Kansas City Bookkeeping & Accounting for Business Owners

Smarter tax strategy, clean books, and financial clarity—so you can focus on growing your business.

  • Simplified Finances

    We keep your books organized, accurate, and easy to understand so you always know where your business stands.

  • Reduced Tax Burden

    Proactive planning helps minimize what you owe and avoid surprises, not just at tax time but all year long.

  • Long-Term Wealth Building

    Your business decisions support long-term wealth and stability, not just short-term compliance or quick wins.

  • Proactive, Clear Communication

    Your business gets regular check-ins, clear reporting, and timely guidance—so you’re never left guessing or chasing answers.

Request a Consultation

Request an Estimate or Consultation

Feeling overwhelmed by your business finances?

We help Kansas City business owners get clarity and confidence in three simple steps.

1

Schedule a Consultation

Book a quick call to talk through your business, your goals, and what’s currently causing stress or confusion.

2

Review & Build Your Plan

We review your accounting setup and tax situation, then create a clear plan tailored to your business.

3

Ongoing Support & Reporting

We handle the bookkeeping, accounting, and tax coordination while providing monthly reporting and proactive guidance.

A Complete Accounting Solution for Growing Businesses

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Bookkeeping & Monthly Reporting

Accurate, up-to-date books that give you a clear picture of how your business is performing—every month, not just at tax time.

  • Clean, organized financials you can actually understand
  • Monthly reports that show cash flow, income, and expenses
  • Fewer surprises and better decisions throughout the year
Financial documents and tools: bar graph, dollar sign, calculator, and pencil.

Accounting & Advisory Support

We don’t just track numbers—we help you use them to run your business smarter and plan ahead with confidence.

  • Guidance on pricing, expenses, and profitability
  • Support for business decisions as questions come up
  • A trusted financial partner, not just a year-end accountant

Tax Planning & Coordination

Tax strategy is built into everything we do, so your books stay tax-ready and your business stays proactive.

  • Year-round tax planning, not last-minute scrambling
  • Reduced tax burden through smarter timing and structure
  • Seamless coordination between bookkeeping and tax filing

Payroll & Compliance Support

We help keep payroll smooth and compliant, so your team gets paid correctly and your business stays on track.

  • Accurate payroll processing and reporting
  • Help staying compliant with filings and deadlines
  • Less administrative stress for you and your team

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

About Derks Financial Tax & Accounting

Derks Financial Tax & Accounting combines the expertise of our investment, tax, and accounting professionals with innovative online tools to help clients manage and automate their finances with confidence. Our mission is to increase the net worth of both businesses and individuals through strategic planning and proactive guidance.


More than 1,000 individuals and companies — from local business owners to global expats — trust the Derks team to handle their financial management under one roof. By uniting our three core teams, we provide comprehensive strategies that save money, optimize performance, and build long-term financial growth.

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.

  • 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.

  • Is tax preparation included in your services?

    Yes. Tax planning and coordination are built into our process so your books stay tax-ready and there are no surprises when it’s time to file.

  • How is this different from a traditional accountant?

    Instead of handling things in pieces, we provide an all-in-one solution for business owners. Your bookkeeping, accounting, tax planning, and reporting all work together under one roof, with proactive guidance throughout the year—not just at tax time.

  • What industries do you specialize in?

    We work with a variety of service-based businesses and business owners across Kansas City. If you run a business and need clarity around your numbers, we’re likely a good fit.

  • Do you offer outsourced CFO services?

    Yes — our outsourced CFO services provide high-level financial strategy and advisory without the cost of an in-house CFO.

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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All Rights Reserved | Derks Financial | Website by: Agency Ten10

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Serving Kansas City Local Businesses or Expats Around the World.