bkept | Performance Bookkeeping & Operational Clarity
Full-Spectrum Accounting

The Financial Back Office.
Optimized for Performance

bkept builds, manages, and optimizes accounting operations to support growing businesses and deliver the real-time visibility owners need to lead with confidence.


Core Offerings

Focused Solutions.

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 Engagements

Concierge Services

Short-term, focused projects that you need addressed. Examples include software/system implementation, data migration, accounts receivable cleanup, building Excel files, financial analysis projects, and other administrative needs.

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Tier 02 // Recurring Retainer

Kept Services

Your outsourced financial back-office. Day to day accounting, standard reporting & analysis, and monthly Management Summary report and review. Predictable, recurring integrity and active management for growing businesses.

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Who We Help

Built for Business.

bkept serves anyone who takes their business seriously and wants to realize the competitive edge of performance accounting operations. Every business faces different circumstances and challenges that necessitate exploring options to better support their operations and understanding those stories is important context in serving you best. From local service providers to growing agencies, and e-commerce businesses, bkept brings professional discipline and scalable solutions to manage your books.

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Service Professionals

Consultants, Agencies, and Creatives. Tracking 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, your focus should be on the customer, knowing your back-office can support you.

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Digital & E-Comm

SaaS and Online Retail. Smart tech integrations scale with your growth so high-volume transactions are managed automatically.


About Us

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. More than just recording history, bkept acts as an advocate for your reputation and a dedicated partner in your growth. The ultimate mission is to see well-run businesses thrive by delivering the exact support needed to build your business in the best direction. Operating as a full-spectrum partner, bkept provides proactive engagement toward your success, honoring the trust required to manage your books and delivering steadfast support as your business evolves.

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


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).

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