How It Works
Getting Started with Keepwise Is Simple
Onboard Effectively
After a free consultation, we’ll integrate with your systems and establish milestones to ensure we’re setup for success.
Kickoff Strategically
As we get running, we’ll offer insights to improve your operating model and scale your finance and accounting functions.
Scale Confidently
As our partnership advances, rest assured that your financial affairs are in order, enabling you to operate and grow with confidence.
Our Services
We Offer Tailored Solutions for Your Business
Want to learn more about what we can do for your business?
Book a call for a free consultation.
Bookkeeping
We ensure accurate and up-to-date bookkeeping for informed decision-making. Our team has experience using all of the major cloud-ERP softwares, like QuickBooks Online, Xero, and FreshBooks, so we can help no matter what tool you use.
Payroll
Whether you need assistance in choosing the right payroll solution or are seeking administration support, we're here to help. With our extensive experience in various payroll solutions, we can ensure a seamless and timely payment process.
Payables & Receivables
Our experienced team manages contractor payments and customer invoicing, ensuring smooth relationships and timely collections. Through operational improvements, we automate processes to maintain compliance with payment terms.
Fractional Controller
Whether you need assistance with financial reporting, budgeting, or strategic planning, our fractional controllers provide the guidance and support you need to optimize your company's financial performance.
Fractional CFO
Our experienced team provides high-level strategic guidance to help businesses reach their targets. With a diverse background in start-up ventures, corporate strategies, team leadership, and functional development, our consultants deliver valuable insights for improved outcomes.
Tax Prep & Advisory
Our tax experts provide comprehensive assistance for your tax preparation and planning needs. With a focus on minimizing liabilities and ensuring compliance, we empower you to make informed financial decisions confidently.
Special Projects
Our consultants provide flexible support for projects, whether it's a single large-scale endeavor or ongoing program management. Save on recruiting and training costs by harnessing the expertise of our experienced team, backed by collective knowledge and resources.
Want to learn more about what we can do for your business?
Book a call for a free consultation.
What Our Customers Say
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Keepwise has transformed the way we do business. Early on, we grew too quickly to really focus on running things the right way. They are a partner we cannot work without.
Alex, Greater Boston Roofing
About Us
Creating a Lasting Impact on Small Businesses and Communities
We firmly believe that thriving small businesses not only strengthen the economy but also contribute to safer and more vibrant local communities. By prioritizing community health and empowering small businesses, we strive to go beyond financial success and make a meaningful difference in the daily lives of our clients, their customers, and the communities they call home.
Operating Principles
Protestant Work Ethic
We value hard work, diligence, and unwavering commitment to our partners’ goals. Our team goes the extra mile, delivering high-quality results.
Rooted in Wisdom
Guided by biblical, timeless wisdom and years of experience, we provide insightful counsel, guiding our partners toward sustainable growth and success.
Mission Driven
With a deep understanding of your purpose, values, and objectives, we provide tailored guidance and execution to help you achieve your mission.