Bookkeeping and reporting built for clarity and consistency.

What We Do:

KAKE Strategic Solutions provides focused bookkeeping and financial organization services built specifically for businesses using QuickBooks and Zoho Books.

Our core service is monthly bookkeeping delivered through structured workflows and a defined month end close within QuickBooks or Zoho Books. This includes transaction categorization, bank and credit card reconciliations, and standard financial statements prepared on a consistent schedule.

For businesses that are behind or need corrective work, we offer cleanup and catch up bookkeeping in QuickBooks or Zoho Books to bring accounts current and restore a clean foundation before ongoing service begins.

While bookkeeping is our backbone, we also design and maintain custom Excel documents, models, and dashboards for businesses that need deeper visibility or operational tracking beyond standard accounting reports. These tools are built to support real world decision making, including forecasting, trend analysis, KPI tracking, and process monitoring. Our Excel work is structured, documented, and designed for long term use rather than one off analysis. This capability is grounded in over two decades of experience building complex Excel systems and dashboards since 2004.

We also provide one time customized report creation within QuickBooks for clients who want clearer visibility from their existing data. These reports are built directly within the platform and designed to be practical, repeatable, and easy to use going forward.

All services are intentionally scoped, priced clearly, and delivered with defined boundaries to ensure accuracy, consistency, and long term reliability.

About our company

Built on accounting discipline and operational reality.

With over two decades of experience building reliable financial systems in QuickBooks and Excel, KAKE Strategic Solutions brings structure, clarity, and decision ready insight to growing businesses.

KAKE Strategic Solutions was created by Angela Martz, MBA, a finance and operations professional with deep experience in QuickBooks based bookkeeping and advanced Excel reporting and analysis. Her career spans bookkeeping, accounting, and senior operational leadership across manufacturing, logistics, and service environments, where financial systems were expected to support real decisions, not just compliance.

Angela began her career in QuickBooks and has used it extensively for transaction management, reconciliations, inventory tracking, month end close, and financial reporting. Alongside the accounting systems, she has designed and implemented Excel based tracking, reporting, and dashboard tools since 2004 to extend visibility beyond standard financial statements.

Her Excel work includes operational dashboards, budget and forecast models, variance and absorption analysis, KPI reporting, and multi location performance tracking. These tools were built to be used by teams, reviewed by leadership, and submitted to corporate and C level executives on recurring weekly, monthly, and quarterly cycles.

KAKE Strategic Solutions treats bookkeeping as a system, not a task list. QuickBooks provides the foundation. Excel provides the insight. Together, they create financial systems that support growth without chaos.

The firm is intentionally built to support long term partnerships and scalable financial infrastructure.

Angela Martz, MBA

Credentials and Professional Background

The credentials listed below reflect formal education, professional certifications, and technical tools that support the services provided by KAKE Strategic Solutions. Each credential represents practical, applied experience in bookkeeping, reporting, analytics, and operational systems, not just coursework or theory.

These qualifications are maintained to ensure client work is delivered with accuracy, consistency, and a clear understanding of how financial systems are used in real business environments.

Professional Experience Summary

  • 20+ years working with financial systems, reporting, and operational data across manufacturing, logistics, and service based businesses

  • 15+ years using QuickBooks in hands on bookkeeping, reconciliation, inventory tracking, and month end close roles

  • 20+ years designing and maintaining Excel based tracking systems, reports, and dashboards used by teams and leadership

  • 10+ years in senior finance and operations leadership roles supporting multi location environments and recurring executive reporting

Core Professional Credentials

Master of Business Administration (MBA)
Franklin University

QuickBooks Online ProAdvisor
Intuit

Tools and Platforms

  • QuickBooks Online and Desktop

  • Zoho Books

  • Wave Accounting

  • Microsoft Excel (Advanced)

  • Microsoft 365

  • Google Sheets

Analytics and Reporting Credentials

  • Google Data Analytics Certificate

Accounting and Bookkeeping Credentials

  • QuickBooks Online Level 1 Certification – Intuit

  • Intuit Bookkeeping Certification – Intuit

  • Client Advisory Services Foundations – Intuit

Process and Operational Credentials

  • Six Sigma Green Belt Certification

Our Services

Monthly Bookkeeping:

KAKE Strategic Solutions provides reliable monthly bookkeeping designed to keep financial records accurate, consistent, and dependable over time. Services are intentionally structured with clear boundaries, predictable workflows, and defined month end close timelines.
All monthly services include transaction categorization, reconciliations, and a monthly close. Service level is determined by transaction volume and account complexity.

