Strategic Financial Intelligence for Your Business
You didn't start your business to be buried in spreadsheets. You started it to build something meaningful.
We handle your bookkeeping with precision—and go far beyond it. With MBA-level analysis, we turn your financial data into strategic insights that drive profitability, optimize costs, and inform every major decision you make.
Whether you need clean books, advanced financial modeling, or a trusted advisor who understands your industry's unique challenges, we deliver expertise that typical bookkeepers simply cannot match.
Core Services
Three-Tier Service Packages
Choose the level of financial intelligence your business needs
ESSENTIAL BOOKKEEPING
Starting at $500 - $1,000 / month
Perfect for small businesses with straightforward needs
Core Services:
-
Monthly bookkeeping & bank reconciliation
-
Accounts payable/receivable management
-
Financial statements (P&L, Balance Sheet, Cash Flow)
-
QuickBooks Online setup & optimization
-
Basic profitability analysis by product/service line
-
Tax preparation coordination
-
Monthly financial review call (30 minutes)
-
Unlimited email support
Ideal for:
-
Businesses with <100 monthly transactions
-
Single entity operations
-
Owners who want accurate books and basic insights
-
Companies transitioning from DIY bookkeeping
What makes this different from typical bookkeeping: Even at our entry level, you get insight, not just data entry. We explain what your numbers mean, identify trends, and answer your financial questions in plain English.
PROFESSIONAL ANALYSIS ⭐ Most Popular
$1,000 - $3,000 / month
For growing businesses that need strategic guidance
Everything in Essential, plus:
-
Advanced financial analysis & custom reporting
-
DuPont ratio analysis (break down your ROE into actionable components)
-
Product/service profitability optimization
-
Variance analysis (understand if changes are from price, quantity, or operations)
-
Industry benchmarking & KPI tracking
-
Budgeting & 12-month cash flow forecasting
-
Custom dashboards & data visualizations
-
Strategic recommendations based on your data
-
Bi-weekly strategy sessions (45 minutes each)
-
Priority phone & email support
Ideal for:
-
Manufacturing businesses needing cost accounting insights
-
Construction companies tracking job profitability
-
Restaurants wanting menu engineering analysis
-
Transportation firms analyzing route performance
-
Any business with 100-500 monthly transactions
-
Companies ready to make data-driven decisions
Real results: Our Professional clients typically see 15-30% profit improvements within 6 months through better cost management, pricing strategies, and operational optimization
EXECUTIVE ADVISORY
$3,000 - $7,000 / month
Controller-level oversight with CFO-level strategic insights
Everything in Professional, plus:
-
Multi-entity & consolidated financial reporting
-
Advanced economic modeling & scenario analysis
-
Lagrange optimization & linear programming for product mix decisions
-
Monte Carlo risk assessment & probabilistic forecasting
-
Strategic growth planning & capital allocation recommendations
-
Make vs. buy analysis for major decisions
-
M&A financial due diligence support
-
Board presentation preparation
-
Weekly executive briefings (60 minutes)
-
Controller-level financial oversight
-
Custom analytics projects & deep-dive research
Ideal for:
-
Complex businesses with >500 monthly transactions
-
Multiple entities requiring consolidated reporting
-
Companies preparing for growth, investment, or exit
-
Businesses needing sophisticated financial modeling
-
Organizations without a full-time CFO or Controller
Why this matters: You get graduate-level economic analysis (MS Economics with 21 hours) combined with hands-on QuickBooks expertise. We don't just report what happened—we model what could happen and recommend the optimal path forward.
Specialized Services
Beyond the packages: What sets K-T apart
🧮 Product Profitability Analysis Discover which products or services actually make money. We analyze true costs including overhead allocation, identify your most profitable offerings, and recommend which products to promote, which to restructure, and which to eliminate.
📊 DuPont Ratio Analysis Break down your Return on Equity into three components: profit margin, asset turnover, and financial leverage. Understand exactly where your business excels and where improvements will have the biggest impact.
🔍 Variance Analysis When revenue or costs change, know why. We decompose variances into price effects, quantity effects, and operational factors so you can address root causes instead of symptoms.
