Welcome to Keep What You Earn Co., where strategy meets numbers and your financial future gets a roadmap.
We are strategists first and accountants second.
While typical CPAs focus on compliance, we help you unlock growth.
Our strategy-first approach ensures we’re guiding you towards bigger wins — not just avoiding pitfalls.
KWYE was born out of a desire to provide more than just financial reports. By stepping in as strategic advisors, we empower businesses to grow and scale for a successful exit or cash flowing their lifestyle.
Our mission is to be more than just number crunchers; we’re committed partners invested in your financial success.
The KWYE Difference: Values That Drive Your Success
Promises Made, Promises Kept
We know trust is earned. That’s why we prioritize reliability. When we commit to something, we deliver. Our rapid response times ensure you’re never left in the dark. Even when solutions take time, you’ll always feel seen, heard, and informed every step of the way.
Prioritizing Impact Over Effort
Your time is valuable, so we focus on what will make the biggest difference. Whether it's closing out a full capital round, improving cash flow, or navigating complex financial decisions, we prioritize actions that create significant results.
Relentless Curiosity
We never stop asking questions because deeper insights lead to better outcomes. By asking "why?" we uncover the non-obvious wins that can transform your financial picture. For example, we uncovered $160K in missed deductions by asking the right questions... and this is not an uncommon result!
Why Clients Choose Us
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We create an enjoyable, jargon-free environment. Conversations are transparent and honest. We root for our clients to succeed and sometimes we tell them the things they need to hear.
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We continuously improve our processes to deliver smarter solutions and better results, ensuring your business stays ahead of the curve.
Working with KWYE Co., you benefit from our insights into other businesses just like you, borrowing from what we see working or not.
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We safeguard your financial information like it's our own. Our systems, including a fractional CISO, prioritize cybersecurity and confidentiality, giving you peace of mind while sharing your financial details.
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Our tailored strategies are designed to achieve results specific to your business. Whether it’s raising capital, securing funding, or improving cash flow, we go beyond the basics to deliver transformative results.
Meet the Team
Our service and mission would not be possible without this amazing team of professionals and experts.
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Marie
Fractional Controller
Marie has over 12 years of experience in accounting and tax services for small business owners as well as a Masters of Accountancy. She is in the process of obtaining an Enrolled Agent designation. Marie loves working alongside clients as a team member and collaborator.
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Jason
Director of Business Strategy
With over 20 years in business and a successful exit under his belt, Jason brings his sales and operations management background to clients as an advisor and collaborator with our CFO team.
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Courtney
Director of Operations
Courtney keeps our business running like a machine, infusing kaizen, process improvement, and technology into creating a better customer and employee experience.
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Abby
Director of Marketing
Abby is the nucleus of our podcast and marketing strategy, making sure we share value-added information with you regularly and always make it clear what we do.
Meet Shannon
I became a CPA because I lost a bet with my dad - seriously!
He taught me about money since I was a kid, and I learned about business by managing a McDonald's by age 16. I learned these concepts when I was young and teach them so that you can understand them too.
I worked in Big Four accounting and corporate finance departments for 15+ years, serving Fortune 50 bottom lines, so I decided to take what I learned and use it to serve the backbone of our economy - small businesses!
My goal is to translate what your numbers are trying to tell you and bust the myth that all accountants are boring and lack personality.
Want to join the team?
We are always looking for talented pros to join us!
A Big Part of our Why
We believe to our core that financial education is not a privilege but something everyone is entitled to. That is why we partner with JUNIOR ACHIEVEMENT to help further this mission.
We donate a portion of CFO client fees every single month to this organization and we volunteer regularly.
Junior Achievement provides financial and business education programs to students from elementary through high school, using practical examples and real life scenarios.
Please explore their site for ways to donate and volunteer for your local chapter!
We are honored to sponsor Girls Positivity Club, a nonprofit dedicated to empowering young girls by providing the tools they need to build confidence, develop leadership skills, and find a supportive community.
Through our sponsorship of one girl per client, girls will have access to an 8-week program where they’ll participate in hands-on activities designed to boost self-esteem, teach problem-solving, and encourage teamwork.
Each girl will benefit from mentorship and guidance, helping her gain the confidence to express herself, take on new challenges, and lead by example in her school and community. By sponsoring these programs, we are directly investing in the future leaders of tomorrow—helping young girls believe in their potential, build resilience, and embrace their role as positive changemakers.
Our Philosophy
We believe financial success isn’t just about numbers — it’s about CLARITY and EMPOWERMENT.
Financial strain clouds decisions, but clarity creates confidence. By guiding you to better understand your finances, we empower you to make decisions that align with your values, goals, and vision for success.
Ready to unlock your business’s full potential?