Client Reviews

Paul Lukehart

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.

Joe Coombs

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!

Cody Lippman

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.

Scott Rusnak

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!!

Jonathan Raymond

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.

William Thompson

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!

Doug Constantiner

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.

Mike Boggess

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.

Isaac Howe

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.

Gabe Cooley

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.

Susan Lyon

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.

Monique Cimino

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!

Kate Nowlan

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!!

Jeremy Ferrell

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.

Stacey Sickinger

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.

Catherine Mattice

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.

Douglas Santoni

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.

Trevor Hanes

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.

Wehner Group Marketing

Highly professional and responsive, I am very grateful for Kept.pro!

Jay Jung

Best bookkeeping team I know. Very technically savvy and professional.