Client Reviews
We take great satisfaction in helping business owners refine their processes and achieve their goals. Hear from just a few of our satisfied clients.
Everything You Need From a Trusted Bookkeeping Service
What do you like best about kept.pro?
Their professionalism, understanding of accounting practices and timely reporting of our financials.
What do you dislike about kept.pro?
There is nothing about kep.pro that we dislike.
Recommendations to others considering kept.pro:
I highly recommend using kept.pro. As a small business we need to focus on our operations and having bookkeepers who know what they are doing has been a very valuable addition to our company. We have tried many services prior to onboarding with kept.pro, and they have greatly surpassed all our previous experiences.
What problems is kept.pro solving and how is that benefiting you?
Kept.pro has solved all problems that small businesses face when trying to maintain clean and accurate books. We have a trusted team of proffesionals who know and understand our business which allows us to focus on operations and growth.
Super supportive and professional
What do you like best about kept.pro?
I'm getting what I need from kept.pro AND they have more than one person who knows our books, so I don't have to worry about unplanned absences.
What do you dislike about kept.pro?
They cost more than a minimum viable solution from another provider. I could have gone with a freelance bookkeeper, like in my previous arrangement. But kept.pro is worth it to me.
What problems is kept.pro solving and how is that benefiting you?
I want my small company to have excellent financial health. While I could "take charge of the books", I'd rather be serving customers. More than that, because of our fast growth, I need ongoing advice that goes beyond my own limited understanding of finance, accounting, and bookkeeping.
kept.pro is a trusted partner
What do you like best about kept.pro?
We now have much more confidence in our books while investing far less effort into maintaining them.
What do you dislike about kept.pro?
I honestly haven't run into any issues yet. They've supported us in all the ways we've asked for.
What problems is kept.pro solving and how is that benefiting you?
We've been working with kept.pro for some time now, and I couldn't be more pleased with the service we've received. Their attention to detail, accuracy, and professionalism have truly made a difference in how we manage our finances. Their service has taken a significant burden off our shoulders, allowing us to focus more on growing our business.
From the very beginning, they've been responsive, understanding our unique needs, taking time to walk us through the various processes, and tailoring their services to fit our business.
I highly recommend kept.pro to any business looking for reliable and efficient bookkeeping services. They've become an invaluable partner to our operation, and we look forward to continuing our relationship with them.
We have been using kept.pro for the last year and all I can say is that their service and caring about their clients is top notch. Finally after so many years , our books are finally where they should be. [The kept.pro team has] been wonderful to work with. I highly recommend kept.pro if you want a full service team.
I started using Kept.pro last year after a couple years of being frustrated with time and effort of bookkeeping, and the catch-up process before taxes. Initially I was skeptical of the value of the service - did I need the full team that Kept.pro brings, or just a bookkeeper to do entries? However, after onboarding, I now have a fully integrated service between Quickbooks, my timekeeping system, and all banking & payroll accounts. This has taken a lot of the thoughts of "I should be doing this" about entries, monthly recs, closing, invoicing, etc off my shoulders. I have reporting I can trust now, and am confident going into tax time. So in short - this is a great team and great service! Highly recommended.
My experience with Kept.Pro has been nothing short of phenomenal. Their expertise in developing and implementing revenue recognition and lease standard processes has been a game-changer for our company. They have transformed our financial operations, ensuring compliance with the latest standards while optimizing our revenue streams. From the very beginning, Kept.Pro showcased their professionalism and commitment to excellence. Their comprehensive review and adjustment of our COGS allocation allowed us to achieve accurate project costing, eliminating unnecessary expenses and enhancing profitability. It was evident that they took the time to understand our unique business requirements, tailoring their approach to deliver tangible results. One of the major challenges we faced was dealing with numerous errors stemming from third-party integrations to our accounting system. Kept.Pro's team worked tirelessly to validate these integrations and resolve all discrepancies. Their dedication to resolving these issues and streamlining our financial processes was impressive, saving us both time and resources. Another aspect where Kept.Pro truly excelled was in updating our chart of accounts. With their expertise and attention to detail, they restructured our accounts for greater financial clarity. The revamped chart not only simplified our reporting but also provided deeper insights into our financial performance. Throughout our engagement with Kept.Pro, their team demonstrated a deep understanding of accounting principles and industry best practices. Their level of professionalism, responsiveness, and proactive communication was outstanding. I must also commend their team for their collaborative approach. They involved our team throughout the process, ensuring smooth integration of the new processes and fostering a deeper understanding of our financial operations. In conclusion, I highly recommend Kept.Pro for their exceptional work in all things accounting related. Their contributions have been instrumental in driving our financial success, and we look forward to a long-lasting partnership with them. Thank you, Kept.Pro, for being an invaluable asset to our organization!
