An Accounting Team that actually knows about Keap Max Classic (Infusionsoft)

Save your time and sync sales to your accounting system.

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Accounting with Keap Max Classic

Optimize the Impact of Your Growth from Keap!

Most entrepreneurs focus all their attention on growth without a financial system in place.  How do you know if you are winning or losing? Keap Max Classic (Infusionsoft) users know what it’s like to have a powerful, automated system in place for sales and marketing. Imagine having the same capability with your financials and truly having visibility on the big picture of your business.

Anyone can use Keap Max & sync their Accounting, right?

How confident are you really...

One of the first questions we are asked is “Do you have experience with Infusionsoft and Accounting?”  When we ask if the owner understands the difference between Keap financial reports, they confidently reply “of course.”

When digging deeper, most don’t actually know:

  • who owes them money?
  • why reports don’t match between Keap and their accounting?
  • why “zap’ing” data into their accounting is a disaster in progress?
  • their accounting and Keap can actually work together?

It’s OK to admit if you don’t really understand where to check. Yet, you can’t afford to not know how to address the root challenges.

Industry Proven Systems

Do you leverage Online and Dynamic Systems?

Let’s face it, you’ve invested in Keap to leverage technology in your business!  We understand the value of proven systems.  Yet, we also realize the power of redundant online dynamic tools.  Software and systems continue to evolve and improve with time.

Kahuna has specific expertise in and leverage:

  • Keap Max Classic (Infusionsoft)
  • InvoiceSync
  • QuickBooks Online
  • Xero
  • Gusto
  • Dext (Formerly ReceiptBank)
  • Bill.com

We have experience with several other business and marketing systems.  We require any system we work with to have direct online access.  Any tool you use must first be right for you, your business, and meet your needs. Unfortunately, some of these tools may not always be conducive to supporting virtual accounting practices.

We don't like to brag, but we're helping business owners every day

Saved me 10-15 hrs in the past 2 weeks…

“Billing and collection process was a complete mess, a nightmare and time consuming….I've saved 10-15 hours of my personal time…I'm not chasing clients to get new credit cards”

Joe BurnichBig West Marketing

A great decision…

“The first thing I decided to outsource was my bookkeeping, and it was a great decision. It was causing me anxiety, and now it’s totally off my plate and being handled by professionals. That peace of mind makes it totally worth it. I recommend Kahuna Accounting; not only do they use Keap Max Classic (fka Infusionsoft), but they truly understand small business.”

Greg JenkinsMonkeypod Marketing

A life saving grace…

“I became completely overwhelmed with handling my own bookkeeping for my company and reached out to Kahuna. Having somebody oversee your account and support you is such a valuable asset to the company. It has helped me grow. It has helped me understand everything to the minute detail about my company.”

Carolyn FettersBalanced Habits

Pricing for Keap / Accounting related services

Each accounting package is a flat monthly cost and is customized based on your specific business needs.  Below are rough estimates for our services, however we will scale with your needs. If you have specific inquiries, just let us know.

Bookkeeping / Accounting Services

$750 - $2,500+

Per month (based on scope)

Full Service Bookkeeping

Weekly clearing of transactions and monthly reporting

Bank, Credit Card and Merchant Account Reconciliations

Providing you the peace of mind and verifying transactions

Accounts Payable

Systems to simplify your life and bill payment workflows

Accounts Receivables

More than just the confusing reports in Keap Max Classic

Payroll

Systems that can make this simpler for you and your staff

Integrate Keap Max Classic

Sync Invoices and Payments to QuickBooks Online or Xero

Budgeting

Optional upgrade planning for success

Cash Forecasting

Optional upgrade with QBO accounts only.

Custom Integration Planning

$250

Per hour (based on scope)

Keap Max Classic (Infusionsoft)

Officially a Keap Certified Partner

Review E-Commerce Settings

Especially the settings Keap chat support won’t have experience working with.

Review Merchant Account Options

Not all merchant accounts are created equal and vary based on your volume

Review Sync Settings

Not Zaps! They don’t work for this functionality. Please don't ask.

Scope Analysis and Feedback

We can unintentionally complicate things. A sounding board with actual use can be invaluable for feedback and clarity.

Ready to Simplify Your Accounting with Keap Max Classic?

We want to work with businesses that are committed to growth and making an impact.

If you think you’d be a good fit, we can schedule an appointment to chat.

Click to Schedule a call now.