What Keep Smart Books does

Keep Smart Books (KSB) is a privately held professional services firm headquartered in Fort Collins, Colorado, founded in 2013, that delivers full-charge bookkeeping, financial reporting, accounting support, and outsourced CFO services to small and mid-sized businesses. The firm positions itself around an experienced team (80+ years of combined experience) and bundles a Profit First consulting practice, an internal data service ('Keep Smart Data'), and vertical-specific offerings for legal/professional services, real estate, and nonprofit organizations. Its primary customer base is growth-minded SMBs in Northern Colorado and the Colorado Front Range, with a secondary national footprint delivered remotely via ShareFile client portal and video conferencing.

The underlying technology stack is conventional for the category: QuickBooks (delivered as an Intuit ProAdvisor partner, with Online and Desktop certifications) is the core accounting platform, supplemented by cloud-based accounting tools and ShareFile for secure document exchange. There is no proprietary software product; competitive differentiation rests on certified expertise (Profit First Professional, AIPB, BBB accreditation, QuickBooks ProAdvisor), industry-specific workflows (IOLTA trust accounting for law firms, fund tracking and Form 990 readiness for nonprofits, real estate commission and draw tracking), and named account managers with internal review processes.

The business model is straightforward professional services revenue: clients are acquired through a consultative sales motion (intake forms, 'Schedule a Complimentary Call' CTAs, referral and CPA-partner flow, community involvement, blog content, and the Perk Up & Profit training series), and engagements are scoped and quoted on a custom basis with no publicly disclosed pricing. Revenue is generated across five streams - core bookkeeping, accounting support, Profit First consulting, Keep Smart Data, and outsourced CFO services - with marketing channels spanning organic social (Facebook, LinkedIn, Instagram), email newsletter, events, and partner referrals. Pricing is not transparent, indicating engagement-level negotiations rather than standardized rate cards.

Name

Keep Smart Books

Legal name

Keep Smart Books LLC

Website

https://keepsmartbooks.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Keep Smart Books is a Fort Collins, Colorado-based bookkeeping and accounting services firm that provides full-charge bookkeeping, financial reporting, Profit First consulting, and outsourced CFO services to growth-minded SMBs in Northern Colorado, the Colorado Front Range, and nationally, using QuickBooks and a ShareFile client portal.

Ownership category

akta.pro rank

Product category

Bookkeeping and Accounting Services

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Bookkeeping services
• Small business accounting
• Profit first consulting
• Outsourced CFO services
• Nonprofit bookkeeping

Headquarters

HQ city

Fort Collins

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Bookkeeping Services: Full-charge bookkeeping services for businesses, including transaction entry, reconciliation, and financial reporting.
2. Accounting Support: Financial reporting and accounting support services.
3. Profit First Consulting: Certified Profit First consulting to help businesses implement the Profit First methodology for profitability.
4. Keep Smart Data: Data services for clients.
5. Outsourced CFO Services: High-level financial advisory and CFO-level support services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Keep Smart Books provides full-charge bookkeeping, financial reporting, Profit First methodology consulting, and outsourced CFO services to growth-driven small and mid-sized businesses. The firm specializes in three verticals—legal and professional services, real estate, and nonprofit organizations—and delivers work primarily through QuickBooks with a secure ShareFile client portal. Services are sold on an ongoing monthly engagement basis with a complimentary consultation intake.

Product overview

Keep Smart Books is a service-based bookkeeping and accounting firm offering a suite of professional services for small to mid-sized businesses. The core offering consists of full-charge bookkeeping, financial reporting, and outsourced CFO services. Specialized service modules include industry-specific bookkeeping for legal/professional services, real estate professionals, and nonprofit organizations. The firm also offers Profit First consulting as a distinct methodology practice, plus educational offerings through Perk Up & Profit trainings and Keep Smart Books Academy. All services are delivered by a team with over 80 years of combined experience, primarily serving clients in Northern Colorado and nationally.

