Plan for Your Financial Future
Sending invoices, performing data integrity checks, and checking employee expenses. These tasks take valuable hours out of your workweek, hours that could be spent on building your business, focusing your vision, and engaging your customers.
With KDG’s managed accounting services, our certified accountants can help take your daily, weekly, monthly, and even yearly accounting tasks off your plate. Meanwhile, we won’t only be the team that helps you organize your data. With detailed dashboards, actionable reports, and expense management using platforms like Zoho Books, we’ll help you plan for your financial future.
Automated Accounting with Zoho Books
As an Advanced Zoho Partner with certifications in Zoho Books, we can help you migrate your financial data to Zoho Books, one of the most popular pieces of accounting software available. Zoho Books brings flexibility, accuracy, and possibility to your accounting data like no other tool on the market. When you partner with KDG, you’ll not only get the best in-person accounting advisors, but top-tier automated accounting services.
About KDG
Watch Our Managed Accounting Video
What We Offer
Bookkeeping
Our accountants can take over your regular accounts payable/receivable, bill pay, and even payroll. Using custom integrations with software like Zoho Books, we’ll automate processes, create real-time dashboards, and reconcile bank transactions. These bookkeeping services can be provided daily, weekly, monthly, quarterly, or yearly, as needed.
Reporting
We’ll work with your team to provide standard monthly business reports, like Profit & Loss, Balance Sheet, and Cash Flow Statements. We can even build custom reports tailored to meet the needs of your business. You’ll have all of the data you need at your fingertips.
Financial Consulting
Strong reporting means you can make decisions on your business’s financial future with confidence. Our accountants can help you move your business in the right direction with advice on budgeting, cash flow, inventory management, business health, cost analysis, and asset management. We’ll be more than just your bookkeeping team. We’ll be your partner.
We’ll Make Bookkeeping a Breeze
Bookkeeping doesn’t have to be a necessary evil. With the right tools and the right team, it can be a valuable insight.
Managed Accounting Pricing
We’re a business services organization dedicated to providing you with the tools, technology, and support your regular accountants don’t have access to. We’ll keep your books in balance, provide actionable reporting, and assist with expert-level advice on revenue recognition, depreciation, and more.
With three monthly plans* to choose from,
you’ll have everything you need to leverage
your financials to the fullest.
Ad hoc: Starting at $165/hr
Level 1
$1,495
/mo
Level 2
$3,225
/mo
Level 3
$4,400
/mo
Ideal for Organizations with
101-200 monthly transactions and/or 3-5 bank accounts
201-300 monthly transactions and/or 4-6 bank accounts
>300 monthly transactions and/or >6 bank accounts
Dedicated Accounting Team
Multichannel Communication (Video, Email, Phone)
Daily or Weekly Transactions**
Real-Time Bank & Credit Card Reconciliation
Receipt & Document Storage
Monthly Financial Reports
Internal Financial Statement Reviews w/ Notes
Business Operations Reporting
Consultation
(Quarterly)
(Monthly)
Forecasting and Budgeting Assistance
With three monthly plans* to choose from, you’ll have everything you need to leverage your financials to the fullest.
Ad hoc: Starting at $165/hr
Level 1
$1,495
/mo
Level 2
$3,225
/mo
Level 3
$4,400
/mo
For organizations with 101-200 monthly transactions and/or 3-5 bank accounts
For organizations with 201-300 monthly transactions and/or 4-6 bank accounts
For organizations with >300 monthly transactions and/or >6 bank accounts
Dedicated Accounting Team
Multichannel Communication (Video, Email, Phone)
Daily or Weekly Transactions**
Real-Time Bank & Credit Card Reconciliation
Receipt & Document Storage
Monthly Financial Reports
Internal Financial Statement Reviews w/ Notes
Business Operations Reporting
Consultation
(Quarterly)
(Monthly)
Forecasting and Budgeting Assistance
*All monthly accounting packages require a 3-month minimum contract. Pricing subject to change.
**Including, but not limited to, customer invoicing, expense categorization, & accounts payable.
Featured
Case Study
Managing Big Data in Zoho Books
With plans to start utilizing Zoho Invoice, it made sense for HTSS to migrate its accounting data from QuickBooks to Zoho Books for a more seamless experience.
Client Testimonials
Cheryl Howells, Director of Human Resources, HTSS, Inc.
“It is a pleasure working with KDG! Their communication especially is stellar. I have confidence that any project that comes their way, they will excel with.”
Mike Jones, President & CEO, autompom!
“Everything that KDG does translates into success….Our payroll process has also improved significantly with the app that they built for our Zoho CRM.”
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