Discover a bookkeeping experience that merges technology, expertise, and a commitment to your business’s financial growth.
Following our Personal Approach, we see every business as a unique system striving to provide quality goods and services to our community.
We take pride in maintaining an organized foundation for your business so that you can move creatively in the world and with your customers.
Call Us Today! 831-331-1977
Small Business Bookkeeping Services
Month End Reporting
- Compiling Accurate Financial Statements, Balance Sheet and Income Statement, through Account Reconciliation and Data Entry
Bank Account Reconciliation
- Matching account statements with business accounting data in order to ensure continuity
- Bank Account Reconciliation
- Credit Card Reconciliation
- Point of Sales System Reconciliation
QuickBooks Initial Setup
- Entering Customer and Vendor info
- Creating Chart of Accounts
California Sales and Use Tax
-
We file your Sales and Use Tax with the CDTFA
Managing Payroll
- Next Day Direct Deposit
- State and Federal Tax Filings
- Quarterly Payroll Compliance and Reconciliation Report
- Payroll Available for Employees as well as Independent Contractors
Bookkeeping Packages for Small to Medium Businesses
Small Service Company Package
$349
per month
- Bookkeeping for Small Sole Proprietorships
- Month End Reporting—profit & loss statement & balance sheet
- Reconciliation for up to 3 Accounts:
- Bank Account
- Credit Card
- Point of Sale Account
S-Corp Administration
$599
per month
- Monthly reporting—Profit & loss statement & balance sheet
- Account reconciliation for up to 3 Accounts:
- Bank Account
- Credit Cards
- POS Account
- Includes 1 Payroll Run for the Month
For a more customized solution tailored towards medium sized and semi-complex businesses.
We understand that not every business fits within the framework of our small business packages. Those packages are set up to bring an organizational framework to small businesses that have been operating chaotically, often times commingling personal funds with the business.
For businesses that are well established, have multiple sales channels, or cost accounting needs, Keenly will work with you to create a customized plan tailored to fit your need. We work with companies that require specialized cost pools, expenses segregated by department, and various levels of inventory management.
For specialized services our fee is calculated by the scope of work. Contact us today for an estimate regarding your accounting needs.
Call Us Today! 831-331-1977
Payroll Packages for Small to Medium Businesses
Payroll Service for Small Businesses
$249
per payroll
- Up to 5 employees
- Next Day Direct Deposit
- State and Federal Payroll Tax Filings Included
- Labor Compliance Support
- PTO Policy Guidance
- Last Paycheck
Payroll Medium-Size Employer
$349
per payroll
- 6-10 employees
- Next Day Direct Deposit
- State and Federal Payroll Tax Filings Included
- Labor Compliance Support
- PTO Policy Guidance
- Last Paycheck
Year-End Financial Reporting
Too busy for bookkeeping? Don’t have your profit & loss or balance sheet ready for your CPA? No need to worry, Keenly has your back!
Keenly can reconcile your accounts and compile your year-end financial statements for you.
Ask about how you can get an additional 20% off with our year-end reporting special.
Starting at:
1400
$799
Additional Pricing Info:
Revenue: Pricing:
Under $250K…………..$799
$250K–$500K…………$1399
$500K–$1M…………….$1899
Consulting Services
Keenly has assisted Small Businesses in California access over $10M in SBA loans since 2020.
Small business lending is a tricky process. Lenders are actually regulated on what they can and cannot say to a borrower. Although these regulations are set in place for valid reasons, they often create a very vague and confusing experience for the business owner.
At Keenly we bring clarity to the experience by walking the business owners through their financials to help them understand what they can qualify for. We connect businesses with lenders who favor their business model, and we offer insight into the banking landscape to help them better understand their banking relationships.
Keenly works with a variety of lenders from Micro-loans to Commercial Real Estate.
Lender Relations and Loan Packaging
- Identifying lenders that favor your small business
- Loan packaging and application support
- Initial analysis and prequalification
- Deal structure consulting and insight into SBA Lending
Alternative Financing Consulting
- Determining your financing need and identifying your options
- Creating your financial strategy based on your business model
- Assessment of your banking relationship
Loan Packaging & Finance Strategy
Starting at
99
- Financial packaging for loan application
- Sourcing your lender
- Consulting for alternative financing solutions
About Keenly
Keenly provides Bookkeeping with a Banking twist. Keeping organized financial records not only helps maintain stability in how it operates, it also helps the business build a stronger relationship with its banker.
Keenly’s team of Financial Experts brings over 30 years of financial management in the small business sector. Whether you are simply looking to maintain trajectory, seeking capital to expand, or plan for succession, keenly has your back.
Connect with us today!
Kyle Roseman
President
Kyle Roseman brings his experience from the banking industry to Keenly’s bookkeeping clients so that they can keep financial records that display the value of their business. Accounting records tell a story. Kyle believes that a good bookkeeper knows how to tell the story of success and achievement.
Kyle’s banking centered approach to bookkeeping focuses on supporting the day-to-day operations of small businesses while also considering future growth of the company. In many ways the financial industry is separated into different services that don’t always consider each other until they cross paths. This can create turbulence when a company meets an opportunity for growth. Kyle brings an in-depth understanding of commercial lending and underwriting, along with a network of nonprofit, small business friendly lenders, so that when a company meets opportunity for expansion, they have the funding resources to succeed.
In his free time, you can find Kyle creating in the ceramic’s studio, sweating it out at CrossFit or enjoying the sunshine at the beach with his friends.
Kimberly Hallinan, MBA
CFO for Hire
Kimberly spent most of her career at New Leaf Community Markets in Santa Cruz California as CFO for 20 years and later as General manager of the 6-store chain. She led strategic planning, financial planning and management and oversaw the HR and IT departments. Kimberly specializes in facilitating leadership teams in developing strategic visions, plans and initiatives that will lead businesses to thrive in a highly competitive market place.
Additionally, Kimberly is available as a consulting, remote, CFO to provide financial analysis, planning, and training to owners, finance and accounting staff in order to best utilize financial reporting in strategic and tactical decision-making.
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