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A Trusted Partner
A Trusted Partner
We prioritize explaining your numbers and serving as a resource for your everyday questions.
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.
Confident Decisions
Confident Decisions
A strong financial foundation starts with knowledge. Our goal is to empower you with the information you need to make informed business decisions.
OUR SERVICES
OUR SERVICES
Keystone Numbers provides bookkeeping and financial solutions for small business owners. We handle the numbers behind the scenes so you can focus on growing your business with confidence.
Monthly or Quarterly Bookkeeping
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 or Cleanup Bookkeeping
Catch-Up or Cleanup Bookkeeping
A one-time engagement to catch up or clean up existing records, categorize transactions, reconcile accounts, and prepare financial statements for the covered period. Ideal if your books are behind, disorganized, or in need of a fresh start.
Starting at $195 per historical month. Final prices vary by scope and complexity. Contact us to customize an engagement to fit your specific needs.
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
What’s your onboarding process?
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.
What’s your bookkeeping process?
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 accurate and reports timely. Otherwise, we've got it handled!
What industries do you serve?
What industries do you serve?
Based in Northern California, we provide remote services nationwide to businesses selling products or services across various industries.
What software do you use?
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 email, Google Chat, and video calls.
ABOUT US
ABOUT US
Our Mission
Our Mission
Keystone Numbers is dedicated to upholding the highest standards of integrity and compliance. We strive to provide reliable and professional financial support that empowers business owners to make informed decisions, optimize their operations, and confidently achieve their goals.
Our Story
Our Story
Our founder, Kay, saw a gap after working in the accounting industry for over a decade: most financial services focus on large companies, leaving small businesses without accessible, everyday support. Keystone Numbers was founded in 2025 to bridge that gap with flexible, tailored financial solutions.
Our Team
Our Team
Kay brings over ten years of experience in accounting and tax from roles at Big Four and boutique CPA firms, a manufacturing company, and tech startups. She holds a bachelor's degree in accounting, a master's degree in taxation, and a CPA license.
SUCCESS STORIES
SUCCESS STORIES
Custom Engagement – Tax Season Support, 2026
"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
Custom Engagement – Business Compliance Project, 2025
“I love how you simplified it. I’d love to work with you again.”
– Restaurant Owner, Hawaii
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