bkept | Performance Bookkeeping & Operational Clarity
Operational Clarity

Impeccably Kept.
Performance Bookkeeping.

We manage your financial operations in real-time, matching the speed of your business. Stop second-guessing your data and start driving your growth.

Core Offerings

Precision Execution.

We deliver financial clarity through two distinct pathways. Choose project-based execution to solve immediate operational bottlenecks, or engage our firm to manage your continuous financial performance.

Tier 01 // Project-Based

Concierge Services

Tactical, short-term deployment. We step in, structure your financial data, complete complex reporting projects, and step out.

View Concierge Scope ↓
Tier 02 // Recurring Retainer

Kept Services

Your outsourced financial back-office. Predictable, recurring integrity and active monthly cash flow management for growing businesses.

View Retainer Details ↓
Who We Help

Built for Business.

We don’t just serve tech startups. We serve anyone who takes their business seriously. From local service providers to growing agencies, we bring Fortune 500 discipline to your books.

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Service Professionals

Consultants, Agencies, and Creatives. We track your project costs and margins so you know exactly what your time is worth.

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Local Small Business

Retail, Hospitality, and Trades. Whether you run a deli, a gift shop, or a construction crew, we manage the operations so you can focus on the customer.

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Digital & E-Comm

SaaS and Online Retail. We integrate with Stripe, Shopify, and Banks to reconcile high-volume transactions automatically.


The Background

The Founder’s Advantage.

Built on Entrepreneurial Spirit.

bkept was built on a deep respect for the resilience and gumption of entrepreneurs and their business endeavors. I don’t just record history; I am an advocate for your reputation and a partner in your growth. I am obsessed with seeing well-run businesses thrive and aim to deliver the right support to build your business in the best direction. I see bkept as a full spectrum partner to your business, offering proactive engagement toward your success. I take pride in the trust delegated to me managing your books and delivering the support needed as your business continues to evolve.

PRESENT

Founder & Principal

bkept. Financial Operations

Accounting Operations Firm | Serving Private Businesses

2020 — 2025

Accounting & Controlling

Global Premium Conglomerate

US Holding Group | Group Owned E-Commerce Startup Entity

2014 — 2020

Accounting & Operational Administration

NYC Tech Startups

Venture-Backed NYC Startups – SaaS, FinTech, Real Estate Tech

The Process

How We Work.

Simple, secure, and completely done for you.

01. Integrate Tech Stack
We assess your business operations, and integrate a smart tech stack that makes sense for your business .
02. Accounting Management
We manage your financial activity in real-time, keeping the momentum of your business looking ahead.
03. Reporting & Insights
Together we review your monthly Management Summary Package and discuss what’s ahead on the trajectory.
Tier 01 // The Fix

Concierge Services

Tactical, project-based execution. Whether it is complex financial modeling, operational data scrubs, or HR infrastructure, we step in, execute the project with precision, and step out.

Financial & Admin Projects

  • Historical Cleanups: Untangling legacy ledger data.
  • Spreadsheet Structure: Complex formatting & formula modeling.
  • Audit Defense: Rebuilding records for compliance.
  • One-Time Accounting: Specific project-based ledger work.

Data & Sales Operations

  • CRM Data Scrubs: Cleaning pipeline data (HubSpot/Salesforce).
  • Database Standardization: Formatting inconsistent data sets.
  • Migration Audits: Verifying data integrity during software moves.
  • Vendor Audits: Identifying SaaS waste and duplicate billing.

People Operations

  • Payroll Migration: Moving teams to modern platforms.
  • Commission Tracking: Verifying sales payouts and structures.
  • Onboarding Systems: Building standardized hiring workflows.
  • Handbook Drafting: Creating clear, non-corporate operational manuals.
Pricing: Flat Project Fee (Based on complexity).

Tier 02 // The Flow

Kept Services

Your outsourced financial back-office. We integrate seamlessly into your daily operations to ensure your books are professionally maintained and your business maintains complete Operational Clarity.

Recurring Integrity

  • Full-Cycle Bookkeeping: Continuous categorization and reconciliation of all accounts.
  • The Monthly Close: Delivery of your P&L, Balance Sheet, and Cash Flow statement by the 15th.
  • AP/AR Management: Structured vendor payment runs and customer invoicing.

Financial Insights

  • The Kept Memo: A concise, plain-English executive summary of your monthly performance.
  • Cash Flow Forecasting: 13-week projections to anticipate working capital needs and monitor your runway.
  • Efficiency Tune-ups: Quarterly reviews of your financial workflows to eliminate friction and bottlenecks.

Continuous Maintenance

  • CPA Liaison: We fully manage the year-end handoff so you never have to answer tax questions.
  • Compliance Watchdog: Proactively tracking business licenses, insurance policies, and state entity renewals.
  • Vendor Gatekeeping: Onboarding new vendors and monitoring statements for duplicate or incorrect billing.
Pricing: Fixed Monthly Retainer (Volume & Complexity-based).

View Pricing Tiers →