Upgrade your accounting and increase your financial fluency!
From Uncertainty to Financial Fluency in 3 Steps
Instant Clarity
Documented Confidence
Strategic Growth Insights
What You Get in the First 90 Days
The Community Ecology Institute is a very happy customer of Jen Blondo and Key Process Partners. We came to connect with Jen as an actively engaged and supportive volunteer to our small but rapidly growing non-profit organization. In 2024 we transitioned from a traditional bookkeeper to KPP’s financial management services, and the difference is tremendous. Jen has an incredible attention to detail, deep knowledge of financial management systems, keen insights and questions to help make the most sense of financial data and use it to make strategic organizational decisions, and is highly efficient and responsive – all while taking the time really understand what makes our organization unique and how our multi-faceted financial situation (grants, donations, revenue) impacts our mission achievement. We highly recommend Jen and Key Process Partners!
Ongoing Service Options
Recording & Reporting
Day-to-day outsourced accounting with bank reconciliations, journal entries, and monthly statements.
Record transactions and journal entries in your financial system
Monthly bank account and credit card reconciliations
Exporting and saving monthly financial statements
Basic accounting oversight and best practice suggestions
Analyzing & Interpreting
Monthly KPI dashboards for small business owners who need actionable insight to make better decisions.
Monthly financial review meeting and reporting package
Monthly balance sheet reconciliations
Fixed asset and depreciation tracking
Projecting & Planning
Rolling forecasts handled by our team so you can model “what-ifs” in minutes and make confident plans.
Annual budget preparation
Monthly financial forecasts
Cash flow, revenue, and labor projections
Managing & Growing
Segment profitability analysis and cash flow projections that rival large-scale corporate accounting departments
Key Performance Indicators (KPIs) and metrics tracking
Monthly business review meetings
Tracking profitability and performance by business segment
Add-On Services
Add what you need, when you need it:
✓ Payroll processing
✓ Processing vendor bills for payment
✓ Filing 1099s
✓ Filing Personal Property Tax Returns
✓ Entering vendor bills
✓ Invoicing clients
✓ Filing Sales & Use Tax Returns
✓ Audit/financial review support
Non-profit specific
✓ Board Meeting & Finance Committee attendance
We don’t offer:
✖ Tax advisory or tax planning
✖ Income tax filings
✖ Regulatory compliance
What You Expect
Accuracy & Reliability
Accurate, reliable financial information
Timely delivery of monthly statements
Cost-saving suggestions to improve your profitability
What We Deliver
Everything You Expect, PLUS:
Why Our Clients Hire Us
Need More Than a Bookkeeper?
When your business outpaces basic bookkeeping, we provide experienced financial leadership. As part of our outsourced accounting services, we act as your on-demand finance team.
Interim Controller Services
Outsourced CFO Services
Think of us as your finance department in a box—CPA-level oversight, KPI clarity, and full financial control for as long as you need us.
Frequently Asked Questions
Is this service only for Maryland companies?
No. Our virtual team supports clients nationwide.
What if I’m not sure exactly what role I need to hire for?
No problem. We’ll help you assess your current team, workload, and goals to identify the right role for your business. We can also create clear job descriptions and outline the skills you need, so you make the right hire when the time comes.
What makes you different from a regular bookkeeper?
We go far beyond basic bookkeeping. You get CPA-level oversight, monthly strategy meetings, profitability analysis, and cash flow forecasting — everything needed to help your business grow, not just balance the books.
Do you handle cleaning up past accounting mistakes?
Our focus is on keeping your books clean and accurate moving forward. If you need prior period cleanup, let us know and we can scope it as a separate project before ongoing service begins.
What happens if I need payroll, 1099s, or extra support during busy seasons?
We offer a full menu of add-on services you can turn on or off as needed, including payroll processing, vendor payments, invoicing, and more.
What if I’ve outgrown my bookkeeper but I’m not ready to hire in-house?
That’s exactly where we specialize. We fill the gap with high-level support, robust processes, and strategic guidance so you never drop the ball as you grow.