Our Services
Focus Areas
Legal Bookkeeping
Attorneys have their own specific needs. We are well versed in legal bank account reconciliations, court financial forms, title insurance audits, conservatorships, guardianships, and other legal matters.
Personal Wealth
Do you need help organizing your finances outside of your business? Let us help you manage day to day and long term personal finances. We will help you reduce wasteful spending and have your money work for you.
Bookkeeping Setup
Are you starting from scratch? We create and implement efficiently planned financial organization processes.
IOLTA Account Management
We have vast experience managing IOLTA accounts of all forms, reconciliations, three-way reconciliations, forensic audits, and knowledge of current laws.
Reconciliation
It’s important to keep your books balanced at all times. We offer general bank and credit card reconciliation, as well as audit preparation.
Year End Processing
Tax season is crunch time. We work closely with you and your CPA to generate data and reports for tax preparation, and manage 1099 processing.
Financial Business Networking
KeepIt professionals have ongoing relationships with outside financial services. We regularly connect our clients with people in our network to generate leads for businesses in diverse industries.
Probate Bookkeeping
Experience obtaining and managing a decedent’s financial documents and completing court forms needed for probate.
Forensic Bookkeeping
Many businesses suffer from poor organization from their founding. We can work through your resources to reconstruct and organize historic financial data.
Real Estate Development
We can help your real estate development company organize and track income and expenditures by using efficient bookkeeping tools.