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Financial Solutions
Your Keystone For Numbers
Your Keystone For Numbers
Based in the Sacramento area of Northern California, our team provides remote services to clients nationwide.
Keystone Numbers specializes in tailored financial solutions for solo entrepreneurs and growing small teams.
OUR SERVICES
OUR SERVICES
Need support for a one-time project or on an ongoing basis? We're here to help! For more information or to get started, please contact us.
01. Bookkeeping
01. Bookkeeping
For business owners who want clean, organized, and reliable financials.
Every business is in a different place with their books. Keystone Numbers offers support to match:
Ongoing: Each month or quarter, Keystone Numbers categorizes transactions, reconciles accounts, and delivers financial statements so you have a clear picture of your financial position.
Cleanup: A one-time engagement to examine existing records, categorize transactions, reconcile accounts, and produce financial statements for the period covered. Ideal if your books are behind, disorganized, or in need of a full reset.
Sanity Check: A one-time, monthly, or quarterly assessment of books you manage yourself. Whether you're working in QuickBooks, Xero, or a spreadsheet, we identify potential errors or misclassifications and share observations worth discussing with your tax professional.
The result is clean, organized books you can rely on, whether you need someone to run them, rebuild them, or simply confirm they're in good shape.
Custom pricing based on scope and complexity, contact us for a quote.
02. Budgeting & Forecasting
02. Budgeting & Forecasting
For business owners who are ready to take a more strategic approach to their finances.
In this engagement, Keystone Numbers develops an annual or quarterly budget built around your actual revenue, expenses, and business goals, paired with forward-looking financial projections to help you plan for seasonal shifts, growth initiatives, and major expenditures.
The result is a financial roadmap that brings clarity and intention to business decisions.
Available as a one-time or recurring annual engagement.
Custom pricing based on scope and complexity, contact us for a quote.
03. Custom Engagements
03. Custom Engagements
For business owners whose needs fall outside the scope of a standard service.
Keystone Numbers offers one-time projects and recurring seasonal support across a wide range of financial tasks, tailored to the specific needs of your business.
The result is flexible, professional support exactly where and when you need it.
Custom pricing based on scope and complexity, contact us for a quote.
ABOUT US
ABOUT US
Our Discovery
Our Discovery
In her accounting work, Kristina saw a gap: most financial services serve large companies, while small businesses need accessible, everyday support.
How We're Different
How We're Different
Keystone Numbers bridges that gap with flexible, tailored solutions from experienced professionals committed to the highest standards of integrity and compliance.
Our Mission
Our Mission
We are committed to providing professional and dependable support to help you achieve your business goals.
Our Team
Our Team
Kristina, Founder & Principal Accountant
Kristina launched Keystone Numbers in 2025. She brings extensive expertise in accounting, finance, tax, and operations, developed through roles at Big Four and boutique CPA firms, manufacturing, and tech startups. She holds a bachelor's degree in accounting, a master's degree in tax, and a CPA license.
Kristina grew up in San Jose, where she was active in her Vietnamese youth group. Today, she lives in the Sacramento suburbs with her husband and their dog.
Outside of work, she enjoys long walks, true crime documentaries, and reading novels.
CONTACT US
CONTACT US
For more information or to get started, please submit your contact information, or email us at info@keystonenumbers.com.
GETTING STARTED
GETTING STARTED
Here’s what you can expect when you work with us:
Submit your contact information to schedule a free 30-minute discovery call.
We'll follow up with a tailored proposal outlining recommended services and next steps.
Once approved, we'll send an engagement letter and collect a deposit to kick off onboarding.
We complete the work, deliver the results, and provide ongoing support as needed.
CLIENT FEEDBACK
CLIENT FEEDBACK
Custom Engagement: Tax Season Support
Custom Engagement: Tax Season Support
"Thank you so much for the awesome detail and follow up. Really appreciate the ownership and making the customer experience smoother on our end!!!"
-Tax Client, Maryland
Custom Engagement: Business Compliance Project
Custom Engagement: Business Compliance Project
“I love how you simplified it. I’d love to work with you again.”
-Owner, Hawaii Restaurant
Custom Engagement: Tax Season Support
Custom Engagement: Tax Season Support
"The team really enjoys working with you!"
-Partner, Kansas CPA Firm
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