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KP Financial Solutions

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Helping Businesses and Nonprofits Thrive

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Financial Services

Remote Bookkeeping and CFO Services Tailored to Your Needs

We handle all of your basic bookkeeping needs and issue monthly financials tailored to you

We categorize transactions and reconcile your accounts remotely utilizing QuickBooks Online

Financial Reporting

Manage your bills owed to vendors

Manage accounts with

balances owed to you

Invoice and receive payments

View reports with amounts in

detail for easy follow through

AR & AP Management

Start now with tax planning and preparation for your business

Our trusted tax partners provide incredible value on their tax services through our bookkeeping packages

Maximize your deductions for

the tax return you deserve

Tax Planning & Preparation

Do you have employees or independent contractors that need to be paid on a regular basis?

We provide setup and

management of payroll services

for your specific needs

Payroll Setup & Support

Review current books and assess what work should be done

Clean up any errors and add what

is needed to your books to

make them correct and up to date

Complete your backwork from when your last tax return was filed


File your sales tax collected monthly, quarterly, or yearly

Setup correct sales tax rates

in QBO for invoicing

Collect, track, and remit sales tax

on time and avoid late fee filings

Sales Tax

Keep track of your income and expenses by location, department, event, property, product/service, program, and/or other categories for profitability, reporting,

and tax purposes

Class Tracking

Job Costing

Get an overview of your projects,

all in one place

Easily track labor costs, payroll, and expenses with job costing

See project profitability in a glance with clear dashboards and reports

Have your new Quickbooks Online account set up for you

Move from Quickbooks Desktop to Quickbooks Online

Want help with learning how to navigate Quickbooks Online?

We offer training and support

Quickbooks Setup & Training

Nonprofit Services

In need of more support for your Nonprofit?

In addition to handling all aspects of monthly bookkeeping, we provide Budgeting & Cash Flow Forecasting,

Custom KPIs/Donor Metrics,

Customized Financial Reports for your Board,

and Support with Special Projects

CFO Services

Looking to take your business to the next level?

We provide Cash Flow Analysis,

KPI Tracking,

Budgeting & Financial Forecasting,

Specialized Strategy Sessions,

and Customized Financial Support

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Kate Plake

Owner of KP Financial Solutions

Fractional CFO

Bookkeeping Specialist

Quickbooks ProAdvisor


Kate has a heart for helping businesses and nonprofits grow, flourish, and succeed. She is conscientious, dependable, efficient, and extremely attentive to detail. Kate is dedicated to providing top-notch support, financial clarity, and peace of mind. Her mission is to help her clients reclaim their time to invest back into their business, family, and passions.

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Contact Us

We look forward to getting to know more about you!


(937) 269-1420



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