Essential Bookkeeping

Starting at $350 per month

Best for solo owners and small service based businesses with low transaction volume.

Includes:

  • Monthly bank and credit cards reconciliation (up to 3 accounts).

  • Accurate transaction categorization for tax readiness.

  • Standardized financial analysis monthly financial statements (P&L and Balance Sheet)

  • Basic issue identification to catch potential errors early.

Standard Bookkeeping

Starting at $650 per month

Best for growing businesses with multiple accounts and moderate transaction volume.

Includes:

  • Everything in Essential tier.

  • Support for a higher volume of transactions and accounts.

  • Clarification support during the monthly close process.

  • Standardized financial analysis to help you understand your cash flow.

Advanced Bookkeeping

Starting at $1,150 per month

High-level oversight for complex operations.

Includes:

  • Everything in Standard tier.

  • Enhanced categorization discipline for details cost tracking.

  • Trend Awareness: Strategic analysis of your monthly shifts in revenue and expenses.

  • Direct access to Controller-level insights to help protect your margins.

Cleanup and Catch Up Bookkeeping

Cleanup and catch up services are available for businesses that are behind or require corrective work before monthly bookkeeping can begin.

Pricing: $90 per hour
Minimum engagement: 1 hour
Flat fee quoted after initial review when applicable.

Includes:

  • Bringing books current

  • Correcting miscategorized transactions

  • Resolving structural issues impacting accuracy

  • Preparing accounts for ongoing monthly bookkeeping

Cleanup work may be required before monthly services are accepted.

Add on Services:

Accounts Payable Management

Accounts payable management is available for businesses that want structured, consistent bill processing without transferring payment authority.

Pricing: $200 per month
Minimum engagement: Monthly add on to active bookkeeping services
Flat fee based on standard bill volume. Higher volume quoted separately.

Includes:

  • Vendor bill entry into QuickBooks

  • Coding to correct accounts

  • Managing due dates and basic workflow

  • Preparing bills for owner approval

Owner responsibilities:

  • Approving payments

  • Printing and mailing checks

  • Initiating ACH, wire, or credit card payments

Accounts payable services do not include vendor disputes, payment execution, or accounts receivable activities.

Customized QuickBooks Report Creation

For businesses that want clearer visibility from their existing QuickBooks data, KAKE Strategic Solutions offers one time customized report creation.

Pricing: $90 per hour
Minimum engagement: 1 hour
Includes:

  • Review of existing QuickBooks setup

  • Creation of customized management reports

  • Filtering, grouping, and formatting for clarity

  • Guidance on how to run and use the reports

This is a setup service only and does not include ongoing reporting or analysis.

Complex Excel Documents

Pricing: $160 per hour
Minimum Engagement: 8 hours

Designed for advanced reporting, modeling, or operational dashboards used by leadership teams.

Includes:

  • Multi tab, interdependent spreadsheet systems

  • Multiple internal and external data sources

  • Complex formulas, logic, and calculations

  • Scenario modeling, forecasting, or trend analysis as applicable

  • Designed for recurring operational, management, or executive level review

  • Up to 15 days of post delivery maintenance to ensure data is pulling and calculating accurately

Intermediate Excel Documents

Pricing: $125 per hour
Minimum Engagement: 4 hours

Designed for businesses that need KPI tracking or light integration across data sources.

Includes:

  • KPI dashboards or performance tracking tools

  • Up to two external data sources

  • Multi tab structure with defined inputs and outputs

  • Structured formulas for repeatable updates

  • Clear documentation for handoff and maintenance

  • Up to 15 days of post delivery maintenance to ensure data is pulling and calculating accurately

Basic Excel Documents

Pricing: $90 per hour
Minimum Engagement: 1 hour

Designed for straightforward reporting or tracking needs with no external data sources.

Includes:

  • Single purpose spreadsheets

  • Clean formatting and logical structure

  • Standard formulas and calculations

  • Documentation or guidance for ongoing use

  • Up to 15 days of post delivery maintenance to ensure data is pulling and calculating accurately

Excel Services:

Contact Us

Interested in working together?

All engagements begin with a brief discovery call to confirm fit, scope, and service level. Please fill out the form provided and include an email that can be used to schedule a Teams or Zoom appointment.