Financial Solutions
For Small & Solo Businesses

Your Keystone For Numbers

Based in the Sacramento area of Northern California, our team provides remote services to clients nationwide.

Keystone Numbers specializes in tailored financial solutions for solo entrepreneurs and growing small teams.

OUR SERVICES

Need support for a one-time project or on an ongoing basis? We're here to help!

Pricing is flexible and based on the scope and complexity of your needs, whether that's a flat fee, hourly, or monthly rate.

For more information or to get started, please submit your contact information below, or email us at info@keystonenumbers.com.

01. Monthly Bookkeeping

For business owners who want clean, organized, and consistent financials without managing it themselves.

Each month, Keystone Numbers categorizes transactions, reconciles accounts, and delivers financial statements so you have a clear picture of your financial position.

The result is clean, organized books you can rely on every month to identify trends, address issues early, and make informed decisions with confidence.

Available as a monthly or quarterly engagement. Custom pricing based on scope and complexity, contact us for a quote.

02. Cleanup Bookkeeping

For business owners whose books are behind, disorganized, or in need of a full reset.

This is a one-time engagement where Keystone Numbers examines your existing records, categorizes transactions, reconciles accounts, and produces financial statements for the period covered.

The result is clean, organized books and the peace of mind that your financials are finally in order.

Available as a one-time engagement. Custom pricing based on scope and complexity, contact us for a quote.

03. DIY Bookkeeping Sanity Check

For business owners who manage their own books and want the peace of mind that their records are organized and tax-ready.

Whether you're working in QuickBooks, Xero, or a spreadsheet, Keystone Numbers examines your records, identifies potential errors or misclassifications, and shares observations that may be worth discussing with your tax professional.

The result is the confidence of knowing your books are reliable while you continue to fully manage your own finances.

Available as a one-time, monthly, or quarterly engagement. Custom pricing based on scope and complexity, contact us for a quote.

04. Budgeting & Forecasting

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.

Available as a one-time or recurring annual engagement. Custom pricing based on scope and complexity, contact us for a quote.

05. Custom Engagements

For business owners whose needs fall outside the scope of a standard service.

Keystone Numbers offers one-time projects and recurring seasonal support across a wide range of financial tasks, tailored to the specific needs of your business.

The result is flexible, professional support exactly where and when you need it.

Custom pricing based on scope and complexity, contact us for a quote.

GETTING STARTED

Here’s what you can expect when you work with us:

Submit your contact information below, and we'll reach out to schedule a complimentary 30-minute discovery call to learn more about your business needs.
After the call, we'll provide a tailored proposal outlining our recommended services and next steps.
Once the proposal is approved, we'll send an engagement letter and request a deposit to begin onboarding and document collection.
From there, we'll complete the agreed-upon services, deliver the final work, and provide ongoing support as needed.

CLIENT FEEDBACK

Custom Engagement: Business Compliance Project

“I love how you simplified it. I’d love to work with you again.”

-Owner, Hawaii Restaurant

Custom Engagement: Tax Season Support

"The team really enjoys working with you!"

-Partner, Kansas CPA Firm

ABOUT US

Our Discovery

In her accounting work, Kristina saw a gap: most financial services serve large companies, while small businesses need accessible, everyday support.

How We're Different

Keystone Numbers bridges that gap with flexible, tailored solutions from experienced professionals committed to the highest standards of integrity and compliance.

Our Mission

We are committed to providing professional and dependable support to help you achieve your business goals.

Our Team

Kristina | Founder & Principal Accountant

Kristina founded Keystone Numbers in 2025. She brings extensive expertise in accounting, finance, tax, and operations, developed through roles at Big Four and boutique CPA firms, manufacturing, and tech startups. She holds a bachelor's degree in accounting, a master's degree in tax, and a CPA license.

Kristina grew up in San Jose, where she was active in her Vietnamese youth group. Today, she lives in the Sacramento suburbs with her husband and their dog.

Outside of work, she enjoys long walks, true crime documentaries, and reading novels.