Full-Service Bookkeeping for Small Businesses in Kansas City

Accurate monthly bookkeeping and financial reporting — without the stress.

Monthly Financial Reports

Quickbooks Help

Local Kansas City Support

Schedule a Consultation

Request an Estimate or Consultation

BOOKKEEPING DOESN’T HAVE TO BE OVERWHELMING

Tired of Falling Behind on Your Books?

Running a business is hard enough without worrying about bookkeeping, payroll deadlines, missing transactions, or messy financial reports.


At Derks Financial, we help small businesses stay organized with reliable monthly bookkeeping services designed to save time, reduce stress, and give you confidence in your numbers.

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Spending nights catching up on bookkeeping

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Unsure if your financials are accurate

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Falling behind on payroll or reconciliations

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Struggling to keep your books organized

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Tired of trying to do it all yourself

What’s Included in Our Bookkeeping Services

Monthly Bookkeeping

Keep your financial records organized and up to date every month.

Bank & Credit Card Reconciliation

Accurate reconciliations to help eliminate errors and keep your books clean.

Payroll Support

Reliable payroll processing and payroll tax support for your team.

Accounts Payable & Receivable

Keep your financial records organized and up to date every month.

Quickbooks Support

Help managing or cleaning up your QuickBooks account.

Financial Reporting

Easy-to-understand monthly reports so you always know where your business stands.

Why Businesses Choose Derks Financial

Bookkeeping Support Designed for Busy Business Owners

Save Valuable Time

Stay Organized Year-Round

Know Your Numbers

Responsive Local Support

Focus on Growing Your Business

Trusted by Business Owners Throughout Kansas City & Beyond

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I’ve been a client of Derks Financial for several years now and I couldn’t be happier. The personal care, transparency, genuineness in helping others grow their wealth, and money growth are only a handful of the reasons why I will continue to rely on and trust them with my money.

Matt Leigh

This is the second year that I've used Derks Financial for my business and personal taxes. Ryan, Morgan & Julie have been very professional, and I highly recommend them to anyone. I'm continually tardy with my returns, and they're more than patient and understanding to accommodate me & my family. I look forward to remaining with them into the future.

Joseph McConnell

Derks Financial truly came to our rescue. After another CPA firm ghosted us in the middle of tax season, their team stepped in, finished our taxes, cleaned up our bookkeeping, set up payroll, and continues to be available whenever we have questions. They take the time to educate us, explain our options, and help us save on taxes. Hands down the best financial, tax, and accounting team in Kansas City.

Nina Skaggs

Thanks to Derks Financial, Tax & Accounting for keeping me updated throughout the tax process, providing me with monthly accounting statements, and delivering excellent customer service. I trust them with all my accounting and tax needs!

Lauren Marks

I have really appreciated the discussion of how I would like to handle my money. The ability to decide if I’m comfortable with taking risks for the opportunity to make more money, or if I’m more comfortable with playing it safe and having a steady trajectory. I have full confidence in Derks Financial, and really appreciate the honest communication and updates provided. Thank you!

Shannon Shibley

Getting Started is Simple

1

Schedule a Free Consultation

Let's Chat! Tell us a little about your business and bookkeeping needs. We’ll learn more about your current process, challenges, and goals.

2

We Review Your Current Bookkeeping

Our team evaluates your existing bookkeeping setup, accounts, and financial records to identify gaps, cleanup opportunities, and next steps.

3

We Create a Customized Monthly Plan

We build a bookkeeping solution tailored to your business — including monthly reporting, reconciliations, payroll support, and ongoing account management.

4

Focus on Running Your Business

With your bookkeeping handled by Derks Financial, you can spend less time stressing over the numbers and more time growing your business with confidence.

About Derks Financial Tax & Accounting

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At Derks Financial, we help small businesses stay organized, informed, and confident in their finances through reliable bookkeeping and accounting support. Our team combines personalized service with modern financial tools to simplify monthly bookkeeping, payroll support, reconciliations, and financial reporting.



More than 1,000 individuals and businesses trust the Derks team to help manage their financial operations with accuracy, consistency, and care. We’re committed to helping business owners save time, reduce stress, and gain better visibility into their finances — all with responsive local support you can count on.

HOURS

  • Monday - Friday:
    8:30 AM - 4:00 PM
  • Saturday - Sunday: Closed
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Phone

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Office

4959 NE Goodview Cir,
Lee's Summit, MO 64064

Not sure where to start with your business finances?

Frequently Asked Questions

Have a question? See answers to commonly asked questions below.

  • How much does bookkeeping cost?

    Bookkeeping costs can vary depending on the size of your business, the number of accounts, monthly transactions, payroll needs, and the level of support you’re looking for. At Derks Financial, we provide customized bookkeeping solutions tailored to your business so you only pay for the services you need. Contact us today for a free consultation and personalized quote.

  • Do you work with Quickbooks?

    Yes! We work with QuickBooks and can help with everything from ongoing bookkeeping and reconciliations to account cleanup and general support. Whether you already use QuickBooks or need help getting started, our team is here to help simplify the process.

  • Can you clean up messy books?

    Absolutely. Many businesses come to us when they’ve fallen behind on bookkeeping or need help correcting inaccurate records. We can review your accounts, clean up past transactions, reconcile accounts, and get your books organized and back on track.

  • Do you offer payroll support?

    Yes, we offer payroll support as part of our bookkeeping services. We can help manage payroll processing, payroll reporting, and related financial tracking to help keep your business organized and running smoothly.

  • How often will I receive financial reports?

    Most clients receive monthly financial reports that provide a clear overview of their business performance, cash flow, and financial activity. We’ll work with you to determine the reporting schedule and level of detail that best fits your business needs.

  • Do you work with small businesses or only larger companies?

    We primarily work with small to mid-sized business owners who want clean books, proactive guidance, and a long-term financial partner as they grow.

Still have a question?

We’re here to help—just give us a call.

Disclosures:

Derks Financial and Derks Tax & Accounting are separate entities. Derks Financial is a RIA. This platform is solely for informational purposes. Advisory services are only offered to client with an Advisory Services Agreement and proper disclosures delivered. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way, certain editing of personal identifiable information and misinformation is permitted to be deleted. The firm is reasonably certain that the information within this content is reliable and not misleading. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Investment in securities involves the risk of loss. Past performance is no guarantee of future returns. The investment results for different periods may vary depending on market conditions and investment composition. Avoid sending identifying information such as social security or account numbers to us or others via email. All e-mail sent to or from this address will be received or otherwise recorded by Derks Financial and is subject to archival, monitoring or review by, and/or disclosure to, someone other than the recipient. For more information about the services offered at Derks Financial, please review our form ADV Part 2. The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

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From bookkeeping to tax planning,
we simplify your numbers so you can focus on SUCCESS.

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Serving Kansas City Local Businesses or Expats Around the World.