With over seven years of experience streamlining financial operations and guiding businesses across industries, we deliver clarity and confidence through every partnership. 

What We Offer

We help small and mid‑sized businesses strengthen their financial foundation by offering outsourced bookkeeping, accounting, business consulting, and fractional CFO services. Our role goes beyond balancing the books—we provide the insight, systems, and guidance leaders need to navigate complexity, unlock opportunities, and build lasting growth.

Industries We Serve

Our team has partnered with organizations across a wide range of industries, including:

  • Non-profits – ensuring compliance while maximizing impact

  • Construction – managing complex project costs and cash flow

  • Information Technology – supporting scalability and financial planning

  • Real Estate – providing clarity on investments and property management

  • Janitorial & Service Companies – streamlining operations and profitability

Why Choose Us?

  • Save time and reduce stress by outsourcing financial management

  • Ensure compliance and avoid costly mistakes

  • Improve cash flow and financial clarity

  • Gain strategic insights to grow profitability

  • Access CFO-level expertise without full-time cost

 

Our Approach

At KeyPoint Metrics, we believe every business deserves clear, reliable financial guidance and streamlined operations. That’s why we take a collaborative, client‑first approach:

Listen First – We take the time to understand your goals, challenges, and day‑to‑day financial realities.

Tailored Support – No one‑size‑fits‑all; every system, process, and report is designed to fit your business.

Strategic Clarity – We don’t just track numbers — we highlight priorities, uncover opportunities, and provide insights that guide smarter decisions.

Ongoing Partnership – Our goal is to grow with you, delivering consistent support and adapting as your business evolves.

This approach ensures our clients receive more than outsourced financial services — they gain the clarity, confidence, and strategic foundation needed to run their businesses smoothly and scale with purpose.

 

"Always quick to respond and ready to step in, the team kept our books accurate and our finances organized. Their support gave us peace of mind and exceeded our expectations.”

 

Jaime E