At kept.pro, we don’t just “do the books.” We deliver clarity, credibility, and confidence in your financials, so you can make better decisions and scale with certainty. ?? What does partnering with our fractional accounting teams mean for you? ? Quality financials – Accurate, actionable data to guide your strategy. ? Financial credibility – Books your bank, investors, and board actually trust. ? Informed growth – Maximize cash flow and minimize risk. ? Fraud mitigation – Modern security and oversight to protect your business. When your numbers are right, everything else runs smoother. Let’s make sure you’re set up for success. ?? Get started with complimentary financial assessment: https://lnkd.in/gjnPr4B6
kept.pro
会计
San Diego，CA 456 位关注者
Fractional Accounting Teams Designed to Drive Growth, Reduce Risk, & Build Financial Credibility for Your Business
关于我们
At kept.pro, we're on a mission to provide businesses with the financial information and insight they need to compete effectively. By partnering with our fractional accounting teams, CEOs and CFOs of fast-growing companies can confidently drive sustainable growth, reduce financial risk, and build financial credibility with their investors, banks, and other critical stakeholders. When working with kept.pro, you'll be supported by: ? An integrated team approach ? Quickbooks Online expertise ? Reliable fixed-fee pricing ? Experienced US-based teams Discover how you can turn your financial roadblocks into a growth engine through a complimentary 15min advisory session.
- 网站
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https://www.kept.pro/
kept.pro的外部链接
- 所属行业
- 会计
- 规模
- 11-50 人
- 总部
- San Diego，CA
- 类型
- 私人持股
- 创立
- 2020
- 领域
- Quickbooks Online、Ekos、Bookkeeping、Accrual Accounting、Financial Reporting、Payroll、Buildertrend、Month end close、Financial controls、Cash forecasting、Financial covenant tracking、Profitability by client/project、Unit economic analysis、Sales channel analysis、Revenue recognition、A2X、BILL AP/AR、Fishbowl、Gusto、Shopify和Cash forecasting
地点
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主要
获取路线
600 B Street
Suite 300
US，CA，San Diego，92101
kept.pro员工
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Jeremy Ferrell
CFO at Caelux Corporation
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Jay Jung
M&A and CFO Advisory | Goldman Sachs | McKinsey
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James Wheeler
Developing US-based Fractional Accounting Teams | MBA | Founder of kept.pro
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Miranda Wheeler
Networking Enthusiast | Wichita State Alum | Building US-based Fractional Accounting Teams | People & Culture @ kept.pro
动态
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…you’re not just getting a bookkeeper—you’re getting a structured, expert accounting team that works as a unified force. ???? Our fractional accounting teams operate with: ? Common training & certifications ? Standardized processes & communication norms ? Shared goals & collaborative oversight ? Integrated technology for efficiency & accuracy That means seamless financial operations with built-in expertise, oversight, and accountability—without the risks of fragmented, one-person solutions. Great breakdown below! ?? #FractionalAccounting #AccountingTeams #FinanceTransformation
At kept.pro, we don’t just “do the books.” We deliver clarity, credibility, and confidence in your financials, so you can make better decisions and scale with certainty. ?? What does partnering with our fractional accounting teams mean for you? ? Quality financials – Accurate, actionable data to guide your strategy. ? Financial credibility – Books your bank, investors, and board actually trust. ? Informed growth – Maximize cash flow and minimize risk. ? Fraud mitigation – Modern security and oversight to protect your business. When your numbers are right, everything else runs smoother. Let’s make sure you’re set up for success. ?? Get started with complimentary financial assessment: https://lnkd.in/gjnPr4B6
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What’s a fractional accounting team? Think of it as hiring an entire accounting department—but only for the time and technical expertise you actually need. ?????????????? ???? ?????????????? ???? ?? ???????????? ???????????????????? ???? ???????????????? ?????? ???? ?????????????????? ????-?????????? ????????, ?????? ??????: ? Robust financial expertise ? Specialized industry knowledge ? A team that can be scaled with you as your business grows ???? ???? ?????????? ?????? ??????? ???? ?????? ???? ?????????? ?????????? ????????????????, ???????? ???? ?????????? ???? ?????????????? ???????? ???????? ???????????????? ??????????: ?? Your business is growing, but hiring a full in-house accounting team is overkill (and too expensive) ?? You’ve relied on a bookkeeper, but they don’t provide the financial clarity & industry know-how that you really need ?? You’re tired of dealing with turnover, hiring, and gaps in coverage Our fractional accounting team model gives you the expertise you need without the costly overhead. See how it works ?? https://lnkd.in/g79WRZWD
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?? NEW: We're excited to introduce our new newsletter featuring expert accounting operations insights to help you drive growth, reduce risk, & build financial credibility. In our inaugural newsletter, we're discussing the reality that businesses across the country are facing significant challenges in 2025: ? Rising costs ? Unpredictable cash flow ? And the never-ending struggle to find and keep top-tier accounting talent If your financials feel like a roadblock instead of a growth engine, this newsletter is for you. Read more below, and don't forget to subscribe to stay up-to-date on the insights you need to set your business up for success in 2025. ??
