Services — Bookkeeping, Controller & CFO

Modular by Design

Take the whole department.
Or just the missing layer.

Keel works above, below, or in between your existing team. Have a bookkeeper you trust? We add controller oversight and CFO strategy on top. Have a CFO and a bookkeeper? We sit between them, running controller-level quality control on the close. Starting from scratch? We’re the whole department.

Every engagement is scoped from our service catalog to what your business actually needs — nothing more, nothing bundled in by default.

01 / Foundation

Accounting & Bookkeeping

Clean, current, reliable books — the foundation everything else stands on. Your dedicated team keeps every transaction categorized, reconciled, and ready.

We handle the systems too: we vet, implement, and run your accounting stack so data flows without manual re-work.

Start Here

Transaction categorization & data entry
Bank & credit card reconciliation
Accounts payable & accounts receivable
Payroll & compliance
Month-end close
Sales tax filings
Systems setup & technology integration

Financial oversight & month-end close review
Financial statements & reporting
Dashboards & KPIs
Cash flow management
Budgets & cost accounting
Revenue & margin analysis
Labor & compensation analysis
Process improvement
Risk & compliance

02 / Performance

Controller Services

Structure and accountability when the business gets bigger than a bookkeeper. Your controller owns the close, the numbers, and the process — so reporting is accurate, timely, and decision-ready.

This is where reactive accounting becomes managed accounting: budgets you actually use, cash flow you can plan around, and margins you understand.

Talk to a Controller

03 / Leadership

CFO Services

Strategy when stakes are high. Your fractional CFO brings forward-looking financial leadership — planning, forecasting, financing, and the judgment calls that shape where the business goes next.

From raising capital to pricing decisions to preparing for an eventual sale, you get executive-level finance without the executive-level payroll.

Meet Your CFO

Want the same discipline at home? Personal CFO services →

Strategic planning & business planning
Forecasting, budgeting & financial modeling
Financial leadership & board reporting
Financing & capital strategy
Pricing & profitability analysis
Compensation & workforce planning
Business intelligence
Tax planning coordination
Financial, investment & retirement planning advisory
M&A and exit planning

How It Works

Clear scope. Transparent pricing. Visible deliverables.

STEP 01

Discovery Call

A 60-minute conversation about your business, your books, and where you're headed. No pressure, no jargon.

STEP 02

Custom Proposal

A scope built from our service catalog — exactly what's included, exactly what it costs. Build one yourself online anytime, before or after the call. Value-based pricing, no hourly surprises.

STEP 03