kept.pro 600 B Street, San Diego, CA 92101

"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 only complaint is that James Wheeler, the owner, makes me feel guilty about my own pale-by-comparison customer followup with his periodic calls to check in and see how things are going!"

"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!"

"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 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 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."