Books, payroll, and taxes — run by a licensed CPA and automated by software, for one flat monthly fee. Built for founders who’d rather build the business than the spreadsheet.
Every plan is built for a stage, not a company size. Pick the one that sounds like your week.
Pre-revenue to ~$100K. You’re wearing every hat, and taxes feel like a trap waiting to spring.
Foundation plan → Stage 2 · Most popular~$100K–$1M. Invoices, payroll, receipts — your Saturdays belong to the books.
Autopilot plan → Stage 3$1M+ or funded. You need real numbers: forecasts, burn, board-ready reports.
CFO plan →The most expensive accounting mistakes happen in year one — the wrong entity, mixed personal and business spending, quarterly taxes discovered in April. We set you up right the first time, then keep it effortless: your books stay current on their own and your quarterly tax estimates just show up.
First hires, real invoice volume, cash-flow anxiety — this is where admin quietly eats the founder. It’s also where automation pays for itself fastest. We run the books, payroll, and taxes, and install workflows that chase invoices, collect receipts, and flag problems before they cost you money.
Clean books you can actually trust, closed on a schedule you can plan around.
Your team paid correctly and on time — with every filing handled.
Past $1M — or the moment investors are involved — clean books stop being enough. You need to see around corners: what cash looks like in 90 days, which products actually make money, what the board will ask before they ask it. It all runs on the automated foundation of Autopilot, so CFO-level insight doesn’t come with CFO-level cost.
Know exactly where the business stands — without asking anyone to “pull the numbers.”
We’ve spent years speeding up finance processes inside public companies. We bring the same playbook to yours.
Every plan is scoped and priced before work starts. No hourly rates, no contracts — your data is always yours.
| DIY (QuickBooks + you) | Traditional bookkeeper | KSR (software + CPA) | |
|---|---|---|---|
| Your time | Nights and weekends | Less — but you still chase them | Minutes a week: approve and go |
| Cost as you grow | Your hours — the most expensive kind | More volume = more hours billed | Automation absorbs volume — flat fee holds |
| Payroll & taxes | Separate tools, on you | Usually referred out | One firm: books, payroll, taxes — CPA-signed |
| Problems caught | When you notice | At month-end, maybe | Flagged automatically, same day |
Cut hours of manual bookkeeping and operational work with custom-built workflows — designed by finance pros, tested against real data, and tuned to your books. No black boxes.
Polite reminders for good customers, firmer ones for repeat late payers. Your tone, not a robot’s.
Duplicates and miscategorized charges flagged the day they happen — not discovered at tax time.
Forward it, snap it, or let us auto-pull it. Matched to the transaction and filed without you.
A cash warning based on your real payment patterns — never the night before payday.
Contractor payments pulled from PayPal, Stripe, and your bank into ready-to-file 1099s.
Customer emails arrive with a drafted reply and the order history already pulled in. You just hit send.
“KSR built automated workflows that categorize expenses and flag anything weird before I even open QuickBooks. What took a full Saturday now takes about an hour.”
Marcus J. · Staten IslandBookkeeping that runs itself“We were drowning in receipts until KSR built an AI-assisted bookkeeping setup for the shop. Monthly close happens in days, not weeks.”
Tony C. · BrooklynClose in days, not weeks“They helped me analyze and manage our expenses, cutting our monthly costs by almost 60%. Exactly what we needed.”
Laura T. · BronxMonthly costs cut ~60%One call. We map how your books, payroll, and taxes run today, then show you the five things we’d automate first — and what they’d save in hours and dollars. Yours to keep either way.
We migrate your books, connect your tools, and build your workflows — tested against your real data, reviewed by a licensed CPA. Most clients are live in 2–4 weeks.
Books stay current, payroll goes out, reports land in your inbox. You approve things from your phone. A CPA signs everything that matters.
Your books are run by people who close real books at NASDAQ-listed companies — audits, controls, and all.
Every engagement scoped and priced before work starts. Asking us a question never costs you money.
Documented processes and automation mean your finances never depend on one person’s memory — or ours.
Same team member start to finish, and you’ll never chase us. Responsiveness is part of the service, not a favor.
One free call. We’ll show you exactly what we’d automate, what it saves, and what your flat monthly fee would be. No pressure, no hourly meter.