KP Financial Solutions
Helping Businesses and Nonprofits Thrive
Financial Services
Remote Bookkeeping and CFO Services Tailored to Your Needs
We handle all of your basic bookkeeping needs and issue monthly financials tailored to you
We categorize transactions and reconcile your accounts remotely utilizing QuickBooks Online
Financial Reporting
Manage your bills owed to vendors
Manage accounts with
balances owed to you
Invoice and receive payments
View reports with amounts in
detail for easy follow through
AR & AP Management
Start now with tax planning and preparation for your business
Our trusted tax partners provide incredible value on their tax services through our bookkeeping packages
Maximize your deductions for
the tax return you deserve
Tax Planning & Preparation
Do you have employees or independent contractors that need to be paid on a regular basis?
We provide setup and
management of payroll services
for your specific needs
Payroll Setup & Support
Review current books and assess what work should be done
Clean up any errors and add what
is needed to your books to
make them correct and up to date
Complete your backwork from when your last tax return was filed
Catch-up/Cleanup
File your sales tax collected monthly, quarterly, or yearly
Setup correct sales tax rates
in QBO for invoicing
Collect, track, and remit sales tax
on time and avoid late fee filings
Sales Tax
Keep track of your income and expenses by location, department, event, property, product/service, program, and/or other categories for profitability, reporting,
and tax purposes
Class Tracking
Job Costing
Get an overview of your projects,
all in one place
Easily track labor costs, payroll, and expenses with job costing
See project profitability in a glance with clear dashboards and reports
Have your new Quickbooks Online account set up for you
Move from Quickbooks Desktop to Quickbooks Online
Want help with learning how to navigate Quickbooks Online?
We offer training and support
Quickbooks Setup & Training
Nonprofit Services
In need of more support for your Nonprofit?
In addition to handling all aspects of monthly bookkeeping, we provide Budgeting & Cash Flow Forecasting,
Custom KPIs/Donor Metrics,
Customized Financial Reports for your Board,
and Support with Special Projects
CFO Services
Looking to take your business to the next level?
We provide Cash Flow Analysis,
KPI Tracking,
Budgeting & Financial Forecasting,
Specialized Strategy Sessions,
and Customized Financial Support
Kate Plake
Owner of KP Financial Solutions
Fractional CFO
Bookkeeping Specialist
Quickbooks ProAdvisor
About
Kate has a heart for helping businesses and nonprofits grow, flourish, and succeed. She is conscientious, dependable, efficient, and extremely attentive to detail. Kate is dedicated to providing top-notch support, financial clarity, and peace of mind. Her mission is to help her clients reclaim their time to invest back into their business, family, and passions.
Contact Us
We look forward to getting to know more about you!
Phone
(937) 269-1420
E-mail
Social
Purchase Discounted Quickbooks Products: https://completebusinessgroup.com/kp-financial-solutions/