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kept.pro

kept.pro

Reviews Summary

Kept.pro receives consistently outstanding reviews for its professional, knowledgeable, and responsive team. Clients highlight exceptional bookkeeping accuracy, CFO-level guidance, and streamlined financial processes. Many appreciate the seamless integration with accounting systems, tax compliance support, and transformative improvements to their financial operations. The service is praised for its clarity, efficiency, and ability to tailor solutions to unique business needs. Small business owners particularly value the peace of mind and time savings. Overall, Kept.pro is highly recommended as a top-tier, full-service accounting partner.

About This Listing

Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
E-Commerce
Real Estate
Technology
QuickBooks
GAAP Compliance
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
E-Commerce
Real Estate
Technology
QuickBooks
GAAP Compliance
Remote Services

Contact Information

Address

600 B St Suite 300

San Diego, California 92101

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

I started using Kept.pro last year after a couple years of being frustrated with time and effort of bookkeeping, and the catch-up process before taxes. Initially I was skeptical of the value of the service - did I need the full team that Kept.pro brings, or just a bookkeeper to do entries? However, after onboarding, I now have a fully integrated service between Quickbooks, my timekeeping system, and all banking & payroll accounts. This has taken a lot of the thoughts of "I should be doing this" about entr

We have been using kept.pro for the last year and all I can say is that their service and caring about their clients is top notch. Finally after so many years , our books are finally where they should be .. James , Laurie and Nicki have been wonderful to work with. I highly recommend Kept.Pro if you want a full service team

My experience with Kept.Pro has been nothing short of phenomenal. Their expertise in developing and implementing revenue recognition and lease standard processes has been a game-changer for our company. They have transformed our financial operations, ensuring compliance with the latest standards while optimizing our revenue streams. From the very beginning, Kept.Pro showcased their professionalism and commitment to excellence. Their comprehensive review and adjustment of our COGS allocation allowed us to a

Kept.pro has been a tremendous asset to my business. When we first partnered, they quickly straightened out and simplified our books to align with our unique needs. The team at Kept.pro is extremely friendly and knowledgeable. My lack of finance background never diminishes the effort they put towards helping me find solutions to the challenges I bring to them. Whether it's helping us stay tax compliant, sending 1099s, or supporting us to find ways to leverage our finance apps to better align with our shif

I have had the pleasure of working with Kept.Pro for over a year now. Their team is very knowledgeable, and always professional, responsive, and kind. I am very happy with how our financials are presented, and how smooth our processes are since we have been working together. With their guidance, we have also implemented new systems to create efficiencies within our business and are very pleased with the results!

James and his team have been great for us. We finally committed to having a team with bookkeeping, controller and CFO services. The first go around with another firm did not go so well (my fault for going with the lower price.) Since hiring kept.pro we have revamped most of our accounting methods and they have helped us with many key improvements in our processes. They have also made quite a few good introductions. I appreciate the fact that they spend a lot of time educating myself and my team, increasing

I came to the table thinking I might need a fractional CFO after 30 years in business. Booked and appointment with James Wheeler, we had a great call which really helped clarify things for me. Rather than spend the time selling me he listened and walked me through Kept.Pro services. At the end of the call his evaluation was that I was doing fine in the CFO arena myself and gave me some tips on what my requirements should be for a bookkeeper if I felt I needed the help. While I didn't need their services rig

Kept.pro team is a great resource for our company by providing knowledgeable team that was very responsive and quick to get up to speed providing immediate benefit. Kep.pro has quickly become a valuable partner with our business and is scaling with our rapidly changing needs. Would highly recommend Kept.pro!

We've been in business for 11 years and I highly recommend kept.pro for their expertise in accounting. Societe Brewing has been using them for one year now and we couldn't be happier. From their CFO-level guidance, to their bookkeeping accuracy, I couldn't be more impressed.

As a tax preparer I find that my clients that use kept.pro come to me with clean, organized books which allows me to do more accurate tax returns in less time. This saves the client money not only on tax prep but on the bottom line of the tax return. I highly recommend them for your bookkeeping and accounting needs.

I am a small business and had an accounting firm doing my books previously, as part of their services. The firm was purchased by a larger firm and all of a sudden my pricing was through the roof. Naturally I was unhappy and started looking elsewhere. kept.pro's services have been far and above anything I've experienced before with bookkeepers along the way. I learned that accountants often do bookkeeping to make it easier on themselves to do your taxes, but there wasn't a lot of service there. kept.pro has

Kept.pro is the ?go-to? for all my clients who need professional & timely service. In my 15 years as a management consultant I am pleased to report that they are second to none! HIGHLY RECOMMEND!!

Kept.pro connected us with an amazing fractional CFO. Highly recommended! Wonderful to work with, experienced and allowed us to take our finances to the next level.

If you want to sleep easier as a small business owner, knowing your back-end financial operations are handled by a great team, you've come to the right place. Highly recommend.

Highly professional and responsive, I am very grateful for Kept.pro!

Best bookkeeping team I know. Very technically savvy and professional.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.