For Small Businesses

Keystone Numbers helps solopreneurs and microbusinesses, often overlooked by conventional financial services.

We fill this gap with flexible, tailored solutions that combine traditional CPA expertise with modern business needs.

Our mission is to empower business owners to build strong financial foundations for confident decision-making.

About Us

How We Help

Keystone Numbers offers flexible, on-demand financial solutions:

✅ No-commitment, tailored support

✅ User-friendly spreadsheet for DIY finance tracking

✅ Year-round organization to stay tax-ready

We’ll fix the formulas and organize the past year's data in your existing spreadsheet. You’ll receive a tax-ready report with a video overview.

Starting at $299 (one-time)

We’ll set up or migrate your spreadsheet with built-in P&L reports, tailored categories, and everything from Cleanup.

Starting at $499 (one-time)

Monthly Support:
- We'll review your spreadsheet monthly and offer ongoing email support.
- Starting at $179/month
Live Training:
- We'll have a 30-minute Zoom call to review your spreadsheet together and answer any questions.
- $49 (one-time)

Learn More

We're grateful to work with incredible clients! Here's their feedback.

“I love how you simplified it. I’d love to work with you again.” -Restaurant Owner (Hawaii)

“The team really enjoys working with you!” -CPA Firm Partner (Kansas)

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