Make your bookkeeping relaxing
Ker Financial helps business owners like you efficiently track their finances and take their business to the next level.
We take the head-ache out of bookkeeping so that you can relax knowing exactly how your business is performing, and that your books are ready for tax season.
What can we do for you?
Monthly Bookkeeping
✓ Transaction categorization
✓ Bank account reconciliation
✓ Financial reporting
✓ Tax-ready year-end financials
✓ Secure document sharing portal
✓ Fast email support year-round
Annual Tax Returns
✓ Partnerships
✓ LLC’s
✓ S-Corporations
✓ C-Corporations
✓ Secure document sharing portal
✓ Fast email support year-round
Additional Services
✓ Payroll processing and filing
✓ Cleanup & catch-up
✓ QuickBooks setup
✓ 1099’s
✓ Monthly financial review calls
✓ Custom services
Our Process
Let us know about your business and how you currently keep your books. We’ll give you a customized service package and a crystal clear explanation of our simple pricing structure.
Introduction
Your books will be set up (or cleaned up) and caught up to date. Behind the scenes, we’ll set up a system for keeping the books clean and organized going forward.
Onboarding
You can rest easy knowing all your accounting needs are taken care of. We’ll provide you with clear financial insights, and the confidence and clarity you deserve to run your business.
Ongoing Services
What our clients are saying…
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⭐⭐⭐⭐⭐
Our homeowners association is grateful to have Stephen Ker as our bookkeeper. He ramped up super quickly, mastered our monthly processes in no time, and brings clarity to our HOA’s finances. He’s responsive and explains our finances in layperson terms. We truly value Stephen expertise and the peace of mind he brings to our community!
- John
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⭐⭐⭐⭐⭐
Stephen has done my bookkeeping for about 7 years and I've had no complaints. He has always been timely and easy to reach. He keeps everything very organized. It's very easy to understand my financials. He has a great sense for business and has offered advice that led to better financial success!
- Dale
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⭐⭐⭐⭐⭐
Stephen is easy to work with, responds quickly to any questions we have and we trust his accounting expertise/ tax preparation on our behalf for our apartment rental business. He is also a caring and genuinely kind person.
- Maria
FAQs
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A bookkeeper keeps your financial records accurate, organized, and up to date. That means recording transactions, reconciling bank accounts, tracking expenses, and preparing financial reports. We make sure you always know where your money is going and that your books are ready for tax time.
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Yes! No two businesses are the same. The base services that I provide for all clients are transaction categorization, bank reconciliation, and reporting. Beyond that, we can customize your package to include additional services, if it’s in our wheelhouse.
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Our pricing is tailored to your unique needs. What we can promise is this: we’re able to keep costs very competitive by using the latest and greatest AI tools to handle routine tasks, allowing us to provide you the personalized support you need that’s worth far more than your investment.
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Expert business advisors suggest that small businesses spend between 1-5% of their annual revenue on their accounting and finance department. Most of my clients find that their total fees fall comfortably within the lower half of that range.
For start-ups, this rule of thumb isn’t always practical right away, especially before steady revenue is established. But keeping accurate books and filing taxes properly is still essential. In fact, new businesses that bring in a financial professional early often see their revenues grow more quickly than those that try to manage everything on their own.
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Yes. Accounting software can be a powerful tool, but it’s only as good as the information entered into it. While the software automates many tasks, it doesn’t guarantee accuracy, compliance, or meaningful insights. A financial professional not only keeps your records clean and up to date but also helps you understand what the numbers really mean, avoid costly mistakes, and stay ahead of tax and reporting deadlines.
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We only prepare tax returns for clients whose bookkeeping we also manage.
This approach benefits both our clients and our team. By handling your books throughout the year, we don’t have to spend time cleaning up another accountant’s work or tracking down missing details. We already know your transactions inside and out. That means we can maximize your deductions with confidence.
Because our bookkeeping software integrates directly with our tax software, we avoid redundant data entry and reduce the risk of errors. The time we save on the back end translates into lower costs for you and more of our attention spent on what really matters: optimizing your tax strategy.
Certifications
