Background pattern
Finance operations support

Bookkeeping and finance operations that keep your business ready for growth

Dependable, tax-ready books and finance workflows that help solopreneurs, small businesses, and founders keep their financial operations organized, compliant, and ready for growth.

Professional portrait
Background pattern

Trusted finance support

A clearer path to organized finances

Hi, I am Kallista. I started Kal Books & Financials because I believe growing businesses deserve more than basic bookkeeping. My goal is to be a trusted finance partner—providing the financial support, organization, and operational expertise that gives founders peace of mind and the confidence to focus on growing their business. I am CPA Eligible and working toward full licensure.

Over the past 10+ years, I've worked across accounting and finance operations in both fast-growing startups and the crypto industry. I spent four years at Stellar Development Foundation, supporting finance operations for a global blockchain organization, and previously worked at a 10-person startup, where I experienced firsthand the challenges and excitement of building a business from the ground up.

I'm passionate about bringing clarity to complex finances by creating clean books, organized processes, and easy-to-understand reports. My goal is to provide dependable finance support that goes beyond bookkeeping, so you can feel confident in your numbers and focus on growing your business.

Connect with me on LinkedIn.

How I help

  • Bookkeeping & financial reporting
  • Accounts payable & receivable
  • Payroll & account reconciliations
  • Financial operations & process improvement
  • CPA & tax preparation support
  • Crypto accounting & transaction reconciliation

Why clients choose me

  • Over a decade of accounting and finance expertise
  • Personalized support from a dedicated finance partner
  • Clear communication with reliable monthly delivery
  • Efficient systems that simplify your financial operations
  • Specialized experience in startups, crypto, and growing businesses
  • Accurate, tax-ready books that keep your business on track
10+

Years supporting bookkeeping, finance operations, and crypto workflows.

Reliable delivery

Monthly close, reporting, and CPA-ready documents delivered with consistency.

Crypto-capable

Support for blockchain bookkeeping, wallets, exchanges, and stablecoin payments.

Certifications

QuickBooks Online ProAdvisor
Intuit QuickBooks Certified ProAdvisor
Bill.com Certified Expert
Bill.com Certified Expert
Gusto Payroll Certification
Gusto Payroll Certification

Services

Support built around your financial operations

Solo business

Financial foundations

Ideal for solo founders who need reliable bookkeeping and monthly reports.

  • Monthly bookkeeping
  • Bank & credit card reconciliations
  • Expense categorization
  • Monthly P&L reporting
  • Tax-ready books
  • CPA coordination

Microbusiness

Growing business support

For businesses that need bookkeeping plus payroll, AP/AR, and cash flow clarity.

  • Monthly bookkeeping
  • Payroll coordination
  • AP & AR tracking
  • Vendor management
  • Cash flow visibility
  • Monthly financial statements
  • Budgeting support
  • CPA coordination

Small business

Finance operations support

A full-service finance partnership for growing teams and more complex operations.

  • Monthly bookkeeping
  • Full month-end-close reconciliation process
  • Financial reporting package
  • Payroll oversight
  • AP & AR workflows
  • Cash flow forecasting
  • Budget vs actual reporting
  • Internal process improvements
  • CPA coordination

Crypto & Web3

Crypto finance operations

Specialized bookkeeping and reconciliation for crypto-native companies.

  • Crypto transaction reconciliation
  • Wallet activity tracking
  • Exchange reconciliation
  • Stablecoin payment tracking
  • Treasury activity reporting
  • Multi-wallet bookkeeping workflows
  • Onchain expense categorization
  • Crypto payroll/payment tracking
  • CPA coordination for crypto reporting

How it works

A simple onboarding process

1

Discovery

We review your current systems, transaction volume, and reporting needs to create a tailored support plan.

2

Setup

I help you align bookkeeping workflows, connect systems, and establish monthly reporting that fits your operations.

3

Ongoing support

Enjoy predictable monthly deliverables, reliable reconciliations, and a finance partner you can trust.

Testimonials

Professional recommendations from people who have worked with me

“Kallista brings mini-CFO thinking to finance operations, streamlining processes, strengthening controls, and turning complex workflows into scalable solutions. She anticipates business needs, works independently, and builds trust across teams.”

Klint Koether

Head of Finance, Stellar Development Foundation

View on LinkedIn

Ready to simplify your finance operations?

Tell me about your business and I'll help you find the right level of support — send a message below, or book a live consultation if you'd rather talk it through.

Schedule