Your Stack
Fluent in the tools you already use.
We run your finance stack end to end — books, bills, payroll, and reporting — so the firm’s numbers keep pace with its work.
QuickBooks
Bill.com
Gusto
Fathom
Expensify
HubSpotProject profitability, utilization, and cash flow you can plan around — for agencies, consultancies, and firms whose product is people.
Since 2006 · 500+ companies served · $360M in client revenue managed annually
A services firm’s books fail differently. Revenue is people times time, but payroll arrives every two weeks whether clients pay or not. Projects look profitable at the proposal and bleed through scope creep. Unbilled work sits invisible on no statement at all.
Generic bookkeeping tells you what you collected. To run a firm you need to know what each client and project actually earns after labor, how utilized the team really is, and how far ahead the cash runway reaches when revenue is lumpy and payroll is not.
Keel has run the books for Southern California businesses since 2006 — including agencies, consultancies, law firms, and advisory practices across San Diego County, Orange County, and greater Los Angeles. We know the local landscape, California payroll and compliance, and the operators your business runs alongside.
Headquartered in Oceanside — and because the whole engagement runs through your cloud stack and client portal, we serve companies anywhere in the country just as well.
Books structured around clients and projects, not just accounts.
The reports a firm actually runs on.
CFO judgment for the decisions that shape the firm.
We run your finance stack end to end — books, bills, payroll, and reporting — so the firm’s numbers keep pace with its work.
QuickBooksBill.comGustoFathomExpensifyHubSpot
A Time to Dance
Ambrosi & Doerges
Arch Anchor Advisory
Baypoint Insurance
Dacha
Data Check
Deana Duffek Design
EdgeWater Contract
"Dan is an exceptionally honest person with great advice for almost every business situation imaginable. He is prompt, courteous and pleasant. I highly recommend him to anyone and everyone interested in his services."
Adam Stokes · Owner, Half Price Lawyers
Every Keel client works from a live portal — executive summary, standard reporting, controller and CFO views, and workflows, refreshed on your service cadence. The demo shows the full Keel service stack; your portal is tailored to your engagement.
Explore the Demo PortalYes. We structure the books so labor and costs code to clients and projects — so you can see which engagements earn their keep and which quietly don’t.
Yes. Rolling cash forecasts built around your pipeline and payroll rhythm are a core deliverable — so a slow quarter is a plan, not a panic.
Yes. Retainer balances and unbilled WIP are tracked monthly, so nothing earned goes uninvoiced and nothing pre-paid gets double-spent.
Value-based and transparent — built from a published service catalog, not hourly billing. Build your own estimate in about two minutes. No contact info required.
A controller, once project volume makes the close and job-level reporting too complex for a bookkeeper. A CFO, for rate strategy, partner economics, and growth or succession decisions.
A 60-minute call about your business, your books, and what a finance department would change. Or price it yourself first.
Schedule a Call Build a Proposal