⚖️ Optimal Product Mix Modeling Using Lagrange multipliers and linear programming, we calculate the mathematically optimal combination of products/services to maximize profit within your constraints (capacity, labor, materials).
📈 Monte Carlo Forecasting Move beyond simple projections. We use statistical simulation to model thousands of scenarios and show you the range of possible outcomes with their probabilities—critical for major decisions.
💡 Strategic Financial Advisory Regular sessions where we review performance, discuss strategic options, and develop action plans. Think of us as your outsourced CFO who also manages your day-to-day bookkeeping.
🛠️ Bookkeeping Cleanup
Behind on your books? We'll get you current—fast.
Sometimes life happens. Business gets busy. Bookkeeping falls behind. We offer fixed-price cleanup packages to get you current and caught up, with no judgment—just solutions.
Pricing based on how far behind:
-
1-3 months: Starting at $750
-
4-6 months: Starting at $1,500
-
7-12 months: Starting at $3,000
-
1+ years: Custom quote after file review
What's included:
-
Complete transaction categorization
-
Bank & credit card reconciliations (backdated)
-
Fixing miscategorized transactions
-
POS/payroll system integration
-
Sales tax reconciliation
-
Financial statement preparation
-
CPA-ready handoff for tax preparation
Timeline: Most cleanups completed within 2-4 weeks depending on complexity and data availability.
📈 Cash Flow + Custom Reporting
Ideal for business owners who want to make data-driven decisions.
-
Budget vs. actual reporting
-
Historical P&L trends
-
Expense diagnostics
-
Custom dashboard (QBO + Excel/Google Sheets)
What It Costs
Transparent pricing for professional services
Monthly Bookkeeping Packages:
Essential: $500 - $1,000/month
Professional: $1,000 - $3,000/month
Executive Advisory: $3,000 - $7,000/month
Pricing factors:
Monthly transaction volume
Number of entities
Industry complexity
Depth of analysis required
Frequency of advisory sessions
Hourly Consulting: For special projects or one-time analysis: $75 - $150/hour depending on complexity.
Our promise: We always scope the work before you commit. You'll know exactly what you're investing and what you'll receive. No surprise invoices. No hidden fees.
Why our pricing reflects our value: You're not just paying for data entry. You're investing in:
QuickBooks ProAdvisor Level 2 certification
Intuit Certified Bookkeeper credentials
MBA (Master of Business Administration)
MS Economics (21 graduate hours)
Advanced training in financial modeling and optimization
Industry-specific expertise in your sector
Most clients see ROI within 3-6 months through improved decision-making, cost optimization, and strategic insights that typical bookkeepers cannot provide.
Industries I Know Inside & Out
-
Restaurants + Hospitality (tip tracking, POS sync, labor costing)
-
Retail + E-commerce (inventory, Stripe/Shopify reconciliation)
-
Construction + Trades (job costing, materials vs. labor, estimates-to-actuals)
How We Work Together
Our process from consultation to ongoing partnership
Step 1: Free 30-Minute Consultation We discuss your current situation, challenges, and goals. Review your QuickBooks file (if available). Identify immediate opportunities. Determine which service tier fits your needs. No pressure. No sales pitch. Just straight answers.
Step 2: Onboarding (1-2 Weeks) Set up secure access to your QuickBooks Online. Review and clean up chart of accounts. Establish workflows and communication preferences. Get current on any backlog. Set baseline metrics and KPIs.
Step 3: Ongoing Service Regular bookkeeping and reconciliation. Monthly or bi-weekly review sessions. Proactive insights and recommendations. Responsive support when you have questions. Strategic guidance as situations arise.
Step 4: Continuous Improvement Quarterly deep-dive analysis. Annual strategic planning sessions. System optimization as your business grows. Adapting our services as your needs evolve.
Ready to Get Started?
Book your free 30-minute financial analysis
We'll review your current bookkeeping situation, identify opportunities for improvement, and give you a clear path forward—whether you work with us or not.
What we'll cover: ✓ Current state of your books and systems
✓ Gaps in your financial visibility
✓ Industry-specific challenges and opportunities
✓ Which service tier matches your needs
✓ Pricing specific to your situation
✓ Answers to all your questions
No pressure. No obligation. Just honest assessment.