Your Partner for Small Business Finance & Accounting

We’re dedicated to improving business performance by providing a full range of accounting, advisory, and tax services.

How It Works

Getting Started with Keepwise Is Simple

1

Onboard Effectively

After a free consultation, we’ll integrate with your systems and establish milestones to ensure we’re setup for success.

2

Kickoff Strategically

As we get running, we’ll offer insights to improve your operating model and scale your finance and accounting functions.

3

Scale Confidently

As our partnership advances, rest assured that your financial affairs are in order, enabling you to operate and grow with confidence.

Our Services

We Offer Tailored Solutions for Your Business

Bookkeeping

We ensure accurate and up-to-date bookkeeping for informed decision-making. Our team has experience using all of the major cloud-ERP softwares, like QuickBooks Online, Xero, and FreshBooks, so we can help no matter what tool you use.

Payroll

Whether you need assistance in choosing the right payroll solution or are seeking administration support, we're here to help. With our extensive experience in various payroll solutions, we can ensure a seamless and timely payment process.

Payables & Receivables

Our experienced team manages contractor payments and customer invoicing, ensuring smooth relationships and timely collections. Through operational improvements, we automate processes to maintain compliance with payment terms.

Fractional Controller

Whether you need assistance with financial reporting, budgeting, or strategic planning, our fractional controllers provide the guidance and support you need to optimize your company's financial performance.

Fractional CFO

Our experienced team provides high-level strategic guidance to help businesses reach their targets. With a diverse background in start-up ventures, corporate strategies, team leadership, and functional development, our consultants deliver valuable insights for improved outcomes.

Tax Prep & Advisory

Our tax experts provide comprehensive assistance for your tax preparation and planning needs. With a focus on minimizing liabilities and ensuring compliance, we empower you to make informed financial decisions confidently.

Special Projects

Our consultants provide flexible support for projects, whether it's a single large-scale endeavor or ongoing program management. Save on recruiting and training costs by harnessing the expertise of our experienced team, backed by collective knowledge and resources.

Want to learn more about what we can do for your business?

Book a call for a free consultation.

What Our Customers Say

About Us

Creating a Lasting Impact on Small Businesses and Communities

We firmly believe that thriving small businesses not only strengthen the economy but also contribute to safer and more vibrant local communities. By prioritizing community health and empowering small businesses, we strive to go beyond financial success and make a meaningful difference in the daily lives of our clients, their customers, and the communities they call home.

Operating Principles

Protestant Work Ethic

We value hard work, diligence, and unwavering commitment to our partners’ goals. Our team goes the extra mile, delivering high-quality results.

Rooted in Wisdom

Guided by biblical, timeless wisdom and years of experience, we provide insightful counsel, guiding our partners toward sustainable growth and success.

Mission Driven

With a deep understanding of your purpose, values, and objectives, we provide tailored guidance and execution to help you achieve your mission.

Unlock financial success with Keepwise. Get started with a free consultation.