For business owners who want their financial operations running smoothly without the overwhelm of managing it themselves.

In this engagement, Keystone Numbers takes full ownership of your day-to-day financial operations, managing both accounts receivable and accounts payable. Receipts, records, and financial documents are also collected, organized, and kept audit-ready, with everything structured and prepared ahead of your bookkeeping process.

On the receivables side, that means preparing and sending invoices, monitoring outstanding balances, and following up on overdue payments to keep cash flow consistent.

On the payables side, Keystone Numbers manages your bills from receipt through payment, coordinates with vendors, schedules and processes payments, and ensures financial obligations are met accurately and on time.

Whether it's making sure invoices go out promptly or bills get paid before they're due, your financial operations continue moving without requiring your daily attention.

Starting at $195 per month. Final prices vary by scope and complexity. Contact us to customize an engagement to fit your specific needs.

For business owners who want clean, organized, and reliable financials.

Every business is in a different place with their books. Keystone Numbers offers support to match your unique needs.

The result is clean, organized books you can rely on, whether you need someone to run them, rebuild them, or simply confirm they're in good shape.

Monthly or Quarterly Bookkeeping

• Each month or quarter, Keystone Numbers categorizes transactions, reconciles accounts, and delivers financial statements (Profit & Loss, Balance Sheet, and Cash Flow), along with a summary highlighting key insights.

• We'll set up quarterly check-in meetings to review your numbers, discuss your goals, and answer any questions.

• At year-end, you’ll receive a tax-ready package with all the necessary financial statements and supporting documents to provide to your tax preparer. We can also directly coordinate with them to help make tax season as smooth as possible for you.

• 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.

Catch-Up/Cleanup Bookkeeping

• A one-time engagement to clean up existing records, categorize transactions, reconcile accounts, and produce financial statements for the period covered. Ideal if your books are behind, disorganized, or in need of a full reset.

• Starting at $195 per historical month. Final prices vary by scope and complexity. Contact us to customize an engagement to fit your specific needs.

Bookkeeping Diagnostic

• A one-time, monthly, or quarterly diagnostic of books you manage yourself. Whether you're working in QuickBooks, Xero, or a spreadsheet, we identify potential errors or misclassifications and share observations worth discussing with your tax professional.

• Starting at $295 per diagnostic. Final prices vary by scope and complexity. Contact us to customize an engagement to fit your specific needs.

For business owners who are ready to take a more strategic approach to their finances.

In this engagement, Keystone Numbers develops an annual or quarterly budget built around your actual revenue, expenses, and business goals, paired with forward-looking financial projections to help you plan for seasonal shifts, growth initiatives, and major expenditures.

The result is a financial roadmap that brings clarity and intention to business decisions.

Starting at $695 per engagement. Final prices vary by scope and complexity. Contact us to customize an engagement to fit your specific needs.

For business owners who are ready to hand off one of the most time-sensitive and high-stakes tasks in their business.

In this engagement, Keystone Numbers manages your entire payroll process through Gusto, ADP, or your preferred payroll provider—calculating employee wages, processing payroll on schedule, ensuring tax withholdings are accurate, and maintaining organized payroll records. Whether you have a team of full-time employees, part-time staff, or a mix of both, every payroll run is handled with precision and discretion so your team is always paid correctly and on time.

The result is a seamlessly executed payroll process that eliminates the risk of errors, keeps you compliant, and frees you from the administrative burden of managing it yourself.

Starting at $95 per payroll run. Final prices vary by scope and complexity. Contact us to customize an engagement to fit your specific needs.

Based in Northern California, we provide remote services nationwide to businesses selling products or services across various industries.

Our onboarding process is designed to be simple and transparent. Clients are usually fully onboarded within 10–20 days, depending on how quickly we exchange information.

Here’s how it works:

1. Complete the Client Intake Form. (Day 1-3)

   • Tell us about your business, goals, and the support you're looking for.

2. Discovery Call. (Day 3-7)

   • We’ll schedule a call to review your responses, discuss your current business situation, and answer any questions you may have.

3. Receive Your Quote. (Day 7-10)

   • We’ll send a customized quote outlining recommended services, pricing, and next steps. If you’d like to review it together, we’re happy to schedule a call.

   • Once approved, we’ll send an engagement letter and request the initial payment to begin onboarding.

4. Onboarding & Systems Setup. (Day 10-20)

   • You’ll receive a welcome email with access to a secure shared folder, along with onboarding instructions and initial requests, such as any necessary files, documents, and access to your relevant tools or systems.

5. Work Begins. (Day 20+)

   • We'll complete the agreed-upon work, deliver the results, and provide ongoing support as your business needs evolve.

Each bookkeeping cycle, Keystone Numbers will:

1. Attach receipts to transactions and verify all bills, invoices, and deposits are complete.

2. Categorize transactions using your Chart of Accounts.

3. Request clarification from you on transactions that require additional details.

4. Reconcile accounts and make necessary journal entries.

5. 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 accurate and reports timely. Otherwise, we've got it handled!

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 email, Google Chat, and video calls.