Kept.pro

Last updated
kept.pro
Company type Limited Liability Company [1]
ISIN 202018910680 [1]
Industry Accounting, professional services, outsourcing
Founded2020;5 years ago (2020)
FounderJames Wheeler
Headquarters
San Diego
,
United States [2]
Website www.kept.pro

kept.pro is a California-based American professional services firm specialized in outsourced accounting services. [3] The firm typically works with SMEs whose revenue falls between US$5 million and US$50 million. [4]

Contents

The company came to prominence during the COVID-19 pandemic in the context of efforts by American companies to restructure their organizational workflows in response to challenges presented by the pandemic.

Overview

The company was founded in 2020 by James Wheeler. While working as a fractional CFO, Wheeler noticed that many SMEs had revenue large enough to require robust accounting processes, yet lacked the budget to maintain a full-time, in-house accounting team. The company was formed with the intention of filling this gap. [5]

The company's services were initially well-received in the context of the COVID-19 pandemic as many companies moved toward remote teams and struggled to minimize expenses in response to sharp decreases in revenue. [5] By 2022, the firm exceeded US$1 million in annual recurring revenue. [5]

In addition to fractional accounting services, kept.pro provides educational resources and strategic advisory services relating to best practices for fractional accounting functions and fractional CFOs. [4] [6] Educational materials cover topics such as financial statement literacy, technology, and SME-appropriate policy, aiming to use fractional accounting services as a strategic tool for growth. [4] [6]

References

  1. 1 2 "Business Search". bizfileonline.sos.ca.gov. Retrieved 2024-12-17.
  2. ↑ "KEPT.PRO LLC". Dun & Bradstreet . Retrieved 2024-12-17.
  3. ↑ "kept.pro". Better Business Bureau. Retrieved 2024-12-03.
  4. 1 2 3 "Beyond the balance sheet: How kept.pro reimagines client partnership …". archive.md. 2024-09-26. Archived from the original on 2024-09-26. Retrieved 2024-12-03.{{cite web}}: CS1 maint: bot: original URL status unknown (link)
  5. 1 2 3 "Outgrowing the Bookkeeper: How kept.pro's Founder Discovered a Niche …". archive.ph. 2024-07-02. Archived from the original on 2024-07-02. Retrieved 2024-12-03.{{cite web}}: CS1 maint: bot: original URL status unknown (link)
  6. 1 2 Doe, John (31 October 2024). "Slicing the Financial Pie: The Rise of Fractional Accounting Teams in Corporate Finance" . Retrieved 2024-12-03.


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