Keepwise

Stewardship-minded finance for small business

Keepwise is the home of two offerings that share one calling: help small businesses steward their finances with clarity, diligence, and wisdom. Choose the path that fits how you work.

Two ways to work with Keepwise

Pick the partner—or the software—that fits

Same brand. Different roles. Start with the team that runs your finance function, or the software that helps you keep your own books.

Services

Keepwise Partners

A Partner Worth Keeping

Your Partner for Small Business Finance & Accounting

Dedicated to improving business performance by providing a full range of accounting, advisory, and tax services—so you can operate and grow with confidence.

  • Bookkeeping
  • Payroll
  • Payables & Receivables
  • Fractional Controller
  • Fractional CFO
  • Tax Prep & Advisory
  • Special Projects

Software

KeepwiseBooks

Bookkeeping software with principles

Honest reporting for the books you steward

KeepwiseBooks gives small business owners, churches, and households honest reporting and the financial clarity to steward what God has entrusted to them—without the bloat, noise, or ideology of legacy software.

  • Easy-to-read dashboard
  • Key financial statements
  • Year-end tax reports
  • Cash & accrual basis accounting
  • Bank connections via Plaid
  • Built on SOC 2 infrastructure
  • US-hosted · data never sold

Quick guide

Which is right for me?

Both can work together—many clients use Keepwise Partners for managed bookkeeping on top of KeepwiseBooks. Start where the need is clearest.

If you need… Choose Partners Choose Books

Someone to run bookkeeping, payroll, or tax for you

Partners Outsourced finance & accounting with a dedicated team

Books You keep the books yourself in software

Fractional Controller or CFO guidance

Partners Strategic reporting, budgeting, and advisory

Books Dashboards & statements for your own decisions

Software for your business, church, or household

Partners We work in the tools you already use—or manage them for you

Books Purpose-built bookkeeping with principles

Both accuracy and hands-on help

Partners Managed services with priority support

Books Pair the software with Partners for deeper discounts

Derrick Taylor

Meet the founder

A partner you can know by name

Derrick Taylor is the founder and CEO of Keepwise—home to Keepwise Partners and KeepwiseBooks.

He built Keepwise to help small business owners steward their finances with clarity, diligence, and wisdom.

Derrick is a husband, father, and pastor of Christ the King Reformed Church in Groton, Massachusetts.

What guides us

Creating a lasting impact on small businesses and communities

We firmly believe that thriving small businesses not only strengthen the economy but also contribute to safer and more vibrant local communities.

Protestant Work Ethic

We value hard work, diligence, and unwavering commitment to our partners’ goals. Our team goes the extra mile, delivering high-quality results.

Rooted in Wisdom

Guided by biblical, timeless wisdom and years of experience, we provide insightful counsel, guiding our partners toward sustainable growth and success.

Mission Driven

With a deep understanding of your purpose, values, and objectives, we provide tailored guidance and execution to help you achieve your mission.

Ready to get started?

Book a free consultation, or jump straight to the offering you need.