Differentiator

Problem solved

Functional benefit

Brands

• Keep Smart Books Academy: Online training platform offering bookkeeping and accounting courses for professionals.
• Perk Up & Profit

Products and services

• Keep Smart Books Core Bookkeeping Services
• Keep Smart Data
• Profit First Consulting Certified Profit First consulting that helps businesses implement the Profit First methodology, including bank account setup, allocations, and ongoing profit monitoring to flip the traditional profit equation.
• Bookkeeping for Legal & Professional Services Specialized bookkeeping for law firms and professional practices, including IOLTA trust account management, expense tracking, and regulatory-compliance-ready financial records.
• Bookkeeping for Real Estate Professionals Tailored bookkeeping for real estate agents, brokerages, custom home builders, fix-and-flip entrepreneurs, and property managers, including commission, rental income, and construction draw tracking, expense categorization, and tax-ready financials.
• Nonprofit Bookkeeping Services Bookkeeping for nonprofit organizations, including precise fund tracking, functional expense allocation, expense oversight, and compliance-ready financial reporting for Form 990 and regulatory requirements.

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• QuickBooks (Intuit)coreTechnology or IntegrationQuickBooks ProAdvisor partner. Company displays Intuit ProAdvisor badges indicating certified expertise in QuickBooks Online and Desktop products. Clients are served using QuickBooks as the primary accounting platform.
• Profit First ProfessionalscoreStrategic or Co-development PartnerCertified Profit First professionals trained and certified in Mike Michalowicz's Profit First methodology. One of few firms nationwide with this certification. Becky Ezzell is a Certified Profit First Professional.
• Dryg Butler CPAsminorChannel Partner/ Reseller/ DistributorCPA firm that has worked with Keep Smart Books since 2016 serving mutual clients. Refers bookkeeping work to KSB and receives clean, reconciled books for efficient tax preparation.
• Huxley CPA ConsultingminorChannel Partner/ Reseller/ DistributorCPA consultant who only recommends Keep Smart Books among Northern Colorado bookkeepers, stating 'Becky knows her stuff!'

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bench: Online bookkeeping and accounting service for SMBs providing dedicated bookkeepers and financial reporting through a software platform - the most direct comparison to Keep Smart Books' SMB-focused, full-charge bookkeeping model.
• Bookkeeper.com: Subscription-based online bookkeeping service for small businesses offering transaction categorization, reconciliation, and monthly financial statements - a directly comparable outsourced bookkeeping offering.
• inDinero: Outsourced finance and accounting services including bookkeeping, financial reporting, and CFO advisory for growth-stage companies - a comparable outsourced-stack competitor.
• 1-800Accountant: Virtual accounting and bookkeeping services for SMBs combining dedicated accountants with technology-enabled delivery, overlapping with KSB's consultative sales approach and SMB-focused service tiers.
• Pilot: Outsourced bookkeeping, tax, and CFO services aimed at SMBs and startups; competes head-to-head with KSB's outsourced bookkeeping-to-CFO service stack and similarly emphasizes dedicated accountants and clean financials.
• Supporting Strategies: Franchise-style outsourced bookkeeping, controller, and CFO services for SMBs; comparable to KSB in its reliance on dedicated bookkeepers and tiered service offerings from bookkeeping through CFO-level work.
• Ignite Spot: Outsourced bookkeeping and accounting firm serving small and mid-sized businesses with dedicated bookkeepers, monthly close, and financial reporting - a direct small-firm competitor in the outsourced bookkeeping space.
• AccountingDepartment.com: Provides outsourced bookkeeping, accounting, and controller-level services to SMBs across multiple industries, mirroring KSB's verticalized service delivery and dedicated-account-manager model.

Emerging players

• Profit First Professionals: Network of certified Profit First professionals implementing the Profit First methodology for businesses - directly relevant because KSB is a certified member and competes for the same Profit First consulting engagements nationally.
• Botkeeper: Automation-led bookkeeping service combining dedicated accountants with machine learning for SMB accounting - adjacent to KSB's outsourced model but with a differentiated, tech-forward delivery approach that competes for similar clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/keepsmartbooks
• LinkedInlinkedin.com/company/smart-book-business-solutions
• Instagraminstagram.com/keepsmartbooksllc

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Keep Smart Books