance Stack
- Data Structure – general ledger account and class structure are the foundation for everything we do.
- Data Curation – the core of our work; complete, accurate, and timely accounting of financial data.
- Reporting – Our primary deliverable, is represented by consistent and ad hoc financial reporting.
- Analysis – the output of of kept.pro’s work informs all manner of financial analysis. Such as profitability, variance, liquidity, et.
- Strategy – a plan to achieve business objectives. Informed and dependent on underlying levels of data.
How We Engage
A transparent, structured process for assessing and delivering what clients need, when they need it.
- Listen to your needs, challenges, and objectives
- Review existing accounting system for data complexity, transaction volume, and accounting errors
- Create a custom proposal with fixed pricing
- Guide you through a structured onboarding process
- Implement recommended permissions and controls
- Configure data structure and integrations
- Cleanup existing books
- Code transactions, prepare supporting schedules, and reconcile accounts
- Conduct month end accounting and close books
- Deliver monthly reporting and KPIs
- Maintain financial calendar
- Additional services as scoped
How We Deliver
See for yourself
Let us show you what a structured, integrated partnership could look like. Book a financial assessment with one of our corporate controllers today.
…or, learn more about our Mission and Core Values.