The Performance Standard
Setting The Performance Standard isn’t just for scaled enterprises—it’s for any owner who wants to finally trust their operations. Your current process might get the job done, but “busy” shouldn’t be your baseline. We believe your back office must evolve as you grow. By actively refining your workflows and deploying the right tools, we help you stop managing the day-to-day and start leading your business.
Precision Execution.
We deliver financial clarity through two distinct pathways. Choose project-based execution to solve immediate operational bottlenecks, or engage our firm to manage your continuous financial performance.
The Concierge
Tactical, short-term deployment. We step in, structure your financial data, complete complex reporting projects, and step out.
View Concierge Scope ↓The Kept
Your outsourced financial back-office. Predictable, recurring integrity and active monthly cash flow management for growing businesses.
View Retainer Details ↓Built for Business.
We don’t just serve tech startups. We serve anyone who takes their business seriously. From local service providers to growing agencies, we bring Fortune 500 discipline to your books.
Service Professionals
Consultants, Agencies, and Creatives. We track your project costs and margins so you know exactly what your time is worth.
Local Small Business
Retail, Hospitality, and Trades. Whether you run a deli, a gift shop, or a construction crew, we manage the operations so you can focus on the customer.
Digital & E-Comm
SaaS and Online Retail. We integrate with Stripe, Shopify, and Banks to reconcile high-volume transactions automatically.
The Founder’s Advantage.
Built on Entrepreneurial Spirit.
My career has been a deliberate bridge between two worlds: the high-velocity agility of early-stage startups and the uncompromising precision of the global premium sector. Bkept is the synthesis of these experiences—applying Fortune 500 rigor to the businesses that truly move the needle shaping the future.
Bkept was built on a deep respect for the resilience and gumption of entrepreneurs and their business endeavors. I don’t just record history; I am an advocate for your reputation and a partner in your growth. I am obsessed with seeing well-run businesses thrive and aim to deliver the right support to build your business in the best direction. I see bkept as a full spectrum partner to your business, offering proactive engagement toward your success. I take pride in the trust delegated to me managing your books and delivering the support needed as your business continues to evolve.
Founder & Principal
Bkept. Financial OperationsAccounting Operations Firm | Serving Private Businesses
Accounting & Controlling
Global Premium ConglomerateUS Holding Group | Group Owned E-Commerce Startup Entity
Accounting & Operational Administration
NYC Tech StartupsVenture-Backed NYC Startups – SaaS, FinTech, Real Estate Tech
How We Work.
Simple, secure, and completely done for you.
The Concierge
Tactical, project-based execution. Whether it is complex financial modeling, operational data scrubs, or HR infrastructure, we step in, execute the project with precision, and step out.
Financial & Admin Projects
- •Historical Cleanups: Untangling legacy ledger data.
- •Spreadsheet Structure: Complex formatting & formula modeling.
- •Audit Defense: Rebuilding records for compliance.
- •One-Time Accounting: Specific project-based ledger work.
Data & Sales Operations
- •CRM Data Scrubs: Cleaning pipeline data (HubSpot/Salesforce).
- •Database Standardization: Formatting inconsistent data sets.
- •Migration Audits: Verifying data integrity during software moves.
- •Vendor Audits: Identifying SaaS waste and duplicate billing.
People Operations
- •Payroll Migration: Moving teams to modern platforms.
- •Commission Tracking: Verifying sales payouts and structures.
- •Onboarding Systems: Building standardized hiring workflows.
- •Handbook Drafting: Creating clear, non-corporate operational manuals.
The Kept
Your outsourced financial back-office. We integrate seamlessly into your daily operations to ensure your books are Impeccably Kept and your business maintains complete Operational Clarity.
Recurring Integrity
- •Full-Cycle Bookkeeping: Continuous categorization and reconciliation of all accounts.
- •The Monthly Close: Delivery of your P&L, Balance Sheet, and Cash Flow statement by the 15th.
- •AP/AR Management: Structured vendor payment runs and customer invoicing.
Financial Insights
- •The Kept Memo: A concise, plain-English executive summary of your monthly performance.
- •Cash Flow Forecasting: 13-week projections to anticipate working capital needs and monitor your runway.
- •Efficiency Tune-ups: Quarterly reviews of your financial workflows to eliminate friction and bottlenecks.
Continuous Maintenance
- •CPA Liaison: We fully manage the year-end handoff so you never have to answer tax questions.
- •Compliance Watchdog: Proactively tracking business licenses, insurance policies, and state entity renewals.
- •Vendor Gatekeeping: Onboarding new vendors and monitoring statements for duplicate or incorrect billing.