How We Work
kept.pro delivers your outsourced finance and accounting team, or we can augment your existing internal capacity. We work with you as an integrated partner, structurally invested in your success, and scalable as you grow.
We help you organize your data for efficient storage and convenient access.
Get a holistic picture of your business by integrating data from multiple sources.
Advanced reporting features give you clear, detailed, and up-to-the-minute insight into your company’s performance.
With better access to data, you can set clear KPIs and more accurately evaluate your company’s success.
Take charge of your future by relying on the most complete and accurate financial 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
Partnering with an accounting and bookkeeping firm gives you access to industry-leading expertise and innovative solutions. We pride ourselves on the set of comprehensive strategies we offer every client.
Flexible, scalable, full stack. kept.pro can augment your existing team’s capacity, or plug in as your entire finance team.
Efficiency and certainty. Multiple levels of experience allows for efficient data compilation and the confidence that comes with expert oversight.
If something’s not right, we’ll tell you. From identifying check fraud to discussing unexpected Balance Sheet changes, we have the expertise to identify problems and solve them.
Documented processes, a financial calendar, proper controls, on time data and reporting; kept.pro delivers an essential foundation.
Small Business Accounting Is Just a Click Away
Contact us for a no-cost review and assessment.