Our Services

The financial back-office for your business.

From day-one formation to ongoing bookkeeping, tax, and reporting, Keepify is the all-in-one platform to keep your business running smoothly.

Financial Organization & Bookkeeping

Bookkeeping System Setup

Implement and manage a robust bookkeeping system like QuickBooks Online.

Transaction Categorization

Accurately code all income and expenses into the correct tax categories to maximize deductions.

Bank Reconciliation

Regularly reconcile business bank and credit card accounts to ensure every dollar is accounted for.

Financial Statement Generation

Produce monthly Profit & Loss (P&L) statements and balance sheets so you always know your numbers.

Quarterly Estimate Calculations

Calculate the exact amount for federal and state quarterly estimated tax payments based on your net profit.

Payment Reminders & Scheduling

Get timely reminders for all tax deadlines or let us facilitate the payment process for you.

Deduction Maximization

Proactively identify and track all possible legitimate business deductions to minimize your tax liability.

Year-End Tax Prep

Receive a comprehensive, accountant-ready package of your annual financials for a smooth tax filing season.

Tax Savings Escrow

We'll help you set up a system to automatically set aside 25-35% of every payment specifically for taxes.

Cash Flow Forecasting

Create a simple forecast to show expected income and expenses, helping you plan for slow months or large investments.

Spending Analysis

Our experts will help you see where your money goes and find spots to save cash.

Performance Reporting

Get easy-to-understand monthly reports that clearly answer the question: 'How is my business doing?'

Goal Tracking

We help you track progress towards your financial goals, whether it's saving for new equipment or a down payment.

Business Health Checks

Gain insights on profitability and understand the financial implications of big decisions, like hiring or expansion.

Let us handle the numbers, so you can get back to building your dream.