Business Details
23 Years
experience
Your Trusted Partner for Bookkeeping & QuickBooks Solutions
Klaus Financial was founded in 2003 by Chris and Jenifer Klaus, who began their careers providing tax services to college students before expanding into a full-service accounting firm. With over 15 years of combined experience in small business accounting, tax preparation, and payroll management, we transitioned our focus to bookkeeping and QuickBooks solutions to better serve our clients' evolving needs. Our expertise stems from years of managing over 200 client accounts, allowing us to develop streamlined processes that eliminate financial stress for business owners. We specialize in full-service monthly bookkeeping, QuickBooks file setup and cleanup, and customized training programs that empower clients to use accounting software effectively. Our commitment to quality is reflected in client testimonials praising our proactive approach, attention to detail, and ability to simplify complex financial tasks.Unlike traditional accounting firms, we focus exclusively on bookkeeping services, ensuring our clients maintain accurate records without competing for their tax business. Our team's deep understanding of QuickBooks software enables us to resolve common pain points like disorganized files and categorization errors. We serve businesses nationwide through remote support, offering flexible solutions tailored to each client's unique requirements. Our transparent pricing model includes flat monthly rates and a $99 diagnostic review service for QuickBooks files. With a track record of helping clients improve financial organization and reduce time spent on administrative tasks, Klaus Financial remains dedicated to delivering reliable, personalized service that enhances business operations.
Services
Full-Service Bookkeeping
QuickBooks File Setup
Bookkeeping Checkup
Project Bookkeeping
QuickBooks Training
File Cleanup Services
Details
- Year established: 2003
Highlights and features
- We have 15 years of experience in small business accounting.
- Our team specializes in bookkeeping without competing for your tax business.
- We offer proactive financial management and personalized support.
- Our services include a flat monthly rate with no hidden fees.
- We provide expert QuickBooks setup, training, and file cleanup.
What people say
Great peace of mind
Significantly improved quality of life
Proactive services
Trustworthy experts
Saved time and money
Services
Full-Service Bookkeeping
Our full-service monthly bookkeeping handles all financial transactions, bank reconciliations, and vendor tracking. We provide complete financial statements and unlimited email support to ensure accurate records. Clients receive one flat rate with no hourly billing surprises.
QuickBooks File Setup
We create customized QuickBooks company files tailored to your business structure. Proper setup ensures accurate financial reporting and simplifies tax preparation. Our experts configure accounts, classes, and tracking systems to match your operational needs.
Bookkeeping Checkup
Quarterly reviews identify categorization errors and ensure financial statements reflect true business performance. We correct inconsistencies and verify proper account routing to prevent tax season surprises for business owners.
QuickBooks Training
Customized training sessions teach business owners to use QuickBooks effectively. We cover data entry, reconciliation, payroll, and advanced features to improve financial management capabilities for you and your staff.
File Cleanup Services
We resolve disorganized QuickBooks files by correcting transaction errors and restructuring accounts. Our cleanup process transforms chaotic records into accurate financial systems that support informed business decisions.
People
Chris Klaus
Co-Founder
With 15+ years of accounting experience, Chris specializes in QuickBooks solutions and payroll management. He transitioned from tax services to focus on bookkeeping, offering clients expert financial systems without competing for tax work.
Jenifer Klaus
Co-Founder
Jenifer, an Enrolled Agent with extensive tax expertise, brings precision to bookkeeping services. She ensures accurate financial records while maintaining focus on client education and proactive financial management solutions.
Questions
What bookkeeping services do you offer?
We provide full-service monthly bookkeeping, quarterly checkups, project-based cleanup, QuickBooks setup, and customized training programs for small businesses nationwide.
How are you different from other accounting firms?
We focus exclusively on bookkeeping without competing for your tax business, combining 15+ years of tax experience with specialized QuickBooks expertise.
What pricing options are available?
Our services include flat monthly rates for ongoing bookkeeping and a $99 diagnostic review for QuickBooks file assessments with no long-term contracts.
How do I get started with your services?
Contact us via phone or our website form to schedule a free consultation. We'll discuss your needs and create a customized bookkeeping solution.
Do you work with remote clients?
Yes, we serve businesses nationwide through secure remote access, eliminating location barriers while maintaining personalized support.
How quickly can you resolve bookkeeping issues?
Most QuickBooks cleanup projects complete within 2-4 weeks depending on file complexity, with monthly clients receiving ongoing proactive financial management.
