kept.pro Claim business
About
We help our clients succeed by making sure they understand the financial health of their company. Accurate and on-time completion of company financials is the foundation. We build up from there by also proactively identifying problems and risks, implementing solutions, and highlighting potential cost savings and growth opportunities. We...... See More
We help our clients succeed by making sure they understand the financial health of their company. Accurate and on-time completion of company financials is the foundation. We build up from there by also proactively identifying problems and risks, implementing solutions, and highlighting potential cost savings and growth opportunities. We provide our clients with the perspective they need to make informed decisions and consistently progress toward their goals.
Services Offered
- Fixed-fee pricing
- Financial statements
- Financial health assessment
- Outsourcing
- Fractional CFOs
- Bookkeeping and controller services
Photos & Videos
Reviews
A Quick Look at Customer Sentiment
Kept.pro receives enthusiastic praise for its expert financial guidance, seamless service integration, and proactive, client-focused communication. Clients appreciate the high level of professionalism, efficient problem resolution, and comprehensive support—from streamlining bookkeeping to advanced financial strategies—with only minor suggestions for dialing back overzealous check-ins.
Deep Dive: Detailed Analysis of Customer Reviews
We’ve gathered and analyzed reviews from real customers across the web to give you an in-depth look at their experiences with kept.pro. Here’s what people are saying about their service quality, professionalism, and reliability:
Overall Experience & Satisfaction
Clients consistently report a high level of satisfaction and relief after engaging with Kept.pro. Many have experienced a transformative change in their financial operations and express gratitude for the long-term support and reliability provided. The overall sentiment is one of trust, where users feel that their financial books are finally where they should be.
Service Quality & Expertise
Reviewers highlight Kept.pro's exceptional expertise in bookkeeping, accounting, and advanced financial processes such as revenue recognition and COGS allocation. Their ability to integrate systems like Quickbooks and customize solutions to meet unique business needs underlines the quality of service and deep technical proficiency of the team.
Customer Service & Communication
The team is praised for its responsiveness and clear communication. Clients often mention personal touches, such as regular check-in calls from team members like James, Nicki, and Greg, which, while occasionally noted as overwhelming, are appreciated for their commitment to client care. The communication is proactive and ensures that business owners are kept in the loop at every step.
Value for Money & Pricing Transparency
Clients perceive Kept.pro’s offerings as great value, especially when compared to previous experiences with higher-priced firms. Their transparent pricing and the comprehensive nature of their services—including everything from routine bookkeeping to fractional CFO expertise—support the view that their services are competitively priced for the level of quality delivered.
Timeliness & Efficiency
Kept.pro is commended for its efficiency in resolving issues and completing integrations swiftly. Reviews specifically reference quick fixes to system errors, prompt onboarding processes, and timely reconciliation of financial data, all of which help clients manage their business operations with reduced stress.
Professionalism & Trustworthiness
Several reviews underscore the professionalism and reliability of the Kept.pro team. Clients feel secure knowing that experts with extensive knowledge and ethical commitment are handling their financial affairs. The service is trusted not only for routine tasks but also for critical financial guidance and complex accounting challenges.
Facility, Environment & Ambience
While there is less emphasis on physical facilities due to the virtual and remote nature of the services, the overall presentation and system organization are noted as clean and user-friendly. The digital environment provided by Kept.pro supports efficient financial management and seamless integration of various accounting tools.
Accessibility & Convenience
The streamlined onboarding process, accessible digital platforms, and ease of scheduling consultations have been frequently mentioned as key assets. Clients appreciate the convenience of having a team that is both approachable and readily available, making the coordination and setup of finance systems straightforward and hassle-free.
Problem Resolution & Follow-up
Clients laud the team's ability to address and resolve issues proactively. From troubleshooting third-party integration errors to updating the chart of accounts and optimizing financial reporting, the follow-up efforts by Kept.pro ensure that problems are resolved effectively and that clients receive continuous support during any transition.
Unique Strengths & Areas for Improvement
Unique strengths include a highly collaborative approach, comprehensive onboarding, and transparent, expert guidance that empowers clients with a deeper understanding of their finances. Although the service is exceptional, some clients have noted that the frequent check-in calls—while well-intentioned—could be moderated to better suit individual communication preferences. Overall, the adaptability and thoroughness of the service stand out as key differentiators.
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Get Directions B Street, San Diego, California
Working Hours
- Mon 08AM - 05PM
- Tue 08AM - 05PM
- Wed 08AM - 05PM
- Thu 08AM - 05PM
- Fri 08AM - 05PM
- Sat - Closed
- Sun -
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