Welcome to Keep What You Earn Co., where the numbers feed strategic growth and real results

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.

Why Clients Choose Us

  • Conversations are transparent and honest. We root for our clients to succeed, which sometimes means challenging their assumptions and pushing them to step outside of their comfort zone.

  • 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 in other businesses.

  • 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.

  • We do not outsource or offshore our talent. We believe we have a role in cultivating the next generation of accounting and tax experts here in the U.S. and we are not sacrificing quality and control in the name of low cost labor.

Meet the Team

Key Highlights:

  • Over 75 years of combined experience across finance, accounting, analytics, and entrepreneurship

  • Team members have held leadership roles at Big 4 firms, public companies, SaaS startups, and private equity–backed ventures

  • 2 Certified Public Accountants (CPAs) with licensure in multiple states.

  • Advanced degrees including MBAs and Master’s in Accounting

  • Hands-on with NetSuite, Sage, Xero, QuickBooks, Workday, Blackline, Adaptive Insights, and Power BI.

  • Experienced in data analytics, financial dashboarding, and process automation to enhance client visibility and decision-making.

  • Erica

    Fractional CFO

    Erica is a seasoned finance executive with 15+ years of experience using data to drive strategy. She specializes in scaling operations, optimizing cash flow, and building systems for long-term growth. Erica brings a hands-on, solutions-oriented approach to every client.

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  • Patrick

    FRACTIONAL CONTROLLER

    Patrick is an accomplished CPA and MBA with extensive experience in technical accounting and consulting for SaaS, eCommerce, and multinational retail clients. He is on a mission to help clients grow with peace of mind knowing the numbers are in good hands.

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  • Stefanie

    FRACTIONAL CONTROLLER

    Stef is an accomplished financial professional with 20 years of experience in controllership and compliance. She helps our clients maintain quality financials and meet all the requirements for smooth growth.

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  • Keani

    Accounting Specialist

    Keani has spent over 25 years in the accounting industry, demonstrating versatility and expertise across complex business landscapes. At KWYE she leverages strong analytical, project management, and leadership skills to embrace 'gray areas,' execute results, and provide financial clarity with confidence.

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  • Stephanie

    OPERATIONS

    Stephanie has spent over 15 years supporting C-suite leaders and founders in the financial and tech space.  She specializes in building systems that strengthen decision-making and help business owners truly keep what they earn. At KWYE, she supports both the team and clients in staying organized, accountable, and positioned to reach their goals with confidence.

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  • Jason

    OPERATIONS

    With over 20 years in business and a successful exit under his belt, Jason brings his sales and management background to KWYE to enhance our level of customer service and operations.

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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.

To book Shannon for podcasting or speaking, click here

Want to join the team?

We are always looking for talented pros to join us!

Explore Careers

A Big Part of our Why

Junior Achievement logo with geometric shapes.

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!

"Girls Positivity Club" logo featuring teal script text and an elephant illustration with a heart-shaped trunk.

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.

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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? 

Hire Us for CFO