Your bookkeeping headache ends TODAY.
Cut your bookkeeping costs. Get eligant financial statements.
Be ready for tax deadlines.
We are QuickBooks and Xero tax experts who handle your bank reconciliation and tax payments within 15 days of month-end. We give you clean financial statements and alert you of any unusual bank activity.
We are USA entrepreneurs—real humans who get you.
Yes, you can hire us for just one question.
Fractional accounting at a fraction of the cost.
Quick but Critical Questions – $5 each
If you have a unique accounting question specific to your business, we can provide a human review and customized Remediation Plan to handle your situation (3 Day turn-around).
Outsource your bookkeeping – $200/mo
Within 15 days of month end, we provide you with a bank reconciliation, a notice of any unusual bank activity, Profit and Loss (Income) Statement, Balance Sheet, and tax payments scheduled on your behalf (up to 200 bank transactions per month)
How Messy are your books?
20 questions: Perfect score when all boxes are checked.
You need answers: We have them for you
Common accounting concerns
Clients often ask us these accounting topics and current tax code updates.
1099 requirements
Starting in 2026, 1099-NEC and 1099-Misc are only required for non-incorporated vendors earning $2000 or more per year.
Meals and Milage
Meals are deductible at 50% of cost. Starting July 1, 2026, business standard milage rate increases to 76 cents per mile.
Messy Looking Financials
Take our Self-Assessment so you can see if you have any financial statement ‘messiness’ that can be cleaned up.
Getting Paid by Myself
LLC and Schedule C owners take Draws from available funds, while S-Corp owners are required to be W2 employees.
Home Office Deductions
Both renters and homeowners can write off a percentage of indirect costs like utilities and internet. Renters can also deduct a portion of their actual rent payments.
Payroll Journal Entry
Code the bank rec withdrawal to a payroll clearing liability account. Then use the payroll report to reclasses the tax payments out of the clearing account.
WHY CHOOSE KPIz
Count on us for accurate, timely financial insights.
Your financial statements hold the key to your business trends.
As business owners ourselves, we understand the day-to-day realities, cash flow dynamics, and dedication required to build a company. We review your financials with a founder’s mindset, aligning our support with your vision for growth.
We use secure, safe cloud accounting tools to automate repetitive bookkeeping tasks and protect your financial data. By cutting out paper and manual errors, we speed up your reporting and keep your service costs as low as possible.
True to our name, KPIz, we extract the deep trends and the strategic story locked within your accounting numbers. We analyze your raw financial for insights and trends to guide your management strategies.
15 day
Month-Close Turn Around
100%
Human Attention with Technology Backing
$100
Customized “Messy Books” Solutions Plan
20+
Years of Industry Experience
Our SERVICES
Fractional financial management and bookkeeping for growing small businesses
We align your daily books with a proactive tax strategy to maximize cash flow and minimize liability.
ACCounting
Bookkeeping & Accounting
We designed and developed a scalable SaaS platform with intuitive user experiences, modern architecture, and seamless integrations, enabling the client to launch faster, improve efficiency, and support long-term business growth.
Tax
Tax Preparation
We remove the burden of tax season with expert tax preparation built for individuals, LLCs, partnerships, S-Corps, and non-profits. Our approach ensures complete regulatory compliance while actively utilizing tax laws to your strategic advantage.
Minimized Liability: Focused tax strategies designed to maximize your deductions and protect your bottom line.
Flawless Book Balancing: Receive exact year-end journal entries for depreciation and adjustments so your books and tax returns align perfectly.
Strategy
On-Demand Strategy
Small businesses often need high-level financial guidance from a CFO or Controller, but full-time executives are too expensive. We bridge that gap as your fractional CFO and controller, delivering expert strategy, budgeting, and financial oversight at a fraction of the traditional cost.
Have just 1 or 2 accounting questions? You don’t need to sign a massive contract. We offer one-time, low-cost project consultations with zero long-term obligations. Get the precise answers you need to move forward with confidence, entirely on your own terms.
Our Professional Affiliations
FAQ
Getting Started FAQs
Find answers to the most common questions about features, pricing, integrations.
No. This is a 100% pay-by-the-month, no-obligation offer. You can use us strictly to clean up your back-months for the upcoming tax deadline and cancel at any time.
Getting started is simple. First we talk to discuss the nature of your tax and accounting needs. For routine monthly accounting, we will just need Accountant-access to your bookkeeping. We handle all the heavy lifting from there.
Tax preparers require structured financial statements (Profit & Loss and Balance Sheet) to file an accurate tax return. Passing raw bank statements to a tax professional usually results in massive hourly bookkeeping fees or missed tax deductions because expenses weren’t properly categorized.
Absolutely. There is zero obligation to use our tax filing services. Once we finish your books, we deliver a clean, universal financial package that you can hand over to any CPA or tax professional of your choice.
Yes, we offer accessible, one-time project options alongside our ongoing monthly fractional packages. If you need answers to specific tax questions or require targeted year-end ledger adjustments, you can utilize our expertise for that exact project with zero ongoing obligations.
Yes. We use industry standards for your protection. All financial
No, you don’t. We use your history to know how to walk in your footsteps. But if you ARE ready and you do wish to leave your old accounting software, we are experiened at migrating to and from Quickbooks and Xero. For those who want to consider it and aren’t sure, we can discuss and advice you on how changing would impact you.
Yes. We can do a high-level, informal audit of your financials, your chart of accounts, and compare them to a prior year business tax return to show you changes that will improve the display of your financial statements.
Samples of Our On-Demand Accounting Services
On-Going Monthly Books
A cost-effective bookkeeping alternative. No hand-holding needed.
$200
/month *
*up to 200 transactions
Includes:
✓ Monthly bank rec
✓ Unusual banking alerts
✓ Financial Statements
✓ Tax payment set-ups
Tax Deadline Catch Up
New Client Special: Pre-2026 bank reconciliations for tax readiness
$150
/month *
*up to 200 transactions
Includes:
✓ Monthly bank rec
✓ Account consistencies
✓ 1099 subcontractor list
✓ Tax-ready financials
Financials Clean-Up Plan
Provide prior year’s financials and business tax return pages.
$250
/review
No Long-Term Contract
Includes:
✓ Informal audit review
✓ Chart of Account Fix
✓ Tax Return Alignment
✓ DIY or KPIz Action Plan
Journal Entry (JE) Instructions
Show us your reports or statements, and we’ll tell you how to enter them.
$5
/JE question
3 Day Turn-Around
Includes:
✓ Easy instructions
✓ Sample spreadsheet
✓ Payroll, auto loan, etc
✓ Liability handling