
Boutique financial consulting + education for purpose driven business owners ready to organize their numbers and grow with confidence
Sharpen your numbers.
Sketch your success.
Whether you're laying the financial foundation or sketching your next big move, we offer grounded guidance and forward momentum—so your vision isn’t just possible, it’s profitable.
Our Core Services
At Pencil & Profit, we help business owners transform financial overwhelm into clarity and control.
The Sketch Pad
Foundational QBO training and support tailored to your workflow
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hands-on owners who want to organize their books, understand QuickBooks, and build smart financial habits—with guidance, not guesswork.
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Our signature service for those that have outgrown their DIY systems but aren’t ready to hand everything off. You’ll work side-by-side with a CPA who gets your creative brain, simplifies the technical stuff, and teaches you what you actually need to know.
You’ll walk away with:
A cleaned-up QuickBooks file you can trust
Clear, repeatable systems for managing your books
A solid understanding of your finances—even if you’ve “never been a numbers person”
Peace of mind that your business is finally on solid financial footing
Smart automations, strong core habits and “what not to touch” tips
The Outline Review
A premium offer for clean books and ongoing insight
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for businesses that want their books handled behind the scenes—with expert care, clean systems, and just right strategic input.
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QuickBooks Online Setup or Deep Clean (customized chart of accounts, reconciliation catch up, process improvements, data import)
Ongoing reviews of financial health (monthly, quarterly, semiannual, or annual)
Strategy notes + simple action plans
Insight-rich reports
The Portfolio Plan
Comprehensive CFO Style consulting
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for visionary business owners who need focused, ongoing financial insight—and a thinking partner who speaks both numbers and nuance
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A premium, fully customized engagement designed to meet your goals and ease your growing pains.
May include:Financial reporting & profitability analysis
Strategic tax planning + return preparation
Systems design & automation mapping
On-demand data dives for informed decision making

Let’s sketch your next move.
Meet the MFA CPA
Keisha Calderon
Hi, I’m Keisha—CPA, educator, and creative thinker behind Pencil & Profit. I help purpose-driven business owners tackle financial roadblocks and build clear, confident systems that grow with them.
Licensed Certified Public Accountant - Able to complete tax returns and support businesses in every state
MFA in Dance from Florida State University — creativity and discipline are in my DNA
Certified QuickBooks ProAdvisor — fluent in setup, clean-up, and helping it all make sense
5+ years as a C-suite financial advisor for multi-million dollar budgets
10+ years as an educator - Charter schools, enrichment programs, performing arts studios
Mom of two - #boymom
Committed to a lifelong journey of making work both meaningful and fun