Virtual Bookkeeping & Tax Services

Bookkeeping & Tax Support Built for Small Business
with CPA Oversight.

Our goal is simple: convenience, reliability, and expertise.
Every account receives CPA review and oversight.
We help small businesses stay organized and stress-free at tax time.

25+ Years of CPA Experience, Built Around Your Business

CLARITY

No jargon — just numbers you understand and can act on.

RELIABILITY

Deadlines met, filings accurate, every single time.

PERSONAL ATTENTION

You'll always talk to someone who knows your business.

INDUSTRY FOCUS

Experience working with trades and wellness businesses — not a jack of all trades.

★★★★★

"KDW took the stress out of tax season — everything was explained clearly and nothing was a surprise."

— Donette M., Doctor of Naturopathy

Meet the Team

The People Behind Your Books

Kellan Warren

Kellan Warren

Founder, CPA

With more than 25 years in tax and accounting, Kellan founded KDW to help small business owners get financial guidance that's clear, timely, and genuinely useful. Kellan focuses on the trades and wellness industries and works to turn complex tax rules into plain, actionable advice.

Valerie Lewin

Valerie Lewin

Client Relations Manager

Valerie is usually the first person you'll talk to at KDW. She gets to know each client's business, connects them with the right services, and makes sure nothing falls through the cracks between tax seasons.

What We Do

Services That Keep You On Track

Whether it's your business or your personal return, we've got a service built for it.

Business Services

Bookkeeping, Payroll, Taxes, and CPA advisory services designed to keep your business organized, informed, and prepared year-round.

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Personal Taxes

Individual tax preparation and planning, handled with the same CPA-level care as our business clients.

View personal taxes →

Ready to simplify your books?

Schedule a free consultation and let's talk about what your business needs.

Schedule a Free Consultation