Bookkeeping & Financial Solutions
Bookkeeping & Financial Solutions
Grow your business; we’ll keep the numbers organized.
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Your Business, Your Way ✔️
Your Business, Your Way ✔️
The best system is one that works for you, so we tailor our services to meet your business's unique needs.
Trusted Partner ✔️
Trusted Partner ✔️
We prioritize explaining your numbers and serving as a resource for your everyday questions.
Confident Decisions ✔️
Confident Decisions ✔️
A solid financial foundation begins with knowledge; we provide the data you need to make informed decisions.
OUR SERVICES
OUR SERVICES
We provide tailored bookkeeping and financial solutions so you can focus on what you do best.
Our services are designed for cash-basis businesses, including solo entrepreneurs, growing small teams, and small businesses that sell products or provide services.
To get started or to request a custom engagement, contact us for a quote.
01. Monthly or Quarterly Bookkeeping
01. Monthly or Quarterly Bookkeeping
Ongoing bookkeeping to keep your books reliable, organized, and current.
From $395/month, $795/quarter
What’s Included:
Transactions categorized and reviewed for accuracy
Bank and credit card accounts reconciled
Financial statements prepared and delivered for the covered period, including: Profit & Loss, Balance Sheet, and Cash Flow
Video and email summaries highlighting key financial insights and trends for the covered period
Quarterly check-in meetings to review your numbers, discuss your goals, and answer questions
Tax-ready year-end package with the necessary financial statements and supporting documents for your tax preparer
Direct coordination with your tax preparer, as needed, to help make tax season as smooth as possible
Starting at $395 per month, or $795 per quarter. Final prices vary by scope and complexity. Contact us to customize an engagement to fit your specific needs.
02. Catch-Up & Cleanup Bookkeeping
02. Catch-Up & Cleanup Bookkeeping
One-time cleanup to organize and correct your books for reliable records.
From $195/historical month
What’s Included:
Transactions categorized and reviewed for accuracy
Bank and credit card accounts reconciled
Financial statements prepared and delivered for the covered period, including: Profit & Loss, Balance Sheet, and Cash Flow
Video and email summaries highlighting key financial insights and trends for the covered period
Existing records reviewed for inconsistencies or outstanding items
Books organized and brought up to date
Seamless transition to monthly or quarterly bookkeeping whenever you’re ready
Starting at $195 per historical month. Final prices vary by scope and complexity. Contact us to customize an engagement to fit your specific needs.
ABOUT US
ABOUT US
Our Story
Our Story
Keystone Numbers was established in 2025 to make financial services more accessible to small businesses. We’re based in Northern California and provide remote support to businesses nationwide. Our flexible, tailored solutions provide the everyday financial support small businesses need.
Our Mission
Our Mission
Our goal is to uphold the highest standards of integrity and compliance while delivering clear guidance and answers. We support business owners in making confident decisions and optimizing their financial operations.
Our Team
Our Team
Our professionals bring over 15 years of combined accounting and tax experience across Big Four and boutique accounting firms, manufacturing, and tech startups. We hold bachelor's degrees in accounting, master's degrees in taxation, and active CPA licenses.
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
01. What industries do you serve?
01. What industries do you serve?
We’re based in Northern California and provide remote services to businesses nationwide. We serve businesses across a variety of industries that sell products or services.
02. What’s your onboarding process?
02. What’s your onboarding process?
We typically begin work within three weeks, depending on how quickly we receive the required documents and information.
Week 1-2: Discovery & Proposal
Complete the Client Intake Form.
Schedule a discovery call to discuss your business, goals, and support needs.
Receive a customized quote outlining recommended services, pricing, and next steps.
Once approved, we’ll send an engagement letter and request your initial payment.
Week 2-3: Onboarding & Setup
You’ll receive a welcome email with access to a secure shared folder, onboarding instructions, and requests for any necessary files, documents, and system access.
Week 3+: Work Begins
Once onboarding is complete, we'll complete the agreed-upon work, deliver the results, and provide ongoing support as your business needs evolve.
03. What’s your bookkeeping process?
03. What’s your bookkeeping process?
Each bookkeeping cycle, Keystone Numbers will:
Attach receipts to transactions and verify all bills, invoices, and deposits are complete.
Categorize transactions using your Chart of Accounts.
Request clarification from you on transactions that require additional details.
Reconcile accounts and make necessary journal entries.
Review financial data, prepare reports, and email them along with a summary by the 15th.
Your responsibility is to respond to our information requests within 1–2 business days to keep your books and reports timely. Otherwise, we've got it handled!
04. What software do you use?
04. What software do you use?
Bookkeeping
We utilize QuickBooks Online (QBO) and Xero, and we can also adapt to your DIY accounting systems.
Tools
We have experience with a wide range of platforms, including Stripe, PayPal, HoneyBook, Dubsado, Gusto, ADP Run, Paycom, and many more.
Communication
We’re available via text, email, Google Chat, and video calls.
SUCCESS STORIES
SUCCESS STORIES
"Thank you so much for the awesome detail and follow up. Really appreciate the ownership and making the customer experience smoother on our end!!!" – Tax Client, Maryland
“I love how you simplified it. I’d love to work with you again.” – Restaurant Owner, Hawaii
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