About Us | Kept Financial

Hello

My name is Shannon Rankin

It is truly my passion to work alongside small business owners to help them grow the businesses they love. By utilizing the tools and resources provided through QuickBooks, I help your business grow more strategically. In addition, I provide financial planning and forecasting to help your business grow with clarity and insight.

I'm an accountant, trained auditor and most importantly a QuickBooks ProAdvisor. My experience in public accounting has provided me with in-depth knowledge to equip small business owners with the tools they need to grow more strategically. My Advanced Certification in QuickBooks Online provides me with the skillset needed to help you build a strong foundation for growing your business.

The primary purpose of Kept Financial is to help small businesses create a solid foundation for future growth through bookkeeping and financial reporting services.

Reach out to me. I would love to connect with you!

Initial Consultation

First, we would like to get to know you and your business.

During the initial consultation, we will talk about your business and discuss your needs and goals.

Use Calendly to schedule your initial consultation below.

HOW IT WORKS

Diagnostic
Review

Next, we will begin a diagnostic review. A diagnostic review is our initial inspection of your existing bookkeeping to identify red flags, get a better understanding of the scope of your project, look for opportunities for improvement and outline a plan of action to get your bookkeeping cleaned up, caught up, and kept up. This is the first step in any catch up, clean or ongoing bookkeeping service.

We'll take it from there!

After the diagnostic review, we will provide a summary of our findings and match you to the bookkeeping service level that fits your business. You will be provided with an initial engagement letter and can return to focusing on growing your business!