Accurate. Reliable. Insightful

Reliable, efficient, and personalized bookkeeping services tailored to the needs of business owners.

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Our Services. Clear. Professional. Scalable.

At KMS Financial Services LLC, we offer service tiers designed to meet your business where it is - and help take it where you want to go. Led by a CPA and Certified QuickBooks ProAdvisor, the firm delivers accurate, reliable, and personalized bookkeeping at every level.

Let’s talk! Contact us to schedule your free consultation today. We’ll help you choose the right plan and bring clarity and confidence to your business finances.

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Essential Plan

For Sole Proprietors & Startups. Get your books organized and tax-time ready with simple, professional bookkeeping.

Includes:

  • Monthly reconciliation of up to 2 bank and/or credit card accounts

  • Categorization of up to 100 transactions / month

  • Standard financial reports (I.e. Profit & Loss, Balance Sheet)

  • QuickBooks Online setup & support

  • Ongoing email support

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Growth Plan

For Growing Businesses. Designed for businesses with increasing complexity that need more insight and support.

Includes everything in Essential, plus:

  • Payroll system integration

  • Accounts receivable & payable tracking

  • Sales tax tracking & filing support

  • Up to 4 accounts and 250 transactions / month

  • Monthly financial dashboard

  • Quarterly check-ins

  • Email + scheduled phone support

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Strategic Plan

For Established Businesses & Hands-On Owners. Hands-on support with proactive insights to help you grow, plan, and scale smarter.

Includes everything in Growth, plus:

  • Cash flow forecasting

  • Budgeting & financial support

  • Custom reports tailored to your KPI’s

  • Quarterly strategy sessions (can be upgraded to Monthly for additional fee)

  • Priority support

  • Collaboration with your tax professional

  • Unlimited accounts and up to 500 transactions / month

The service tiers listed anbove are meant to serve as a general guide. We understand that every business is unique - services and pricing can be customized based on your specific needs and circumstances. We’ll work with you to create a personalized plan that fits your business.

In addition to the recurring service plans listed below the firm also offers one-time and custom services including but not limited to QuickBooks cleanup, One-time set-up and training, Custom proposals and projects, etc. Pricing for these services is variable.

More about
our firm….

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We empower business owners with clear, customized bookkeeping solutions backed by CPA expertise. We bring clarity, confidence, and control to your finances - so you can focus on building a business that works for your life.