Keystone Equity Group supports owner-operators, contractors, and small business owners with bookkeeping, QuickBooks setup and maintenance, reporting, and related back-office support. Services can be structured as ongoing monthly support, one-time projects, or additional help based on what your business needs most.
The services below represent the main areas where Keystone supports clients most. Whether you need ongoing bookkeeping support or a one-time project to get things cleaned up and back on track, these services are designed to create stronger systems and free up time for the work that drives the business forward.
Ongoing bookkeeping support to help keep your records organized, current, and useful. This includes transaction review, categorization, reconciliations, and monthly support in QuickBooks Online.
Support for businesses that need help setting up QuickBooks correctly, cleaning up existing books, or maintaining a stronger system moving forward.
Simple, practical reporting that gives you a clearer view of how the business is performing and helps support better day-to-day decisions.
Help getting your books organized and prepared for tax time, whether through direct preparation support or making sure your records are ready for your tax professional.
Keystone’s packages are designed to give small business owners a clear starting point for ongoing support. Each package is built around the level of bookkeeping, reporting, and back-office help your business needs, with final pricing based on scope, transaction volume, and cleanup requirements.
Best for owner-operators and small businesses that need clean books, consistent monthly support, and a stronger financial foundation without.
Best for growing businesses that need bookkeeping support plus stronger reporting, more visibility into performance, and help improving back-office consistency.
Best for businesses that want broader ongoing support across bookkeeping, systems, reporting, and day-to-day back-office operations.
*All package pricing is listed as a starting point. Support outside package scope can be quoted separately as additional project work.*
Additional support is available for businesses that need help beyond bookkeeping and QuickBooks. These services can be added to an ongoing package or scoped as standalone project work.
Support for building cleaner processes around estimates, quotes, invoices, and customer billing so the workflow from job to payment is more organized and consistent.
Help creating simple systems for tracking inquiries, following up with leads, and improving day-to-day process flow across the business.
Support with setting up or refining profiles such as Google Business Profile, Yelp, and similar platforms to improve visibility and present the business more professionally online.
Help with business account setup, branding basics, and simple social media support that strengthens your online presence and brand consistency.
Support with website updates, content changes, images, and light ongoing maintenance to keep your site current and professional.
