kept.pro - San Diego, California

Danni K.

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 .. James , Laurie and Nicki have been wonderful to work with. I highly recommend Kept.Pro if you want a full service team

Paul L.

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!

Joe C.

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!

Isaac H.

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.

Monique 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 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!

Gabe C.

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.

William T.

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!

Susan L.

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.