our services

Simplify Your Finances: Expert Small Business Bookkeeping Services

At Derks Financial, Tax & Accounting, we help small business owners take control of their finances with bookkeeping services that are straightforward, stress-free, and tailored to the unique needs of each business we work with.

Bookkeeping Support for Real Small Business Owners

Running a small business is rewarding, but it comes with challenges, especially when it comes to managing the books. Bookkeeping can easily get pushed to the backburner when you're focused on delivering for your customers, managing staff, and trying to grow. But those numbers matter.


At Derks Financial, Tax & Accounting, we help small business owners take control of their finances without all the headaches. Our bookkeeping services are designed to be straightforward, stress-free, and personalized to the unique needs of each business we work with.


Based in Lee’s Summit, Missouri, and serving the Kansas City area, we’ve worked closely with local entrepreneurs who want peace of mind knowing their books are accurate and up to date. Whether you're a solo operator or managing a team, we understand how important it is to have clean financial records and real-time insight into your expenses and revenue.


Our process focuses on fast turnaround, individual support, and complete accuracy—so you can make decisions based on real numbers, not guesswork.

Why Bookkeeping Matters?

Three businessmen in suits reviewing charts on a tablet, seated at a table.

Why Reliable Bookkeeping Matters for Business Owners:

Solid bookkeeping might not feel urgent when you're juggling sales, schedules, and customer service. But the longer it’s ignored or pieced together, the more problems it can cause: missed deductions, late tax filings, inaccurate reports, and more stress during tax season. With ongoing, organized bookkeeping, those problems are off your plate.



At Derks Financial, we help small business owners get current on their bookkeeping and stay that way. That means tracking incoming and outgoing money accurately, providing reports that are easy to understand, and giving you visibility into how your business is really doing every month. When you know where your money is going, it’s easier to stay focused on the big picture.

What’s Included in Our Bookkeeping Services

Man and woman in business attire review documents at a table, discussing.

c

Our Bookkeeping Service Includes:

  • Organized Tracking of All Your Business Expenses

    We consistently record and categorize every business expense to ensure your financial records stay accurate, complete, and tax-ready all year long.

  • Invoice Creation and Management

    We create, send, and track customer invoices so payments stay organized and cash flow remains steady without you having to chase down late payments.

  • Bank and Credit Card Reconciliation

    Each month, we match your bank and credit card statements to your transactions to identify discrepancies and keep your accounts fully aligned.

  • Monthly Financial Statements

    We provide clear, easy-to-read monthly reports—like profit and loss statements—that show exactly how your business is performing financially.

  • Clean Reporting for Taxes and Lender Meetings

    Your books stay structured and audit-ready, making tax preparation smoother and giving you the documentation lenders often require.

  • Quick Turnaround on Bookkeeping Updates

    We work efficiently to ensure your financial information is always current, so you’re never left waiting for updates or decisions.

  • Ongoing Support and Real Answers When You Need Them

    Whether you have questions or unexpected issues arise, we’re always available to provide guidance and support tailored to your business.

Let us handle the numbers — contact us today to learn more about our bookkeeping and payroll options.

Three businessmen in suits reviewing charts on a tablet, seated at a table.

At Derks Financial, we provide accurate business tax preparation, proactive tax planning, and reliable corporate tax return services. Our goal is simple: help Missouri businesses stay compliant and reduce tax liabilities.

Serving Lee's Summit and the Kansas City metro area, we combine compliance with proactive savings strategies to keep your business ahead.

Who we work best with:

Every business is different, but most small business owners share a few common challenges when it comes to their bookkeeping. Time is tight. Paperwork stacks up. And dealing with numbers might not be your strong suit, nor should it have to be. We’ve been able to help a wide range of clients, from family-owned shops to startups and contractors, by stepping in and taking bookkeeping off their list of things to worry about.


The businesses we support often have lean teams or depend on the owner to handle most responsibilities. That’s where having a partner like Derks Financial, Tax & Accounting really helps. Whether it’s running payroll, managing bills and invoices, or preparing for tax season, we make sure everything is backed by clean, current documentation. Businesses that benefit most from our services include:


  • Local retail or service-based businesses
  • Trades and independent contractors
  • Freelancers and solo entrepreneurs
  • Family-run operations looking for steady financial support year-round


If you’ve been relying on spreadsheets or trying to make sense of different software programs on your own, you’re not alone. We often meet business owners who are unsure where to start or worried they’ve already made mistakes. The good news is, we meet you where you are, and get everything back on track with minimal disruption to your day-to-day.


Building a Long-Term Relationship You Can Rely On

Bookkeeping shouldn’t be a burden or another item that keeps you up at night. At Derks Financial, we treat our clients like people, not just accounts or files. That means regular check-ins, straightforward answers when you have questions, and real partnership through every quarter and year-end.


We know how important trust is when handing over something as personal as your business finances. Our team is small and experienced, which allows us to be responsive and attentive. You’ll never have to wade through support tickets or outsourced help. When you need to talk, you get someone familiar with your business history and financial setup who’s ready to work with you.


We’ve helped small business owners clean up years of missed transactions, fix reporting issues, and avoid tax season panic. One client, a husband-and-wife landscaping team, came to us after a series of missed invoices and quarterly taxes left them feeling overwhelmed. We helped them get fully caught up, set up a billing schedule, and trained them on a simple system they could manage alongside our monthly support. Now they have more confidence setting goals and tracking profit, not just guessing.

Comprehensive Financial Services for Business Owners

Connect with Derks Financial for tailored support

If you're ready to stop feeling buried by paperwork and want more confidence in your numbers, we’re here to help. Learn more about our personalized approach to small business bookkeeping services and how we can support your financial goals, without adding stress to your day. Let's talk about what’s working, what’s not, and how we can make things easier moving forward.

Contact Us