The Pinnacle of Service

An Entire Finance Department for Less Than One Hire

Work Directly with Our CEO

I started B & K Financial in 2018 on a conviction that hasn't changed since: you deserve a financial partner who knows your numbers properly and picks up the phone himself. I earned my finance degree from Creighton and spent over a decade in corporate accounting before building this firm from a California practice into one of the fastest growing in the state, now serving clients both nationwide and internationally to ensure their businesses are operating smoothly and efficiently.

At this level, I lead the engagements personally. Not as a name on the proposal, but as the person looking over your accounts, creating the reports, and leading your meetings to make sure your business is operating at the highest level while simultaneously saving you both time and money in the process.

$7,500/Month Flat-Fee

No Hourly Billing. No Surprise Invoices. Cancel Anytime.

Minimum $2M in Business Revenue Required

What the Package Includes

Types of Consultations Included

Automatic Priority Status

Jump the Wait and Get Priority Scheduling on All Consultations

Why Choose Us?

We Do What Others Don’t

By far the most common complaint we hear from our clients is how hard it was for them to get a hold of their previous CPA or accountant. That’s why we’ve built this firm to make it as easy as possible for our clients to communicate with us to schedule a consultation, go over their tax return, or troubleshoot any technical difficulties they might have. No more long wait times and constant missed calls, just consistent communication. That’s the key to happy clients.
With us, what you see is what you get. There are no hidden setup fees, no annual fees, and no cancellation fees, just clear, honest pricing that keeps your finances simple, predictable, and stress-free.
Our team consists of highly skilled CPAs and Enrolled Agents with over a decade of accounting and tax experience. We bring expert knowledge, precision, and strategic insights to help you maximize deductions, stay compliant, and plan for financial success. Whether you’re an individual, freelancer, or business owner, we provide the expertise you need to thrive.
Say goodbye to unpredictable costs with our firm’s flat-rate billing system. Every single one of our services, whether it’s tax filing, accounting, or custom projects follow a flat-rate fee system. What that means for you is easy budgeting every month, knowing exactly how much your invoice will be.
Your peace of mind is our top priority. We stand by our work with a satisfaction guarantee, ensuring you receive top-tier service. Plus, our audit protection guarantee gives you confidence knowing we’ll support you if the IRS ever comes knocking.