Consulting Services

Our experiences over the last 20 years have resulted in the development of a wide range of expertise. Much of this expertise is in the area of creating policies and procedures that promote structure and accountability within a company.

We follow a simple approach of “Plan, Adapt and Implement.” We understand the importance and challenge of implementing change in everyday applications. It’s what we do best.

Many of our clients rely on Keeper of the Books to provide advice and support on the following:

  • Budgeting – Work with management to create a realistic budget
  • Monitoring – Evaluate performance versus budget during the fiscal year
  • Reporting – Provide timely financials to the bank to maintain LOC requirements

In addition, we have worked diligently to build business relationships with professionals who share our commitment to high standards and expectations. Keeper of the Books is always honored to make these resources available to our clients when they need help making an informed business decision.

Our valued relationships with trusted professionals include the areas of banking, insurance, computer support, tax preparation, and staff training and development.

Call or email today and tell us what business issue is keeping you awake at night. We’ll do our best to help you find a solution or introduce you to someone who can.