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Getting accounting right the first time isn’t just smart—it’s essential. ?? One of the most expensive mistakes a business can make is setting up their books incorrectly. Our fractional accounting teams make sure your finances are structured properly from the beginning, so you’re not stuck cleaning up costly errors later. ? Proper setup = a clear pathway to growth ? A team that teaches, not just fixes ? Confidence that your numbers are accurate If you’re building a business, make sure your books are built to last. Take the first step towards setting your business up for success with a complimentary financial assessment: https://lnkd.in/gjnPr4B6
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Great insights from Tammy Hanson on accounting rule changes that SMBs can’t afford to ignore. If you’re still treating ASC 842 as a ‘nice-to-have’ instead of a requirement, or assuming sales tax rules haven’t changed since you last checked, it’s time for a reality check. The details matter—especially when lenders, investors, and tax authorities are paying closer attention. #Accounting #SMBFinance
Helping Growing Companies Enhance Financial Reporting, Mitigate Risk, and Scale with Fractional Accounting Teams | CPA, CGMA | Senior Controller @ kept.pro
Accounting rule changes your business can’t afford to ignore in 2025 Keeping up with accounting rule changes isn’t just a box to check—it can affect your ability to maintain stakeholder confidence, secure loans, plan taxes, and avoid penalties. As we move through 2025, a few key updates could have a real impact on financial reporting, cash flow, and tax planning. ?? Lease accounting (ASC 842) – No more workarounds If your business leases equipment, office space, or vehicles, you must account for these as liabilities on the balance sheet. This rule isn’t new, but many SMBs have been slow to adopt it. With banks scrutinizing financial statements more closely, improper lease accounting could affect lending decisions. ?? Revenue recognition – Still causing confusion ASC 606 changed the way businesses recognize revenue, but many companies still struggle with compliance. If you have long-term contracts, subscriptions, or milestone-based revenue, it’s worth revisiting your policies to ensure proper reporting. ?? Sales tax nexus – More states, more complexity If your business sells across state lines, economic nexus laws continue to evolve. More states are expanding their reach, meaning you could owe sales tax in places where you don’t have a physical presence. A misstep here can lead to unexpected liabilities. ?? R&D tax credit – A valuable deduction with strings attached The ability to immediately deduct R&D expenses was curtailed in recent years, but pending legislation could change that again. SMBs investing in technology or product development should keep a close eye on this one. ?? Staying ahead of these changes isn’t just about compliance—it’s about protecting your business’s financial health. If you’re not sure how these updates affect you, now’s the time to ask. ?
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In this case study, we identified that a failure in revenue recognition was to blame for several data and cash flow issues impacting our new SaaS client. Find out the telltale inconsistencies – and how we corrected them – at the link. https://lnkd.in/gEBAZV32 #revenuerecognition #cashflow
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?? $95,279,809—that's the value of payments our fractional accounting teams processed in 2024 for our clients on the BILL platform. This total came from 31,147 bills, all handled with precision and care to help our clients streamline their accounting operations. These numbers reflect our commitment to reducing risk and delivering reliable, efficient service so our clients can focus on growing their businesses. Thank you to our clients for trusting us and to our team for making it happen. Here’s to building on this success in 2025! ?? #Accounting #BILLPlatform #FractionalAccounting #keptpro #Efficiency
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If even it’s not with us, get it together—for your company’s sake. If you can’t tick all the boxes Tammy lists below, it's time to rethink your options. #keptpro #accountingservices #levelup
Helping Growing Companies Enhance Financial Reporting, Mitigate Risk, and Scale with Fractional Accounting Teams | CPA, CGMA | Senior Controller @ kept.pro
? Time for a Change?? When was the last time you assessed your accounting services provider? If it’s been a while, here are four key areas to consider: 1?? On-Time Close Rate Are your financials delivered on time every month, enabling timely decisions? 2?? Clear Reporting & Insights Do you have visibility into profitability at the company, product, project, and/or location level? 3?? Effective Cash Management Support Is your provider helping you stay ahead with tools like a 13-week cash flow forecast? 4?? Separation of Duties & Technical Oversight Are controls and oversight in place to ensure accuracy and security? If your current provider isn’t delivering on these essentials, it might be time for a conversation about what better looks like. Let’s connect!
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?? Hot take from Nicole Heck: Don't let your business fall victim to its own success. #RevenueRecognition #CashFlowManagement"
Helping Growing Companies Enhance Financial Reporting, Mitigate Risk, and Scale with Fractional Accounting Teams | Corporate Controller @ kept.pro
Is your business "growing" toward bankruptcy? ?? If your company relies on deposits, mobilization fees, or any form of advance payments, revenue recognition is critical. ?? Growing businesses see cash balances increase with advance payments. ?? But if you’re not planning for the costs to fulfill those orders, you could face a nasty surprise. ?? When growth slows, delivery of products and services "catches up" and all that cash moves out to suppliers and employees, leaving you exposed without enough new advance payments coming in. Revenue recognition isn't just an accounting standard—it's a critical tool for protecting your future cash flow. Take control of your growth story. Let’s connect if you need help navigating this! #businessgrowth #entrepeneurship #financialplanning