Kept.pro hires the best of the best. I was put into a very time consuming position at my company, and they have saved my life time and time again. They are always up to speed, always responsive (even after hours). If you are looking for outside accounting, I cannot begin to tell you how much easier your life will be.
Kept.pro is the “go-to” for all my clients who need professional & timely service. In my 15 years as a management consultant I am pleased to report that they are second to none! HIGHLY RECOMMEND!!
If you want to sleep easier as a small business owner, knowing your back-end financial operations are handled by a great team, you've come to the right place. Highly recommend.
As co-founder of a startup, I can't recommend kept.pro enough. Being a founder means wearing a lot of hats, and I don't always have the time to dig into an area as much as I should - especially finances. The team we worked with really helped us clean up our Shopify integration with Quickbooks Online, general Quickbooks Online cleanup with our COGS & chart of accounts, plus helping develop and deliver a guidebook with procedures on how to close our books monthly/yearly. Knowing that everything is being reported correctly is great peace of mind. In addition to that, it is way less stressful generating financial reports to deliver to our board and investors. Special shoutout to Greg and Nicki on the kept.pro team. Truly wonderful people to work with. Nicki's expertise and patience is especially exemplary!
We've been in business for 11 years and I highly recommend kept.pro for their expertise in accounting. Societe Brewing has been using them for one year now and we couldn't be happier. From their CFO-level guidance, to their bookkeeping accuracy, I couldn't be more impressed.
We are a stronger organization because we work with Kept.pro. Our company has had the privilege of working with the Kept team over the course of the last nine months and it has been a paradigm shift in clarity inside the business and our ability to make and implement informed financial decisions. From day one, they worked with us on identifying the issues, created a scope catered to our organizational needs and have absolutely delivered on the solutions. The combination of the Kept’s airtight bookkeeping and Jame Wheeler’s ability to distill complex issues into manageable tasks and then aiding in operationalizing the solution goes beyond any expectations we had after our previous accounting/finance experiences. I couldn’t more highly recommend them.
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.
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.
I came to the table thinking I might need a fractional CFO after 30 years in business. Booked and appointment with James Wheeler, we had a great call which really helped clarify things for me. Rather than spend the time selling me he listened and walked me through Kept.Pro services. At the end of the call his evaluation was that I was doing fine in the CFO arena myself and gave me some tips on what my requirements should be for a bookkeeper if I felt I needed the help. While I didn't need their services right now, I absolutely would trust their team. It’s truly a rare experience when someone tells you not to hire them. I would recommend adding them to any short list if you’re looking to improve your accounting.
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 are 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!
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!!
Kept.pro team is a great resource for our company by providing knowledgeable team that was very responsive and quick to get up to speed providing immediate benefit. Kep.pro has quickly become a valuable partner with our business and is scaling with our rapidly changing needs.
As a tax preparer I find that my clients that use kept.pro come to me with clean, organized books which allows me to do more accurate tax returns in less time. This saves the client money not only on tax prep but on the bottom line of the tax return. I highly recommend them for your bookkeeping and accounting needs.
I am a small business and had an accounting firm doing my books previously, as part of their services. The firm was purchased by a larger firm and all of a sudden my pricing was through the roof. Naturally I was unhappy and started looking elsewhere. kept.pro's services have been far and above anything I've experienced before with bookkeepers along the way. I learned that accountants often do bookkeeping to make it easier on themselves to do your taxes, but there wasn't a lot of service there. kept.pro has an onboarding program I've not experienced before, you meet several team members along the way, and they deliver info in a way that is easy for non-math people to take in. I am super, super pleased with their work.
I sleep better at night knowing that our business has a team of accounting professionals at our disposal who possess the knowledge and expertise to meet the needs of our business. The team has been responsive, adaptable, and customer-oriented.
Kept.pro connected us with an amazing fractional CFO. Highly recommended! Wonderful to work with, experienced and allowed us to take our finances to the next level.
Highly professional and responsive, I am very grateful for Kept.pro!
Best bookkeeping team I know. Very technically savvy and professional.
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Grow your company to its full potential with kept.pro.