Better books begin here.

Get complete, accurate, on-time financial statements from U.S.-based bookkeeping experts.

Professional team discussing financial reports, with a clear focus on a woman smiling confidently at the camera.
In the foreground, financial charts and graphs are displayed on a laptop and mobile device, illustrating the
comprehensive bookkeeping services offered. This visual encapsulates the commitment to delivering complete and
accurate financial statements, emblematic of U.S.-based expertise.

When You Need A Higher Level Of Accounting & Bookkeeping Services

Your company's success and growth depend on accurate and timely financial data. When a single bookkeeper isn't enough, partner with kept.pro to access full stack, Quickbooks certified bookkeeping teams, using best-in-class tools and modern accounting systems.

Better books begin here.

Get complete, accurate, on-time financial data from U.S.-based bookkeeping experts.

An essential foundation, delivered.

kept.pro provides comprehensive bookkeeping and controller services and a network of fractional CFOs.

Quality Financials

Get accurate, actionable data that informs your important business decisions.

Financial Credibility

Ensure your bank, investors, and board trusts the books.

Informed Growth

Maximize your cash for growth and minimize uncertainty and risk.

Fraud Mitigation

Gain team oversight with a modern cybersecurity infrastructure.

Our Services

Accounting & Bookkeeping Services In Palo Alto

Are you looking for Palo Alto accounting services completed by professionals? Look no further. We provide industry-leading bookkeeping and other financial assistance that serve a variety of industries, all designed to help you manage and grow your business.

Put the focus on your business objectives
Address the fundamentals (such as data structure and design, financial calendaring, controls, and permissions)
Streamline your processes

Accounting & Booking Services

Image of a customer service interaction showing successful QuickBooks configuration.
A man's message in a speech bubble reads, "Hi, Sarah we just finished configuring
your QuickBooks file. You can now see financial performance by project as well as overall."
Adjacent is a woman on the phone, Sarah, with a speech bubble, "Thank you! That will
help me track what has been profitable." The image represents kept.pro’s services in
bookkeeping and financial data management.

$Three professionals collaborating over financial documents with a laptop displaying a cash flow chart showing a current balance of $30,000. The chart indicates monthly 'Money in' and 'Money out' for June through October, demonstrating the advanced forecasting and financial oversight provided by fractional CFO services.$

Fractional CFO Services

Having your own CFO can support every aspect of your company. With our fractional CFO services in Palo Alto, local business owners find affordable access to financial help without sacrificing quality.

Advanced forecasting
Scenario analysis
Strategic planning
Fundraising
Oversight of your financial functions (such as accounting, treasury, financial planning and analysis, and taxes)

Connect with a CFO

What Our Customers Are Saying

Working with kept.pro while we launched our business was an incredible value for two reasons. One, we knew things were getting set up right, so we wouldn't have to go back in the future to fix things. Two, the team was really helpful in teaching our team all the important components of our accounting, so we felt confident running that side of the business. I highly recommend kept.pro!!
Kate N.

kept.pro has been a tremendous asset to my business. When we first partnered, they quickly straightened out and simplified our books to align with our unique needs. The team at kept.pro is extremely friendly and knowledgeable. My lack of finance background never diminishes the effort they put towards helping me find solutions to the challenges I bring to them. Whether it's helping us stay tax compliant, sending 1099s, or supporting us to find ways to leverage our finance apps to better align with our shifting needs, kept.pro has become a reliable partner that I'm confident will meet us at every step for many years to come.
Isaac H.

James and his team have been great for us. We finally committed to having a team with bookkeeping, controller, and CFO services. The first go around with another firm did not go so well (my fault for going with the lower price.) Since hiring kept.pro, we have revamped most of our accounting methods, and they have helped us with many key improvements in our processes. They have also made quite a few good introductions. I appreciate the fact that they spend a lot of time educating myself and my team, increasing our financial knowledge.
Gabe C.

I have had the pleasure of working with kept.Pro for over a year now. Their team is very knowledgeable and always professional, responsive, and kind. I am very happy with how our financials are presented and how smooth our processes have been since we have been working together. With their guidance, we have also implemented new systems to create efficiencies within our business and are very pleased with the results!
Monique C.

Our Areas of Expertise

In Palo Alto, you’ll find a range of established businesses as well as rising start-ups seeking to make an impact. We serve businesses in the tech, marketing, and eCommerce sectors.

Clickable image: A professional meeting with marketing strategists around a glass table in an office. Learn more about accounting services for marketing agencies.

Marketing Agencies

Clickable image: Warehouse scene with three individuals managing ecommerce logistics. Discover accounting solutions for ecommerce businesses.

Ecommerce Businesses

Tech Companies

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Our Collaborative Approach

From tracking client or project profitability to accurate COGS so you can see your margins, the kept.pro team understands the unique challenges that face your industry. As your integrated partner, we have the data your Palo Alto business needs to succeed.

How We Integrate

Helping Palo Alto Businesses Thrive

Known as the “Birthplace of Silicon Valley,” Palo Alto is widely recognized as a leader when it comes to innovative, cutting-edge technological developments. With help from our quality financials, both established and up-and-coming businesses can maximize growth while minimizing risk. Let’s get started!

Link to blog post titled Case Study: Nonprofit Goes Digital, Streamlines Processes With Fractional Accounting Team

Financial Reporting

Link to blog post titled 8 Ways to Improve Your Business Cash Flow

Financial Reporting

Link to blog post titled Case Study: SaaS Company Gets Back On Track With Accurate Revenue Recognition

Financial Reporting

Modern solutions for modern business

Grow your company to its full potential with kept.pro.